Trevian Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Trevian Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,873
-10.8%
20,042
-12.8%
2.64%
-12.5%
Q1 2023$3,221
+115.3%
22,975
+104.0%
3.01%
+84.2%
Q4 2022$1,496
-99.9%
11,260
-51.0%
1.64%
-50.4%
Q3 2022$2,920,000
+4.2%
22,974
+8.3%
3.30%
+8.3%
Q2 2022$2,802,000
+3.5%
21,217
+29.7%
3.04%
+16.1%
Q1 2022$2,708,000
+17.6%
16,353
+31.7%
2.62%
+18.7%
Q4 2021$2,302,00012,4172.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,438$30,070,0009.96%
FC Advisory LLC 121,705$14,052,0008.92%
Van Cleef Asset Management,Inc 325,052$37,531,0008.71%
Harfst & Associates, Inc. 133,295$15,390,0006.58%
Bridgeworth, LLC 132,087$15,251,0006.04%
RESTON WEALTH MANAGEMENT LLC 55,500$6,578,0005.27%
First National Bank of South Miami 42,291$4,883,0004.67%
Wilshire Advisors LLC 41,425$4,783,0004.48%
New England Private Wealth Advisors LLC 140,946$16,273,0004.22%
COLDSTREAM CAPITAL MANAGEMENT INC 408,355$47,148,0004.12%
View complete list of VANGUARD INDEX FDS shareholders