Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
First American Bank | 4 | 3 | 0.02% | 0.10% | 0.18% | Q3 2017 | Q3 2020 | 11 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Coston, McIsaac & Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2023 | Q1 2024 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Main Street Group, LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
This page lists all the filers that currently own VANGUARD or have owned VANGUARD in the past.