AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$876,762
-15.2%
6,167
-12.0%
0.06%
-19.2%
Q1 2023$1,033,655
+38.8%
7,007
+44.3%
0.08%
+27.9%
Q4 2022$744,563
-59.1%
4,855
-62.1%
0.06%
-64.5%
Q3 2022$1,820,000
-12.0%
12,795
-5.8%
0.17%
-9.5%
Q2 2022$2,068,000
+212.4%
13,580
+232.3%
0.19%
+265.4%
Q1 2022$662,000
-6.8%
4,087
-9.9%
0.05%0.0%
Q4 2021$710,0004,5370.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders