| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TOWER BRIDGE ADVISORS | 18 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 25 |
| ZWJ INVESTMENT COUNSEL INC | 15 | 15 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 12 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q1 2018 | 13 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
| Coston, McIsaac & Partners | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
| True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
| MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
| Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
| FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
| CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| BTR CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
| Intellectus Partners, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2017 | Q2 2017 | 1 |
| VESTOR CAPITAL, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2017 | Q1 2017 | 1 |
| Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
This page lists all the filers that currently own VANGUARD EQUITY-INCOM or have owned VANGUARD EQUITY-INCOM in the past.