Vanguard Large-Cap ETF shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 1.2k | 307.86 |
| 2025-06-30 | $340k | 1.2k | 285.71 |
| 2025-03-31 | $306k | 1.2k | 257.14 |
| 2024-12-31 | $321k | 1.2k | 269.75 |
| 2024-09-30 | $313k | 1.2k | 263.03 |
| 2024-03-31 | $285k | 1.2k | 239.50 |
| 2023-12-31 | $260k | 1.2k | 218.49 |
| 2023-09-30 | $233k | 1.2k | 195.80 |
| 2023-03-31 | $226k | 1.2k | 186.47 |
| 2022-12-31 | $211k | 1.2k | 174.09 |
| 2022-06-30 | $209k | 1.2k | 172.44 |
| 2022-03-31 | $253k | 1.2k | 208.75 |
| 2021-12-31 | $268k | 1.2k | 221.12 |