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Vanguard Growth ETF shares owned by Trevian Wealth Management

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Trevian Wealth Management from 13F filings

Historical chart of Trevian Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth 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 Growth ETF by Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $309k 754 409.81
2024-09-30 $289k 754 383.29
2024-03-31 $260k 754 344.83
2023-12-31 $234k 754 310.34
2023-09-30 $205k 754 271.88
2022-03-31 $217k 754 287.80

More positions owned by Trevian Wealth Management

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

View all positions for Trevian Wealth Management

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Financial Engines Advisors L.L.C
Axiom Advisory
LPL Financial
Wells Fargo & Company
EP Wealth Advisors
Mill Creek Capital Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Balentine

View all funds holding Vanguard Growth ETF