Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.12% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 8 |
L & S Advisors Inc | 8 | 8 | 0.05% | 0.07% | 0.12% | Q1 2017 | Q4 2018 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 1 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q2 2014 | 4 |
Vectors Research Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.26% | 0.28% | 0.32% | Q3 2016 | Q4 2017 | 3 |
Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.33% | 0.45% | 0.58% | Q2 2013 | Q3 2013 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q4 2015 | 2 |
Weaver Consulting Group | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CUMBERLAND ADVISORS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
This page lists all the filers that currently own Vanguard Inter-Term Tax Exempt #42 or have owned Vanguard Inter-Term Tax Exempt #42 in the past.