AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders