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
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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 |
|---|---|---|---|
| 2025-09-30 | $362k | 754 | 479.61 |
| 2025-06-30 | $331k | 754 | 438.99 |
| 2025-03-31 | $280k | 754 | 371.35 |
| 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 |