Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FULTON BANK, N.A. | 43 | 43 | 0.80% | 3.39% | 5.65% | Q2 2013 | Q4 2023 | 43 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.02% | 0.48% | 1.82% | Q2 2013 | Q1 2019 | 24 |
GREAT LAKES ADVISORS, LLC | 21 | 21 | 0.04% | 0.09% | 0.24% | Q3 2018 | Q3 2023 | 21 |
NORTH STAR ASSET MANAGEMENT INC | 10 | 10 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Garde Capital, Inc. | 7 | 7 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
COMPASS CAPITAL MANAGEMENT, INC | 6 | 6 | 2.20% | 2.26% | 2.33% | Q2 2013 | Q3 2014 | 6 |
True Link Financial Advisors, LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Arvest Bank Trust Division | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Alaska Permanent Capital Management | 1 | 1 | 5.48% | 7.56% | 11.46% | Q2 2013 | Q2 2019 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.62% | 2.65% | 4.68% | Q2 2023 | Q3 2023 | 2 |
Patten Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
This page lists all the filers that currently own VANGUARD INSTL INDEX FD or have owned VANGUARD INSTL INDEX FD in the past.