Trevian Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
Trevian Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$233
+3.1%
1,190
-1.8%
0.21%
+1.4%
Q1 2023$226
+7.1%
1,2120.0%0.21%
-8.7%
Q4 2022$211
-99.9%
1,2120.0%0.23%
+1.8%
Q2 2022$209,000
-17.4%
1,2120.0%0.23%
-7.3%
Q1 2022$253,000
-5.6%
1,2120.0%0.24%
-4.7%
Q4 2021$268,0001,2120.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
JFG Wealth Management, LLC 601,566$117,720,45138.45%
Johnson Financial Group, LLC 1,351,285$264,432,96237.77%
McCarthy Grittinger Financial Group, LLC 321,005$62,817,38824.74%
James J. Burns & Company, LLC 424,411$83,05322.31%
Wealthquest Corp 750,468$146,859,16018.02%
OAK HILL WEALTH ADVISORS, LLC 254,552$49,813,22216.62%
National Mutual Insurance Federation of Agricultural Cooperatives 6,543,317$1,280,461,70415.78%
Capital Asset Advisory Services LLC 1,083,810$216,848,67314.85%
Voya Financial Advisors, Inc. 551,057$108,161,34613.47%
Koesten, Hirschmann & Crabtree, INC. 86,132$16,855,30913.20%
View complete list of VANGUARD INDEX FDS shareholders