Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / MUTUAL
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
849K
-
Shares change
-
-3.51K
-
Total reported value, excl. options
-
$9.08M
-
Value change
-
-$37.6K
-
Number of buys
-
1
-
Number of sells
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-1
-
Price
-
$10.70
Significant Holders of VANGUARD CALIF TAX FR - MUTUAL as of Q2 2023
3 filings reported holding 922907886 - VANGUARD CALIF TAX FR - MUTUAL as of Q2 2023.
VANGUARD CALIF TAX FR - MUTUAL has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 849K shares
.
Largest 3 shareholders include MOTCO (623K shares), Ancora Advisors, LLC (116K shares), and ENCOMPASS WEALTH ADVISORS, LLC (110K shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.