AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 712 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,087,790
+81.6%
5,585
+91.9%
0.04%
-14.0%
Q2 2023$598,996
-20.2%
2,911
-24.4%
0.04%
-24.6%
Q1 2023$750,716
+1.0%
3,852
-6.8%
0.06%
-6.6%
Q4 2022$743,308
+8.8%
4,135
+3.2%
0.06%
-6.2%
Q3 2022$683,000
-5.8%
4,007
-3.1%
0.06%
-3.0%
Q2 2022$725,000
-13.5%
4,135
+9.9%
0.07%
+3.1%
Q1 2022$838,000
-10.1%
3,763
+2.8%
0.06%
-4.4%
Q4 2021$932,0003,6600.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders