AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 2,073 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.38 and the average weighting 1.6%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,322,156
-87.6%
6,209
-88.6%
0.06%
-88.1%
Q1 2024$18,694,344
+11.2%
54,313
+0.5%
0.51%
+4.9%
Q4 2023$16,804,796
+11.5%
54,056
-2.3%
0.49%
-5.1%
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 Q2 2024
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders