AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,436,945
-3.9%
4,335
+28.1%
0.05%
-54.6%
Q2 2023$1,496,033
+182.1%
3,383
+145.9%
0.11%
+170.0%
Q1 2023$530,407
-24.6%
1,376
-37.5%
0.04%
-31.0%
Q4 2022$703,341
-6.3%
2,202
-9.9%
0.06%
-18.3%
Q3 2022$751,000
-8.0%
2,444
-2.2%
0.07%
-5.3%
Q2 2022$816,000
+5.2%
2,499
+34.0%
0.08%
+23.0%
Q1 2022$776,000
-4.7%
1,865
+4.9%
0.06%
+3.4%
Q4 2021$814,0001,7780.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders