VANGUARD shareholder history

Current and past VANGUARD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
First American Bank 430.02%0.10%0.18%Q3 2017Q3 202011
TUCKER ASSET MANAGEMENT LLC 440.02%0.02%0.02%Q3 2023Q2 20244
Strategic Investment Solutions, Inc. /IL 440.00%0.01%0.01%Q1 2023Q4 20234
Coston, McIsaac & Partners 330.00%0.00%0.00%Q4 2023Q2 20243
Financial Gravity Asset Management, Inc. 220.00%0.01%0.02%Q4 2023Q1 20242
WOODMONT INVESTMENT COUNSEL LLC 220.06%0.06%0.06%Q2 2014Q3 20142
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2015Q2 20162
55I, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CARDEROCK CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q3 2021Q3 20211
ORG Partners LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Main Street Group, LTD 110.00%0.00%0.00%Q4 2023Q4 20231
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
MERITAGE PORTFOLIO MANAGEMENT 110.03%0.03%0.03%Q2 2016Q2 20161
Weaver Consulting Group 110.01%0.01%0.01%Q1 2019Q1 20191

This page lists all the filers that currently own VANGUARD or have owned VANGUARD in the past.