ENCOMPASS WEALTH ADVISORS, LLC - Vanguard Inter-Term Tax Exempt #42 ownership

Vanguard Inter-Term Tax Exempt #42's ticker is and the CUSIP is 922907209. A total of 3 filers reported holding Vanguard Inter-Term Tax Exempt #42 in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of Vanguard Inter-Term Tax Exempt #42
ValueSharesWeighting
Q3 2023$480,433
-2.9%
36,956
+0.7%
0.16%
-0.6%
Q2 2023$494,666
+35.5%
36,696
+36.7%
0.16%
+29.8%
Q1 2023$364,934
+2.2%
26,853
+0.5%
0.12%
-4.6%
Q4 2022$357,094
+3.8%
26,729
+0.7%
0.13%
-0.8%
Q3 2022$344,000
-2.8%
26,554
+0.6%
0.13%
+4.8%
Q2 2022$354,000
-52.3%
26,390
-50.8%
0.12%
-33.2%
Q1 2022$742,000
-5.5%
53,653
+0.5%
0.19%
-2.1%
Q4 2021$785,000
-10.7%
53,370
-10.8%
0.19%
-16.6%
Q3 2021$879,000
-0.5%
59,817
+0.4%
0.23%
+5.5%
Q2 2021$883,000
+83.6%
59,552
+83.3%
0.22%
+76.4%
Q1 2021$481,00032,4910.12%
Other shareholders
Vanguard Inter-Term Tax Exempt #42 shareholders Q3 2023
NameSharesValueWeighting ↓
ENCOMPASS WEALTH ADVISORS, LLC 36,956$480,4330.16%
Financial Gravity Asset Management, Inc. 19$3,025,2130.03%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 75,071$975,9170.02%
View complete list of Vanguard Inter-Term Tax Exempt #42 shareholders