| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2022 | 39 |
| ALBION FINANCIAL GROUP /UT | 26 | 26 | 0.07% | 0.12% | 0.23% | Q2 2014 | Q3 2020 | 26 |
| Holloway Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q1 2022 | 12 |
| DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.21% | 0.30% | 0.47% | Q4 2020 | Q3 2023 | 12 |
| Janney Montgomery Scott LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 8 |
| DUBUQUE BANK & TRUST CO | 8 | 8 | 3.09% | 3.33% | 3.55% | Q2 2013 | Q1 2015 | 8 |
| Wallington Asset Management, LLC | 6 | 6 | 0.72% | 0.84% | 1.00% | Q2 2022 | Q3 2023 | 6 |
| CAPSTONE ASSET MANAGEMENT CO | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
| True Link Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
| REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
| HEADINVEST, LLC | 4 | 4 | 1.91% | 2.15% | 2.41% | Q2 2018 | Q1 2019 | 4 |
| Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
| Advocacy Wealth Management Services, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2016 | 4 |
| CT Financial Advisors LLC | 3 | 1 | 0.15% | 0.15% | 0.17% | Q1 2014 | Q3 2015 | 4 |
| Community Bank, N.A. | 3 | 3 | 0.40% | 0.41% | 0.42% | Q2 2017 | Q4 2017 | 3 |
| Coston, McIsaac & Partners | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
| Selway Asset Management | 2 | 2 | 0.09% | 0.14% | 0.19% | Q1 2018 | Q2 2018 | 2 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
| MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q3 2017 | 2 |
| Vectors Research Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
| TOWER BRIDGE ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
| Capital Directions Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
| ZEVIN ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
| Strategic Wealth Partners, Ltd. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2021 | Q2 2021 | 1 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
| EVERETT HARRIS & CO /CA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
| Roundview Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
| Foothills Asset Management, Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| Ellevest, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
| DAVIS R M INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
| Winthrop Partners - WNY, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
This page lists all the filers that currently own Vanguard S/T Invest Gr Adm Fd or have owned Vanguard S/T Invest Gr Adm Fd in the past.