SAX WEALTH ADVISORS, LLC - VANGUARD ADMIRAL FDS INC ownership

VANGUARD ADMIRAL FDS INC's ticker is IVOO and the CUSIP is 921932885. A total of 162 filers reported holding VANGUARD ADMIRAL FDS INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD ADMIRAL FDS INC
ValueSharesWeighting
Q3 2023$956,948
-4.5%
11,321
+0.1%
0.19%
-5.5%
Q2 2023$1,001,992
+4.6%
11,3150.0%0.20%
-3.8%
Q1 2023$958,147
+3.6%
11,315
+100.1%
0.21%
-2.8%
Q4 2022$925,003
+7.9%
5,655
-2.0%
0.21%
-3.2%
Q3 2022$857,000
-3.1%
5,7700.0%0.22%
-1.8%
Q2 2022$884,000
-15.6%
5,770
+0.1%
0.22%
-11.1%
Q1 2022$1,048,000
-5.1%
5,767
+0.0%
0.25%
+10.0%
Q4 2021$1,104,000
+7.7%
5,765
+0.2%
0.23%
-5.3%
Q3 2021$1,025,000
-2.1%
5,7520.0%0.24%
-32.3%
Q2 2021$1,047,000
+3.3%
5,752
+0.1%
0.36%
-3.2%
Q1 2021$1,014,000
+12.4%
5,748
-0.9%
0.37%
-10.6%
Q4 2020$902,0005,7980.42%
Other shareholders
VANGUARD ADMIRAL FDS INC shareholders Q2 2021
NameSharesValueWeighting ↓
TEXAS CAPITAL BANCSHARES INC/TX 48,151$4,830,00010.94%
IRON Financial LLC 34,883$3,499,0004.51%
PACIFIC FINANCIAL GROUP INC 3,640$365,0000.65%
PHILLIPS FINANCIAL MANAGEMENT, LLC 17,202$1,786,0000.48%
LifePlan Financial Group, Inc 6,443$646,0000.44%
NAPLES GLOBAL ADVISORS, LLC 9,335$936,0000.38%
Wellesley Investment Partners, LLC 6,747$676,0000.36%
SUN LIFE FINANCIAL INC 22,195$2,226,0000.26%
Marble Harbor Investment Counsel, LLC 8,485$851,0000.21%
HBK Sorce Advisory LLC 7,392$741,0000.16%
View complete list of VANGUARD ADMIRAL FDS INC shareholders