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 192 filers reported holding VANGUARD ADMIRAL FDS INC in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 980,000$82,839,4006.36%
Bryant Woods Investment Advisors, LLC 65,407$5,528,8354.02%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 35,130$2,969,5393.35%
WNY Asset Management, LLC 194,896$16,474,4523.21%
Soltis Investment Advisors LLC 204,094$17,252,0472.22%
Gratus Capital, LLC 306,979$25,948,9761.76%
Anson Capital, Inc. 10,715$905,7741.72%
HARBOR ADVISORY CORP /MA/ 52,339$4,424,2161.60%
Bridgeworth, LLC 143,471$12,127,5921.34%
Texas Capital Bank Wealth Management Services Inc 101,109$8,546,7441.08%
View complete list of VANGUARD ADMIRAL FDS INC shareholders