Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Page Arthur B | 8 | 8 | 0.71% | 0.93% | 1.11% | Q4 2013 | Q3 2015 | 8 |
DOWLING & YAHNKE LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
W.G. Shaheen & Associates DBA Whitney & Co | 6 | 6 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Starfire Investment Advisers, Inc. | 3 | 1 | 0.43% | 0.61% | 0.98% | Q1 2015 | Q1 2017 | 5 |
GLENMEDE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Sandy Spring Bank | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Cabot-Wellington, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2015 | Q4 2015 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
THOMAS STORY & SON LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2016 | Q4 2016 | 1 |
This page lists all the filers that currently own VANGUARD ENERGY FD ADMIRAL SHS or have owned VANGUARD ENERGY FD ADMIRAL SHS in the past.