Address And Details

100 Vanguard Blvd. , Malvern, PA 19355
Fund Manager Adam Ferguson
Manager Tenure 8 Years 3 Months

Strategy And Objective

Vanguard California Intermediate-Term Tax-Exempt Fund seeks a higher level of income that is exempt from both federal and California personal income taxes by investing in high-quality municipal bonds issued by California state, regional, and local governments. The Fund's benchmark is Bloomberg Barclays Municipal California Intermediate Bond Index.

Net Asset Value

as of 5:24 PM ET 09/23/2021


  • 1 Week
  • -0.16%
  • 1 Month
  • -0.41%
  • 3 Months
  • -0.16%
  • 1 Yr Return
  • -0.24%
  • 5 Yr Return
  • +2.00%

Equity Sector Breakdown

ConsumerDurables n/a
Energy n/a
Finance n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Bonds 101.66%
Stocks 0.00%
Cash 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Other -1.66%
Total Net Assets 1.90 B

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -0.24 -0.30 -0.04
Beta 0.89 0.92 0.93
R Squared 0.99 0.99 0.98
Std Deviation 3.58 3.61 3.39
Sharpe Ratio 0.93 0.49 n/a

Purchase Information

as of 5:18 PM ET 09/09/2021
Minimum Initial $3000
Minimum Additional $1
Minimum Initial IRA $0


Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 05/31/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 05/31/2021
1 Year
  • +2.41%
  • +3.56%
+2.41% +3.56%
3 Year
  • +4.38%
  • +4.43%
+4.38% +4.43%
10 Year
  • +3.79%
  • +4.04%
+3.79% +4.04%
Life Of Fund
  • +4.63%
  • +4.66%
+4.63% +4.66%

Top 10 Holdings

Symbol Company Name % Of Assets


Recent Articles from TheStreet

Oracle Lead

Guilfoyle: Oracle Not Likely to Rebound Soon

Database giant's troubles finding growth are limiting its upside for now.

DocuSign Set for Strong Q3, RBC Says; Affirms Stock Outperform, Lifts Target

Why Tim Collins Still Likes DocuSign

Digital signature company remains a good play on remote work changes

wynn resorts broll

Jim Cramer Talks Macao With Wynn Resorts CEO

Matthew Maddox argues China's crackdown will lead to better regulation.

Tesla Lead

Electric Vehicle Checkpoint: Experts Say EV Revolution is Here

See the latest news for the top stocks in the electric vehicle space including Tesla, Ford, General Motors, Li Auto and more.


Tim Collins on How to Trade Nikola

Technical setups and short interest make much hated name volatile, and therefore interesting.

Chinese Firms Should Face Faster US Stock Delisting Over Audit Rules, SEC Chairman Gary Gensler Tells Lawmakers

Jim Cramer: Gensler's Plate is Very Full

SEC Chairman is key player in efforts to rein in ceaseless financial engineering.

stocks rise asset management sh

Cramer's Mad Money Recap: Advanced Micro Devices, Nvidia, Thor

Jim Cramer has your game plan for next week, which he says will be the calm before the earnings season storm.

Jim Cramer: Starbucks Needs More Traffic in Stores

Starbucks Resists Union Effort in New York Region: Report

Starbucks reportedly said it will raise wages and benefits and a union isn’t needed, to employees at three stores in Buffalo New York.

Exxon Mobil

Exxon, Occidental, Baker Hughes Make Goldman Turnaround List

Exxon has 'reduced costs, surprised to the downside on capital spending, outperformed our expectations in downstream/chemicals,' Goldman said.


Jim Cramer is Tired of the Weak Response to Chip Shortages

Companies need to forget about help from Washington and step up to the plate.