AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,313,828
-20.4%
10,032
-15.9%
0.04%
-62.2%
Q2 2023$1,650,320
+23.4%
11,926
+19.5%
0.12%
+17.8%
Q1 2023$1,337,482
+46.4%
9,976
+47.7%
0.10%
+34.7%
Q4 2022$913,276
+15.3%
6,753
+3.8%
0.08%0.0%
Q3 2022$792,000
-8.2%
6,503
-2.4%
0.08%
-5.1%
Q2 2022$863,000
-28.6%
6,665
-17.4%
0.08%
-16.0%
Q1 2022$1,208,000
+32.6%
8,073
+33.2%
0.09%
+42.4%
Q4 2021$911,0006,0630.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders