Summit Financial Strategies, Inc. - VANGUARD ADMIRAL FDS INC ownership

VANGUARD ADMIRAL FDS INC's ticker is VIOO and the CUSIP is 921932828. A total of 179 filers reported holding VANGUARD ADMIRAL FDS INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD ADMIRAL FDS INC
ValueSharesWeighting
Q3 2023$329,935
-4.9%
3,775
-0.0%
0.06%
-3.1%
Q2 2023$346,977
+4.6%
3,776
+1.1%
0.06%0.0%
Q1 2023$331,719
+2.5%
3,736
+100.0%
0.06%
-7.1%
Q4 2022$323,743
+6.1%
1,868
-1.2%
0.07%
-2.8%
Q3 2022$305,000
+1.3%
1,890
+6.8%
0.07%
+2.9%
Q2 2022$301,000
-56.1%
1,770
-48.9%
0.07%
-49.3%
Q1 2022$686,000
+32.4%
3,465
+40.5%
0.14%
+38.0%
Q4 2021$518,000
+6.6%
2,467
+2.3%
0.10%
+7.5%
Q3 2021$486,000
-12.3%
2,412
-9.7%
0.09%
-15.5%
Q2 2021$554,000
+38.2%
2,670
+11.6%
0.11%
-20.3%
Q4 2020$401,000
+27.3%
2,392
-1.9%
0.14%
+7.8%
Q3 2020$315,000
+5.0%
2,438
+1.7%
0.13%
-3.8%
Q2 2020$300,0002,3970.13%
Other shareholders
VANGUARD ADMIRAL FDS INC shareholders Q2 2021
NameSharesValueWeighting ↓
Wiser Wealth Management, Inc 155,163$14,257,9025.72%
Sebold Capital Management, Inc. 68,578$6,301,6485.03%
One Day In July LLC 290,488$26,692,9754.83%
Orgel Wealth Management, LLC 1,367,480$125,657,7124.15%
Bryant Woods Investment Advisors, LLC 50,038$4,597,9003.27%
CAROLINAS WEALTH CONSULTING LLC 150,197$13,801,6332.74%
Baystate Wealth Management LLC 343,324$31,548,0892.59%
Mitsubishi UFJ Asset Management (UK) Ltd. 37,000$3,4002.19%
EQ LLC 28,460$2,615,1952.15%
Verum Partners LLC 23,994$2,204,8432.00%
View complete list of VANGUARD ADMIRAL FDS INC shareholders