AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$564,617
-80.6%
2,402
-79.1%
0.02%
-91.7%
Q1 2022$2,917,000
-1.9%
11,468
+2.8%
0.23%
+5.1%
Q4 2021$2,973,00011,1600.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 106,792$24,429,00018.01%
Allied Investment Advisors, LLC 95,411$21,825,0009.35%
Beacon Capital Management, Inc. 742,169$169,771,0006.88%
Capital Advantage, Inc. 102,242$23,388,0006.37%
Morningstar Investment Management LLC 273,598$62,586,0006.28%
Essex Private Wealth Management, LLC 26,900$6,153,0005.87%
ASSET PLANNING CORPORATION 23,590$5,396,0005.61%
New England Investment & Retirement Group, Inc. 99,109$22,671,0005.48%
Adaptive Financial Consulting, LLC 34,485$7,889,0005.30%
Tatro Capital, LLC 28,902$6,611,0005.12%
View complete list of VANGUARD WORLD FDS shareholders