Trevian Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,524 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Trevian Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$663
-6.8%
3,507
-6.5%
0.61%
-8.4%
Q1 2023$711
+2.9%
3,750
-0.5%
0.66%
-12.0%
Q4 2022$691
-99.9%
3,767
+0.2%
0.76%
+4.1%
Q3 2022$643,000
-2.9%
3,761
+0.1%
0.73%
+1.0%
Q2 2022$662,000
-16.9%
3,759
+0.1%
0.72%
-6.7%
Q1 2022$797,000
-5.0%
3,754
+1.0%
0.77%
-4.2%
Q4 2021$839,0003,7170.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders