Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FULTON BANK, N.A. | 42 | 42 | 0.03% | 0.19% | 0.43% | Q3 2013 | Q4 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 20 | 19 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.03% | 0.13% | 0.18% | Q2 2013 | Q4 2022 | 39 |
NORTH STAR ASSET MANAGEMENT INC | 38 | 38 | 0.07% | 0.10% | 0.16% | Q2 2014 | Q3 2023 | 38 |
MOTCO | 38 | 38 | 0.04% | 0.13% | 0.15% | Q2 2014 | Q3 2023 | 38 |
VAN STRUM & TOWNE INC. | 26 | 2 | 0.18% | 0.39% | 1.10% | Q2 2014 | Q3 2021 | 28 |
Dempze Nancy E | 14 | 3 | 0.24% | 0.37% | 0.59% | Q4 2015 | Q3 2023 | 26 |
Kidder Stephen W | 25 | 25 | 0.08% | 0.11% | 0.13% | Q3 2016 | Q3 2022 | 25 |
Holloway Wealth Management, LLC | 14 | 7 | 0.58% | 0.64% | 0.73% | Q4 2016 | Q1 2022 | 21 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 20 | 20 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2019 | 20 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 20 | 20 | 0.05% | 0.21% | 2.07% | Q2 2014 | Q1 2019 | 20 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 17 |
OUTFITTER ADVISORS, LTD. | 17 | 17 | 0.10% | 0.12% | 0.20% | Q2 2014 | Q2 2018 | 17 |
STEWART & PATTEN CO LLC | 17 | 17 | 0.17% | 0.22% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Hugh Johnson Advisors LLC | 16 | 1 | 5.11% | 5.55% | 5.92% | Q4 2014 | Q1 2019 | 17 |
ROWLANDMILLER & PARTNERS.ADV | 17 | 17 | 0.09% | 0.14% | 0.22% | Q4 2019 | Q4 2023 | 17 |
PROFESSIONAL ADVISORY SERVICES INC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q1 2023 | 15 |
BOSTON FINANCIAL MANGEMENT LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2016 | Q3 2019 | 14 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 8 | 3 | 0.14% | 0.20% | 0.38% | Q2 2019 | Q3 2023 | 14 |
Garde Capital, Inc. | 13 | 13 | 1.15% | 1.44% | 1.78% | Q3 2020 | Q3 2023 | 13 |
GREAT LAKES ADVISORS, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.09% | 0.12% | 0.19% | Q1 2021 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q3 2019 | 11 |
Hemenway Trust Co LLC | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q3 2021 | 10 |
WILLIAMS JONES & ASSOCIATES LLC | 10 | 10 | 0.02% | 0.06% | 0.24% | Q1 2017 | Q2 2019 | 10 |
ABNER HERRMAN & BROCK LLC | 10 | 10 | 0.08% | 0.08% | 0.09% | Q4 2016 | Q1 2019 | 10 |
Fisher Asset Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 10 |
Page Arthur B | 10 | 10 | 0.23% | 0.27% | 0.38% | Q4 2014 | Q1 2017 | 10 |
First American Bank | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 9 |
NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 0.53% | 0.63% | 0.70% | Q3 2019 | Q2 2021 | 8 |
QCI ASSET MANAGEMENT INC/NY | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Almanack Investment Partners, LLC. | 3 | 2 | 0.05% | 0.09% | 0.14% | Q3 2018 | Q2 2022 | 8 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2019 | 6 |
Cornerstone Investment Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Coston, McIsaac & Partners | 5 | 5 | 0.14% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
PHILADELPHIA TRUST CO | 4 | 4 | 0.17% | 0.19% | 0.22% | Q2 2019 | Q1 2020 | 4 |
SIMMONS FIRST TRUST CO NA | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2014 | Q1 2015 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
GLENMEDE TRUST CO NA | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 3 |
Community Bank, N.A. | 3 | 3 | 1.35% | 1.50% | 1.60% | Q2 2017 | Q4 2017 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2015 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 2 | 1.25% | 1.26% | 1.26% | Q2 2014 | Q3 2014 | 2 |
BEACH INVESTMENT COUNSEL INC/PA | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2021 | Q3 2021 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
BECK MACK & OLIVER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.04% | 0.08% | 0.12% | Q1 2023 | Q2 2023 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 2 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Winthrop Partners - WNY, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2019 | Q3 2019 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 2 | 2 | 1.23% | 1.25% | 1.26% | Q3 2019 | Q4 2019 | 2 |
WOODSTOCK CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q4 2023 | 2 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2019 | 2 |
MARSHWINDS ADVISORY CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2017 | Q2 2017 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
JB Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Arvest Bank Trust Division | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
ORG Partners LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Atlas Wealth LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Domani Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Holistic Financial Partners | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Lumbard & Kellner, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2017 | Q3 2017 | 1 |
Simmons Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2014 | Q4 2014 | 1 |
Ledyard National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
This page lists all the filers that currently own VANGUARD INDEX FDS TOT STKIDX or have owned VANGUARD INDEX FDS TOT STKIDX in the past.