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

VANGUARD ADMIRAL FDS INC's ticker is IVOO and the CUSIP is 921932885. A total of 162 filers reported holding VANGUARD ADMIRAL FDS INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD ADMIRAL FDS INC
ValueSharesWeighting
Q3 2023$842,426
-4.5%
9,9660.0%0.16%
-3.0%
Q2 2023$882,539
+4.6%
9,9660.0%0.16%
-0.6%
Q1 2023$843,921
+3.5%
9,966
+100.0%
0.17%
-5.1%
Q4 2022$815,069
+15.8%
4,983
+5.2%
0.18%
+4.8%
Q3 2022$704,000
-0.4%
4,735
+2.5%
0.17%
+0.6%
Q2 2022$707,000
-47.1%
4,619
-37.2%
0.17%
-38.3%
Q1 2022$1,337,000
+57.9%
7,354
+66.3%
0.27%
+65.0%
Q4 2021$847,000
+7.5%
4,4210.0%0.16%
+7.9%
Q3 2021$788,000
-2.1%
4,4210.0%0.15%
-5.0%
Q2 2021$805,000
+23.1%
4,421
+5.1%
0.16%
-29.3%
Q4 2020$654,000
+23.9%
4,2070.0%0.22%
+4.7%
Q3 2020$528,000
+3.3%
4,207
-1.0%
0.22%
-5.3%
Q2 2020$511,0004,2480.23%
Other shareholders
VANGUARD ADMIRAL FDS INC shareholders Q2 2021
NameSharesValueWeighting ↓
TEXAS CAPITAL BANCSHARES INC/TX 48,151$4,830,00010.94%
IRON Financial LLC 34,883$3,499,0004.51%
PACIFIC FINANCIAL GROUP INC 3,640$365,0000.65%
PHILLIPS FINANCIAL MANAGEMENT, LLC 17,202$1,786,0000.48%
LifePlan Financial Group, Inc 6,443$646,0000.44%
NAPLES GLOBAL ADVISORS, LLC 9,335$936,0000.38%
Wellesley Investment Partners, LLC 6,747$676,0000.36%
SUN LIFE FINANCIAL INC 22,195$2,226,0000.26%
Marble Harbor Investment Counsel, LLC 8,485$851,0000.21%
HBK Sorce Advisory LLC 7,392$741,0000.16%
View complete list of VANGUARD ADMIRAL FDS INC shareholders