AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 947 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$337,565
-77.2%
2,244
-76.4%
0.01%
-78.0%
Q1 2024$1,483,328
+5.4%
9,514
-1.9%
0.04%0.0%
Q4 2023$1,407,032
+7.1%
9,703
-3.3%
0.04%
-8.9%
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 Q2 2024
NameSharesValueWeighting ↓
Waverly Advisors, LLC 381,655$32,403,00017.52%
Arrow Investment Advisors, LLC 639,200$54,268,0009.82%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 26,399$2,241,0007.94%
Dorsey Wright & Associates 639,200$54,268,0007.59%
Cranbrook Wealth Management, LLC 114,816$9,748,0006.55%
IBBOTSON ASSOCIATES INC 64,346$5,463,0006.11%
CONDOR CAPITAL MANAGEMENT 247,808$21,039,0005.85%
Avior Wealth Management, LLC 70,346$5,972,0005.08%
SVA Wealth Management, LLC 114,737$9,741,0004.15%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,879,500$159,570,0003.88%
View complete list of VANGUARD INDEX FDS shareholders