Trevian Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Trevian Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,562
+26.4%
16,770
+21.5%
3.27%
+24.1%
Q1 2023$2,817
-84.9%
13,801
-85.8%
2.64%
-87.1%
Q4 2022$18,633
-98.8%
97,460
+1056.4%
20.37%
+1092.7%
Q3 2022$1,513,000
-4.8%
8,428
+0.0%
1.71%
-1.0%
Q2 2022$1,589,000
-9.4%
8,427
+9.4%
1.72%
+1.6%
Q1 2022$1,754,000
+1.4%
7,701
+7.7%
1.70%
+2.4%
Q4 2021$1,729,0007,1521.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders