Source Financial Advisors LLC - VANGUARD ADMIRAL FDS INC ownership

VANGUARD ADMIRAL FDS INC's ticker is IVOO and the CUSIP is 921932885. A total of 148 filers reported holding VANGUARD ADMIRAL FDS INC in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of VANGUARD ADMIRAL FDS INC
ValueSharesWeighting
Q3 2023$708,594
-22.6%
8,383
-18.9%
0.24%
-20.3%
Q2 2023$915,319
+4.0%
10,336
-0.6%
0.30%
+1.7%
Q1 2023$880,263
-13.0%
10,395
+68.0%
0.30%
-22.4%
Q4 2022$1,012,139
+13.1%
6,188
+2.7%
0.38%
+7.3%
Q3 2022$895,000
-26.2%
6,023
-23.9%
0.35%
-25.5%
Q2 2022$1,212,000
-15.4%
7,916
+0.5%
0.48%
+12.6%
Q1 2022$1,432,000
+48.1%
7,878
+56.0%
0.42%
+61.7%
Q4 2021$967,000
+16.5%
5,051
+8.4%
0.26%
+21.4%
Q3 2021$830,000
-0.4%
4,658
+1.8%
0.22%
+0.5%
Q2 2021$833,000
-7.1%
4,575
-10.0%
0.21%
-10.5%
Q1 2021$897,000
+27.6%
5,084
+12.4%
0.24%
+25.8%
Q4 2020$703,0004,5220.19%
Other shareholders
VANGUARD ADMIRAL FDS INC shareholders Q4 2020
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