AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,579,223
+1193.5%
50,665
+1260.5%
0.33%
+505.6%
Q2 2023$740,585
-25.8%
3,724
-29.3%
0.05%
-28.9%
Q1 2023$998,484
+10.5%
5,267
+7.0%
0.08%
+1.3%
Q4 2022$903,210
+7.8%
4,921
+0.4%
0.08%
-5.1%
Q3 2022$838,000
-2.7%
4,901
+0.3%
0.08%0.0%
Q2 2022$861,000
-17.1%
4,887
+0.1%
0.08%
-2.5%
Q1 2022$1,038,000
-3.1%
4,884
+3.0%
0.08%
+3.8%
Q4 2021$1,071,0004,7420.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders