CAPITAL WEALTH MANAGEMENT, LLC - VANGUARD ADMIRAL FDS INC ownership

Quarter-by-quarter ownership
CAPITAL WEALTH MANAGEMENT, LLC ownership history of VANGUARD ADMIRAL FDS INC
ValueSharesWeighting
Q3 2023$926,407
-11.3%
9,823
-6.8%
0.51%
-10.7%
Q2 2023$1,044,725
-1.7%
10,540
-6.0%
0.57%
-6.7%
Q1 2023$1,062,480
-20.4%
11,215
+56.6%
0.61%
-32.4%
Q4 2022$1,335,111
+31.0%
7,163
+23.1%
0.90%
+14.3%
Q3 2022$1,019,000
+14.5%
5,818
+18.2%
0.79%
+19.7%
Q2 2022$890,000
+28.6%
4,923
+53.6%
0.66%
+41.3%
Q1 2022$692,0003,2050.47%
Other shareholders
VANGUARD ADMIRAL FDS INC shareholders Q4 2023
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 49,923$4,708,2385.45%
LMG Wealth Partners, LLC 74,565$7,032,2252.14%
LOWERY THOMAS, LLC 14,966$1,411,4101.35%
Bank of New Hampshire 33,084$3,120,1520.94%
PERSONAL CFO SOLUTIONS, LLC 29,137$2,747,9420.54%
VIAWEALTH, LLC 7,736$729,5490.54%
CAPITAL WEALTH MANAGEMENT, LLC 9,823$926,4070.51%
Ackerman Capital Advisors, LLC 14,067$1,326,6590.37%
Blue Barn Wealth, LLC 5,946$560,7340.37%
Milestone Advisory Partners 3,345$315,4670.26%
View complete list of VANGUARD ADMIRAL FDS INC shareholders