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Vanguard FTSE All-World ex-US ETF shares owned by Trevian Wealth Management

Quarter-by-quarter ownership of Vanguard FTSE All-World ex-US ETF (VEU) shares owned by Trevian Wealth Management from 13F filings

Historical chart of Trevian Wealth Management investment in Vanguard FTSE All-World ex-US ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All-World ex-US 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 FTSE All-World ex-US ETF by Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 47k 58.64
2023-12-31 $2.2M 39k 56.13
2023-09-30 $2.3M 44k 51.87
2023-03-31 $2.4M 44k 53.48
2022-12-31 $2.7M 54k 50.14
2022-09-30 $1.1M 25k 44.35

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 FTSE All-World ex-US ETF

Morgan Stanley
Northern Trust
Bank of America Corporation
Sanders Capital
Envestnet Asset Management
Pnc Financial Services
Goldman Sachs Group
Janney Montgomery Scott
Raymond James & Associates
BKD Wealth Advisors
WestEnd Advisors
UBS Group
CIBC Global Asset Management
CBIZ Investment Advisory Services
Diversified Trust Company

View all funds holding Vanguard FTSE All-World ex-US ETF