AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 787 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.3%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$6,117,571
+85.2%
106,208
+85.6%
0.21%
-12.6%
Q2 2023$3,302,728
-6.3%
57,210
-5.0%
0.24%
-10.5%
Q1 2023$3,526,110
+8.4%
60,234
+7.1%
0.27%
-0.4%
Q4 2022$3,252,172
-3.8%
56,246
-3.9%
0.27%
-16.2%
Q3 2022$3,381,000
-28.6%
58,509
-27.3%
0.32%
-26.6%
Q2 2022$4,737,000
+33.1%
80,467
+34.0%
0.44%
+56.8%
Q1 2022$3,559,000
+42.7%
60,050
+46.5%
0.28%
+52.7%
Q4 2021$2,494,00040,9940.18%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Alta Advisers Ltd 1,043,321$63,465,00050.08%
WIT, LLC 18,839,037$1,145,979,00025.70%
Cornerstone Wealth Advisors, Inc. 1,258,325$76,544,00025.40%
INSIGHT 2811, INC. 735,809$44,759,00025.40%
Truvvo Partners LLC 31,957$1,944,00020.72%
KEYSTONE WEALTH PARTNERS 605,082$36,807,00016.25%
Safir Wealth Advisors, LLC 325,860$19,822,00015.42%
Cordant, Inc. 425,985$25,913,00015.18%
Defender Capital, LLC. 713,696$43,414,00013.92%
MAYPORT, LLC 282,121$17,161,00012.77%
View complete list of VANGUARD SCOTTSDALE FDS shareholders