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 177 filers reported holding VANGUARD ADMIRAL FDS INC in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
TEXAS CAPITAL BANCSHARES INC/TX 228,505$22,263,00012.01%
IRON Financial LLC 49,844$48,563,0004.91%
PHILLIPS FINANCIAL MANAGEMENT, LLC 23,419$2,244,0000.64%
Virtu Financial LLC 44,426$4,327,0000.53%
NAPLES GLOBAL ADVISORS, LLC 9,615$937,0000.50%
LifePlan Financial Group, Inc 5,419$528,0000.35%
HBK Sorce Advisory LLC 8,194$798,0000.28%
PACIFIC FINANCIAL GROUP INC 5,268$513,0000.15%
INVESTMENT CENTERS OF AMERICA INC 3,589$351,0000.08%
B. Riley Wealth Management, Inc. 917$89,0000.07%
View complete list of VANGUARD ADMIRAL FDS INC shareholders