VANGUARD ADMIRAL FDS INC's ticker is VIOG and the CUSIP is 921932794.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $652,248 | +4.0% | 6,916 | +9.3% | 0.01% | 0.0% |
| Q2 2023 | $627,430 | +60.5% | 6,330 | +53.4% | 0.01% | +50.0% |
| Q1 2023 | $390,981 | +49.1% | 4,127 | +193.3% | 0.01% | +20.0% |
| Q4 2022 | $262,251 | +6.6% | 1,407 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $246,000 | +11.3% | 1,407 | +15.3% | 0.01% | +25.0% |
| Q2 2022 | $221,000 | -6.0% | 1,220 | +12.1% | 0.00% | 0.0% |
| Q1 2022 | $235,000 | -6.4% | 1,088 | +3.6% | 0.00% | 0.0% |
| Q4 2021 | $251,000 | +21.3% | 1,050 | +14.1% | 0.00% | 0.0% |
| Q3 2021 | $207,000 | +2.5% | 920 | +4.0% | 0.00% | +33.3% |
| Q2 2021 | $202,000 | – | 885 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dougherty Wealth Advisers LLC | 49,923 | $4,708,238 | 5.45% |
| LMG Wealth Partners, LLC | 74,565 | $7,032,225 | 2.14% |
| LOWERY THOMAS, LLC | 14,966 | $1,411,410 | 1.35% |
| Bank of New Hampshire | 33,084 | $3,120,152 | 0.94% |
| PERSONAL CFO SOLUTIONS, LLC | 29,137 | $2,747,942 | 0.54% |
| VIAWEALTH, LLC | 7,736 | $729,549 | 0.54% |
| CAPITAL WEALTH MANAGEMENT, LLC | 9,823 | $926,407 | 0.51% |
| Ackerman Capital Advisors, LLC | 14,067 | $1,326,659 | 0.37% |
| Blue Barn Wealth, LLC | 5,946 | $560,734 | 0.37% |
| Milestone Advisory Partners | 3,345 | $315,467 | 0.26% |