AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

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 Q1 2022
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders