Vanguard Small-Cap ETF shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Trevian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap ETF by Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $746k | 3.1k | 240.41 |
| 2024-09-30 | $735k | 3.1k | 237.10 |
| 2024-03-31 | $806k | 3.5k | 228.52 |
| 2023-12-31 | $749k | 3.5k | 213.33 |
| 2023-09-30 | $663k | 3.5k | 189.05 |
| 2023-03-31 | $711k | 3.8k | 189.60 |
| 2022-12-31 | $691k | 3.8k | 183.44 |
| 2022-09-30 | $643k | 3.8k | 170.97 |
| 2022-06-30 | $662k | 3.8k | 176.11 |
| 2022-03-31 | $797k | 3.8k | 212.31 |
| 2021-12-31 | $839k | 3.7k | 225.72 |