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 5,803$882,0003.04%
RWA WEALTH PARTNERS, LLC 70,613$10,736,0001.13%
Gateway Advisory, LLC 14,333$2,179,0000.51%
Ackerman Capital Advisors, LLC 6,946$1,056,0000.29%
Summit Asset Management, LLC 4,092$622,0000.26%
QUEST CAPITAL MANAGEMENT INC /ADV 5,821$885,0000.24%
PACIFIC SUN FINANCIAL CORP 1,449$220,0000.18%
Relyea Zuckerberg Hanson LLC 1,599$263,0000.17%
STEPHENS INC /AR/ 37,241$5,662,0000.11%
Biltmore Capital Advisors LLC 1,495$227,0000.07%
View complete list of VANGUARD ADMIRAL FDS INC shareholders