Octavia Wealth 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
Octavia Wealth Advisors, LLC ownership history of VANGUARD ADMIRAL FDS INC
ValueSharesWeighting
Q3 2023$1,441,733
-7.6%
17,006
-3.2%
0.29%
-7.9%
Q2 2023$1,560,373
+4.0%
17,566
-0.8%
0.32%
-6.2%
Q1 2023$1,499,924
+4.2%
17,713
+101.3%
0.34%
-4.8%
Q4 2022$1,439,352
+10.9%
8,800
+1.3%
0.36%
+1.1%
Q3 2022$1,298,000
-3.7%
8,688
-1.3%
0.35%
-0.6%
Q2 2022$1,348,000
-16.3%
8,804
-0.6%
0.35%
-1.4%
Q1 2022$1,610,000
-2.1%
8,855
+3.2%
0.36%
+0.8%
Q4 2021$1,644,000
+4.6%
8,583
-2.3%
0.36%
-11.7%
Q3 2021$1,572,000
-3.1%
8,786
-1.5%
0.40%
-6.1%
Q2 2021$1,623,000
+0.8%
8,916
-2.3%
0.43%
-10.6%
Q1 2021$1,610,000
+23.7%
9,124
+9.0%
0.48%
+13.2%
Q4 2020$1,302,0008,3680.42%
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