Trevian Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
Trevian Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$52,526
+3.6%
133,756
-0.8%
48.22%
+1.7%
Q1 2023$50,684
+77.4%
134,772
+65.7%
47.40%
+51.7%
Q4 2022$28,573
-99.9%
81,327
-35.4%
31.24%
-33.1%
Q3 2022$41,357,000
-3.7%
125,973
+2.1%
46.68%
+0.2%
Q2 2022$42,932,000
-7.6%
123,326
+10.2%
46.60%
+3.6%
Q1 2022$46,452,000
+5.0%
111,883
+10.9%
44.96%
+5.9%
Q4 2021$44,248,000100,85242.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders