AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$48,598,785
+1572.3%
233,379
+1668.0%
1.66%
+689.0%
Q2 2023$2,906,158
-7.3%
13,200
-11.2%
0.21%
-11.4%
Q1 2023$3,134,380
-1.3%
14,861
-4.7%
0.24%
-9.5%
Q4 2022$3,176,972
+51.8%
15,588
+40.0%
0.26%
+32.3%
Q3 2022$2,093,000
-11.9%
11,132
-7.7%
0.20%
-9.2%
Q2 2022$2,375,000
+3.4%
12,056
+24.8%
0.22%
+21.1%
Q1 2022$2,298,000
+6.6%
9,659
+14.2%
0.18%
+14.6%
Q4 2021$2,155,0008,4570.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders