AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,192,078
+210.2%
8,129
+221.7%
0.11%
+45.3%
Q2 2023$1,029,114
+61.6%
2,527
+49.3%
0.08%
+56.2%
Q1 2023$636,837
-51.4%
1,693
-54.6%
0.05%
-55.6%
Q4 2022$1,310,247
+136.5%
3,729
+120.9%
0.11%
+107.7%
Q3 2022$554,000
-5.5%
1,6880.0%0.05%
-3.7%
Q2 2022$586,000
-56.4%
1,688
-47.8%
0.05%
-48.6%
Q1 2022$1,343,000
+104.4%
3,234
+115.0%
0.10%
+118.8%
Q4 2021$657,0001,5040.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders