AXXCESS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,291,309
+129.7%
29,619
+138.2%
0.21%
+8.1%
Q2 2023$2,739,373
-2.6%
12,436
-9.8%
0.20%
-7.0%
Q1 2023$2,813,267
+34.2%
13,784
+25.8%
0.21%
+23.1%
Q4 2022$2,095,720
-48.4%
10,961
-51.6%
0.17%
-54.9%
Q3 2022$4,062,000
+13.6%
22,632
+19.4%
0.38%
+16.7%
Q2 2022$3,575,000
-13.3%
18,954
+4.6%
0.33%
+2.2%
Q1 2022$4,123,000
+38.9%
18,112
+47.3%
0.32%
+48.4%
Q4 2021$2,969,00012,2980.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders