VANGUARD INDEX FDS
Reported by AXXCESS WEALTH MANAGEMENT LLC
Reported 59,858 shares, down 62,359 (51.0%) from the prior quarter.
Reported value -50.0%; share count -51.0% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 657000 |
| 2022-03-31 | 1343000 |
| 2022-06-30 | 586000 |
| 2022-09-30 | 554000 |
| 2022-12-31 | 1310247 |
| 2023-03-31 | 636837 |
| 2023-06-30 | 1029114 |
| 2023-09-30 | 3192078 |
| 2023-12-31 | 3516392 |
| 2024-03-31 | 4337171 |
| 2024-06-30 | 5547110 |
| 2024-09-30 | 6786455 |
| 2024-12-31 | 7473005 |
| 2025-03-31 | 11471306 |
| 2025-06-30 | 17107444 |
| 2025-09-30 | 26831332 |
| 2025-12-31 | 72010009 |
| 2026-03-31 | 69763179 |
| 2026-06-30 | 83940513 |
| 2026-09-30 | 41952965 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 59,858 | -62,359 (-51.0%) | 1.72% | $41,952,965 | 2026-10-21 | |
| Q2 2026 | Added | 122,217 | +5,468 (4.7%) | 1.34% | $83,940,513 | 2026-07-28 | |
| Q1 2026 | Added | 116,749 | +1,925 (1.7%) | 2.24% | $69,763,179 | 2026-04-29 | |
| Q4 2025 | Added | 114,824 | +71,010 (162.1%) | 1.25% | $72,010,009 | 2026-02-06 | |
| Q3 2025 | Added | 43,814 | +13,697 (45.5%) | 0.57% | $26,831,332 | 2025-11-07 | |
| Q2 2025 | Added | 30,117 | +7,796 (34.9%) | 0.4% | $17,107,444 | 2025-07-28 | |
| Q1 2025 | Added | 22,321 | +8,451 (60.9%) | 0.3% | $11,471,306 | 2025-04-30 | |
| Q4 2024 | Added | 13,870 | +1,009 (7.8%) | 0.18% | $7,473,005 | 2025-02-10 | |
| Q3 2024 | Added | 12,861 | +1,770 (16.0%) | 0.17% | $6,786,455 | 2024-11-04 | |
| Q2 2024 | Added | 11,091 | +2,068 (22.9%) | 0.15% | $5,547,110 | 2024-08-09 | |
| Q1 2024 | Added | 9,023 | +972 (12.1%) | 0.12% | $4,337,171 | 2024-05-14 | |
| Q4 2023 | Reduced | 8,051 | -78 (-1.0%) | 0.1% | $3,516,392 | 2024-02-06 | |
| Q3 2023 | Added | 8,129 | +5,602 (221.7%) | 0.11% | $3,192,078 | 2023-11-14 | |
| Q2 2023 | Added | 2,527 | +834 (49.3%) | 0.07% | $1,029,114 | 2023-08-08 | |
| Q1 2023 | Reduced | 1,693 | -2,036 (-54.6%) | 0.05% | $636,837 | 2023-05-03 | |
| Q4 2022 | Added | 3,729 | +2,041 (120.9%) | 0.11% | $1,310,247 | 2023-02-14 | |
| Q3 2022 | Unchanged | 1,688 | 0 (0.0%) | 0.05% | $554,000 | 2022-11-14 | |
| Q2 2022 | Reduced | 1,688 | -1,546 (-47.8%) | 0.05% | $586,000 | 2022-08-11 | |
| Q1 2022 | Added | 3,234 | +1,730 (115.0%) | 0.1% | $1,343,000 | 2022-08-11 | |
| Q4 2021 | New | 1,504 | +1,504 (0.0%) | 0.05% | $657,000 | 2022-08-11 |
Who else reported the position
2225 managers reported VANGUARD INDEX FDS for Q3 2026 so far.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| ASSETMARK INC | Added | 4,176,253 | +138,388 | 4.92% | $2,926,968,433 | 52 qtrs |
| National Mutual Insurance Federation of Agricultural Cooperatives | Unchanged | 2,925,650 | 0 | 13.11% | $2,050,471,059 | 50 qtrs |
| MEITAV DASH INVESTMENTS LTD | Added | 2,912,192 | +410,586 | 13.14% | $2,041,022,141 | 2 qtrs |
| CLIFTONLARSONALLEN WEALTH ADVISORS LLC | Added | 2,447,239 | +93,754 | 22.4% | $1,715,171,755 | 26 qtrs |
| TRUIST FINANCIAL CORPORATION | Added | 2,241,232 | +508,447 | 1.86% | $1,570,790,295 | 45 qtrs |
| Cambridge Investment Research Advisors Inc | Reduced | 2,042,146 | -11,240 | 3.17% | $1,431,258,000 | 45 qtrs |
| Creative Planning | Added | 1,682,882 | +26,978 | 0.66% | $1,179,464,484 | 52 qtrs |
| Nicholas Hoffman & Company LLC | Added | 1,407,032 | +6,790 | 20.6% | $986,132,157 | 40 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Reduced | 1,246,746 | -68,710 | 1.14% | $873,794,517 | 36 qtrs |
| Mirae Asset Global Investments Co Ltd | Reduced | 1,242,396 | -2,842 | 1.53% | $870,745,661 | 52 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2026
- Filed
- October 21, 2026
- Filing type
- 13F-HR
- Position type
- S&P 500 ETF SHS
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 59,858
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.