AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,294,975
-18.2%
16,639
-15.8%
0.08%
-61.6%
Q2 2023$2,806,759
+2.2%
19,752
-0.6%
0.20%
-2.4%
Q1 2023$2,745,489
-28.1%
19,879
-26.9%
0.21%
-34.0%
Q4 2022$3,818,427
+23.9%
27,203
+9.0%
0.32%
+7.9%
Q3 2022$3,082,000
-17.1%
24,957
-11.5%
0.29%
-14.6%
Q2 2022$3,718,000
-15.0%
28,190
-4.7%
0.34%0.0%
Q1 2022$4,372,000
+5.6%
29,581
+5.1%
0.34%
+13.2%
Q4 2021$4,139,00028,1360.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders