| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FULTON BANK, N.A. | 34 | 1 | 0.03% | 2.00% | 3.14% | Q4 2014 | Q4 2023 | 35 |
| ALBION FINANCIAL GROUP /UT | 26 | 26 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2020 | 26 |
| Holloway Wealth Management, LLC | 14 | 7 | 0.15% | 0.19% | 0.23% | Q4 2016 | Q1 2022 | 21 |
| HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
| Vision Capital Management, Inc. | 12 | 12 | 0.05% | 0.10% | 0.14% | Q1 2015 | Q4 2017 | 12 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 12 |
| GOFEN & GLOSSBERG LLC /IL/ | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2022 | 10 |
| Janney Montgomery Scott LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
| Dempze Nancy E | 8 | 1 | 1.92% | 2.49% | 3.18% | Q4 2015 | Q3 2023 | 9 |
| NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 0.18% | 0.26% | 0.35% | Q3 2019 | Q2 2021 | 8 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2018 | 7 |
| Garde Capital, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
| Hemenway Trust Co LLC | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
| Coston, McIsaac & Partners | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
| TRADITION CAPITAL MANAGEMENT LLC | 5 | 5 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2014 | 5 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q1 2016 | 5 |
| Aureus Asset Management, LLC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2013 | Q3 2014 | 4 |
| Advocacy Wealth Management Services, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2016 | 4 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q3 2019 | Q4 2020 | 4 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q1 2015 | 4 |
| OLD SECOND NATIONAL BANK OF AURORA | 3 | 1 | 0.11% | 0.17% | 0.20% | Q2 2013 | Q2 2014 | 4 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 3 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 2 | 1 | 0.01% | 0.03% | 0.03% | Q4 2015 | Q1 2017 | 3 |
| ADVISOR PARTNERS LLC | 3 | 3 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q3 2018 | 3 |
| NICHOLAS COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
| HARBOR ADVISORY CORP /MA/ | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q4 2021 | 3 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.04% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 3 |
| Summit Global Investments | 2 | 1 | 0.17% | 0.18% | 0.19% | Q1 2021 | Q4 2021 | 3 |
| WHALEROCK POINT PARTNERS, LLC | 3 | 3 | 0.66% | 0.66% | 0.66% | Q2 2019 | Q4 2019 | 3 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 2 |
| BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
| Cadence Bank | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
| ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 2 |
| NORTH STAR ASSET MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
| GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
| Strengthening Families & Communities, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
| Blue Edge Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
| Laffer Tengler Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| THOMAS STORY & SON LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
| Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
| 55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
| DERBY & COMPANY, INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
| Osborn Williams & Donohoe LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
| WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
| Lake Point Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
| Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| MILLER WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
| Lipe & Dalton | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
| WINSLOW ASSET MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
| InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
| ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
This page lists all the filers that currently own Vanguard Dividend Growth or have owned Vanguard Dividend Growth in the past.