CUSIP 922021407
VANGUARD CA INTERM-TERM TAX-EXEMPT ADM
6 institutions · $2.9M total · 254,937 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 89,778 | $1.0M | 35.21% | 2025-12-31 |
| 2 | ENCOMPASS WEALTH ADVISORS, LLC | 62,264 | $718.5K | 24.42% | 2024-09-30 |
| 3 | EVERETT HARRIS & CO /CA/ | 48,083 | $555.8K | 18.86% | 2025-12-31 |
| 4 | Westside Investment Management, Inc. | 45,185 | $522.3K | 17.72% | 2025-12-31 |
| 5 | Hurley Capital, LLC | 9,092 | $102.5K | 3.56% | 2025-03-31 |
| 6 | C M BIDWELL & ASSOCIATES LTD | 535 | $5.8K | 0.20% | 2023-12-31 |