Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MOTCO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GOFEN & GLOSSBERG LLC /IL/ | 21 | 5 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2021 | 26 |
ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 5 | 5 | 0.26% | 0.31% | 0.40% | Q1 2015 | Q1 2016 | 5 |
DIVIDEND ASSETS CAPITAL, LLC | 5 | 5 | 0.53% | 0.58% | 0.70% | Q4 2020 | Q4 2021 | 5 |
HEADINVEST, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q2 2018 | Q1 2019 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q1 2016 | 4 |
Lake Point Wealth Management | 3 | 1 | 0.38% | 1.70% | 2.39% | Q4 2018 | Q4 2019 | 4 |
Community Bank, N.A. | 3 | 3 | 0.35% | 0.35% | 0.36% | Q2 2017 | Q4 2017 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 1.64% | 1.84% | 2.03% | Q2 2023 | Q3 2023 | 2 |
Alaska Permanent Capital Management | 1 | 1 | 0.14% | 0.22% | 0.31% | Q2 2018 | Q2 2019 | 2 |
Maryland Capital Management | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
PAYDEN & RYGEL | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2013 | Q4 2013 | 1 |
SINECERA CAPITAL, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
This page lists all the filers that currently own VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS or have owned VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS in the past.