| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TOWER BRIDGE ADVISORS | 32 | 32 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2021 | 32 |
| TRUST CO OF TOLEDO NA /OH/ | 19 | 1 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q2 2023 | 31 |
| Adams Asset Advisors, LLC | 18 | 18 | 0.05% | 0.13% | 0.22% | Q3 2015 | Q4 2019 | 18 |
| Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
| Janney Montgomery Scott LLC | 9 | 9 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q2 2015 | 9 |
| Almanack Investment Partners, LLC. | 8 | 8 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q2 2022 | 8 |
| DUBUQUE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
| GLENMEDE TRUST CO NA | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 8 |
| GOFEN & GLOSSBERG LLC /IL/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
| Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| ENCOMPASS WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2022 | 4 |
| CT Financial Advisors LLC | 3 | 1 | 0.10% | 0.10% | 0.11% | Q1 2014 | Q3 2015 | 4 |
| RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.93% | 1.82% | 3.56% | Q1 2023 | Q3 2023 | 3 |
| JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2016 | Q1 2017 | 3 |
| Summit Global Investments | 2 | 1 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q4 2021 | 3 |
| MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 2 |
| ZEVIN ASSET MANAGEMENT LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2014 | Q2 2014 | 2 |
| Elite Wealth Management, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2012 | Q4 2012 | 2 |
| CANANDAIGUA NATIONAL CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
| Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
| LOGAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
| DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
| Capital Wealth Planning, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2019 | Q1 2019 | 1 |
| NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
This page lists all the filers that currently own VANGUARD/WELLESLEY IN or have owned VANGUARD/WELLESLEY IN in the past.