Trevian Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

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 Q3 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders