ENCOMPASS WEALTH ADVISORS, LLC - VANGUARD CA TAX EXEMPT ownership

VANGUARD CA TAX EXEMPT's ticker is and the CUSIP is 922021407. A total of 3 filers reported holding VANGUARD CA TAX EXEMPT in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD CA TAX EXEMPT
ValueSharesWeighting
Q3 2023$576,597
-2.3%
53,143
+1.0%
0.19%0.0%
Q2 2023$590,083
+24.8%
52,592
+26.0%
0.19%
+19.3%
Q1 2023$472,993
-7.6%
41,747
-9.2%
0.16%
-13.9%
Q4 2022$511,987
-38.5%
46,001
-40.5%
0.19%
-41.0%
Q3 2022$833,000
-9.2%
77,293
-6.3%
0.32%
-2.2%
Q2 2022$917,000
-42.8%
82,516
-41.0%
0.32%
-19.8%
Q1 2022$1,602,000
-41.3%
139,798
-37.5%
0.40%
-39.2%
Q4 2021$2,728,000
-21.1%
223,641
-21.1%
0.66%
-26.4%
Q3 2021$3,457,000
+3.4%
283,393
+4.2%
0.90%
+9.7%
Q2 2021$3,342,000
-22.9%
271,961
-22.8%
0.82%
-25.6%
Q1 2021$4,332,000352,4851.10%
Other shareholders
VANGUARD CA TAX EXEMPT shareholders Q1 2022
NameSharesValueWeighting ↓
Westside Investment Management, Inc. 61,665$669,0740.19%
ENCOMPASS WEALTH ADVISORS, LLC 53,143$576,5970.19%
C M BIDWELL & ASSOCIATES LTD 535$5,8020.00%
View complete list of VANGUARD CA TAX EXEMPT shareholders