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Vanguard Mega Cap 300 Growth Index ETF shares owned by Trevian Wealth Management

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Growth Index ETF (MGK) shares owned by Trevian Wealth Management from 13F filings

Historical chart of Trevian Wealth Management investment in Vanguard Mega Cap 300 Growth Index ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Growth Index ETF held by Trevian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mega Cap 300 Growth Index ETF by Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $287k 1.0k 286.71
2023-12-31 $238k 916 259.83

More positions owned by Trevian Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Northeast Bk Lewiston Me (NBN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Toast Cl A (TOST)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Trevian Wealth Management

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Bank of America Corporation
Morgan Stanley
Lincoln National
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Pnc Financial Services
Ameriprise Financial
Kensington Asset Management
Royal Bank of Canada
Angeles Wealth Management
Advisor Group Holdings

View all funds holding Vanguard Mega Cap 300 Growth Index ETF