BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD ADMIRAL FDS INC ownership

VANGUARD ADMIRAL FDS INC's ticker is IVOO and the CUSIP is 921932885. A total of 189 filers reported holding VANGUARD ADMIRAL FDS INC in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD ADMIRAL FDS INC
ValueSharesWeighting
Q3 2023$12,679
-4.5%
1500.0%0.01%
+12.5%
Q2 2023$13,283
+4.6%
1500.0%0.01%
-11.1%
Q1 2023$12,702
+4.2%
150
+100.0%
0.01%0.0%
Q4 2022$12,192
+10.8%
750.0%0.01%0.0%
Q3 2022$11,000
-8.3%
750.0%0.01%0.0%
Q2 2022$12,000
-14.3%
750.0%0.01%0.0%
Q1 2022$14,0000.0%750.0%0.01%
+12.5%
Q4 2021$14,000
+7.7%
750.0%0.01%0.0%
Q3 2021$13,000
-7.1%
750.0%0.01%
-11.1%
Q2 2021$14,000
+7.7%
750.0%0.01%
+12.5%
Q1 2021$13,000
+8.3%
750.0%0.01%
+14.3%
Q4 2020$12,000
+33.3%
750.0%0.01%
+16.7%
Q3 2020$9,0000.0%750.0%0.01%
-33.3%
Q2 2020$9,000
+12.5%
750.0%0.01%
+12.5%
Q1 2020$8,000750.01%
Other shareholders
VANGUARD ADMIRAL FDS INC shareholders Q1 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