Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
NORTH STAR ASSET MANAGEMENT INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2019 | 10 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
This page lists all the filers that currently own VANGUARD STRATEGIC EQUITY or have owned VANGUARD STRATEGIC EQUITY in the past.