AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,717 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.86 and the average weighting 2.7%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$5,547,110
+27.9%
11,091
+22.9%
0.15%
+23.5%
Q1 2024$4,337,171
+23.3%
9,023
+12.1%
0.12%
+16.7%
Q4 2023$3,516,392
+10.2%
8,051
-1.0%
0.10%
-6.4%
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 Q2 2024
NameSharesValueWeighting ↓
GLOBE LIFE INC. 693,701$189,103,000100.00%
Mercer Investments LLC 14,984$4,084,772,00084.33%
E-L Financial Corp Ltd 1,653,696$596,885,00082.55%
Mangham Associates,LLC 369,725$100,787,00074.89%
JBF Capital, Inc. 1,458,168$397,497,00070.92%
HM Capital Management, LLC 311,098$84,805,00053.58%
Wall Capital Group, Inc. 395,967$107,941,00051.17%
AXIS CAPITAL HOLDINGS LTD 218,067$59,445,00047.47%
Fairfield University 163,484$44,565,738,00047.20%
Summit Rock Advisors, LP 167,694$45,713,00042.63%
View complete list of VANGUARD INDEX FDS shareholders