| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| L & S Advisors Inc | 18 | 18 | 0.06% | 0.17% | 0.30% | Q2 2017 | Q3 2021 | 18 |
| Westside Investment Management, Inc. | 13 | 13 | 0.01% | 0.54% | 2.39% | Q3 2020 | Q3 2023 | 13 |
| ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.16% | 0.48% | 1.10% | Q1 2021 | Q3 2023 | 11 |
| MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 6 | 6 | 0.35% | 0.59% | 1.40% | Q2 2013 | Q3 2014 | 6 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
| Ledyard National Bank | 5 | 5 | 0.01% | 0.04% | 0.05% | Q3 2015 | Q3 2016 | 5 |
| HEADINVEST, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q2 2018 | Q1 2019 | 4 |
| ATLAS CAPITAL ADVISORS LLC | 2 | 1 | 0.06% | 0.29% | 0.49% | Q1 2018 | Q3 2020 | 4 |
| APPLETON PARTNERS INC/MA | 3 | 3 | 0.22% | 0.34% | 0.41% | Q4 2015 | Q2 2016 | 3 |
| Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 2 |
| C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Ellevest, Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2018 | Q4 2018 | 1 |
This page lists all the filers that currently own VANGUARD CA TAX EXEMPT or have owned VANGUARD CA TAX EXEMPT in the past.