AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 727 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 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 Q2 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders