Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
D.A. DAVIDSON & CO. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Coastline Trust Co | 18 | 1 | 0.04% | 0.20% | 0.27% | Q3 2018 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.01% | 0.18% | 0.37% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 14 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 18 |
Symmetry Partners, LLC | 15 | 15 | 0.58% | 0.77% | 0.92% | Q2 2020 | Q4 2023 | 15 |
Center for Financial Planning, Inc. | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Armbruster Capital Management, Inc. | 15 | 15 | 2.61% | 4.08% | 5.16% | Q1 2020 | Q3 2023 | 15 |
UBS Group AG | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Laurel Wealth Advisors, Inc. | 8 | 4 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q1 2022 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
McIlrath & Eck, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
OSAIC HOLDINGS, INC. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Secure Asset Management, LLC | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Walkner Condon Financial Advisors LLC | 8 | 8 | 0.07% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Compass Advisory Group LLC | 8 | 8 | 0.12% | 2.96% | 5.21% | Q4 2021 | Q3 2023 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.12% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.08% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Pure Financial Advisors, LLC | 8 | 8 | 0.07% | 0.20% | 0.25% | Q1 2022 | Q4 2023 | 8 |
Professional Financial Advisors, LLC | 7 | 7 | 1.15% | 1.39% | 1.94% | Q1 2022 | Q3 2023 | 7 |
M Financial Asset Management, Inc. | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2022 | 7 |
ANDERSON HOAGLAND & CO | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 7 | 0.74% | 1.49% | 2.53% | Q1 2022 | Q3 2023 | 7 |
City State Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 6 | 0.17% | 0.38% | 0.48% | Q4 2018 | Q1 2020 | 6 |
TCI Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Geneos Wealth Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Strategic Blueprint, LLC | 6 | 6 | 0.11% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IFP Advisors, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Private Advisor Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 5 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 5 | 5 | 0.46% | 0.64% | 0.76% | Q3 2022 | Q3 2023 | 5 |
Advisor Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
NWAM LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LPL Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Curran Financial Partners, LLC | 4 | 4 | 0.74% | 1.02% | 1.32% | Q4 2021 | Q3 2022 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.04% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.06% | 0.18% | 0.26% | Q1 2021 | Q4 2021 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Milestone Advisory Partners | 4 | 4 | 0.16% | 1.72% | 2.34% | Q2 2021 | Q1 2022 | 4 |
Brinker Capital Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 4.93% | 5.85% | 6.35% | Q1 2023 | Q3 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.10% | 0.17% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 0.33% | 0.36% | 0.40% | Q3 2022 | Q1 2023 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
MELFA WEALTH MANAGEMENT, INC. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q1 2023 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.03% | 0.10% | 0.18% | Q3 2022 | Q4 2022 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.79% | 0.80% | 0.81% | Q2 2021 | Q3 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
MORGAN STANLEY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Smart Money Group LLC | 2 | 2 | 1.47% | 1.64% | 1.81% | Q1 2022 | Q2 2022 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BEACON FINANCIAL PLANNING, INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Systelligence, LLC | 1 | 1 | 4.46% | 4.46% | 4.46% | Q4 2023 | Q4 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GSG Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own VANGUARD WELLINGTON FD or have owned VANGUARD WELLINGTON FD in the past.