ENCOMPASS WEALTH ADVISORS, LLC - VANGUARD CA TAX-EXEMPT ownership

VANGUARD CA TAX-EXEMPT's ticker is and the CUSIP is 922021506. A total of 1 filers reported holding VANGUARD CA TAX-EXEMPT in Q2 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$437,908
-3.7%
40,812
+1.2%
0.15%
-1.4%
Q2 2023$454,750
-0.4%
40,315
+0.3%
0.15%
-4.5%
Q1 2023$456,437
+2.6%
40,179
+0.3%
0.16%
-4.3%
Q4 2022$444,935
-38.5%
40,048
-41.1%
0.16%
-41.1%
Q3 2022$723,000
-3.7%
67,944
+0.4%
0.28%
+3.4%
Q2 2022$751,000
-35.8%
67,641
-32.0%
0.27%
-9.8%
Q1 2022$1,169,000
-51.5%
99,482
-47.7%
0.30%
-49.7%
Q4 2021$2,410,000
-14.0%
190,065
-13.8%
0.59%
-19.7%
Q3 2021$2,801,000
+2.9%
220,565
+3.9%
0.73%
+9.1%
Q2 2021$2,722,000
-33.3%
212,381
-33.5%
0.67%
-35.7%
Q1 2021$4,082,000319,4761.04%
Other shareholders
VANGUARD CA TAX-EXEMPT shareholders Q2 2022
NameSharesValueWeighting ↓
L & S Advisors Inc 118,512$1,519,0000.18%
View complete list of VANGUARD CA TAX-EXEMPT shareholders