AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,073,192
+1061.1%
55,353
+1106.5%
0.51%
+446.8%
Q2 2023$1,298,220
-90.2%
4,588
-91.4%
0.09%
-90.6%
Q1 2023$13,254,992
+26.3%
53,139
+7.9%
1.00%
+15.8%
Q4 2022$10,498,225
+1469.2%
49,262
+1476.4%
0.87%
+1274.6%
Q3 2022$669,000
-20.1%
3,125
-16.8%
0.06%
-18.2%
Q2 2022$837,000
-73.7%
3,755
-66.1%
0.08%
-69.1%
Q1 2022$3,182,000
-8.9%
11,063
+1.7%
0.25%
-2.4%
Q4 2021$3,492,00010,8830.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders