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Vanguard Total Stock Market ETF shares owned by Trevian Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Trevian Wealth Management from 13F filings

Historical chart of Trevian Wealth Management investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market 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 Total Stock Market ETF by Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 17k 259.92
2023-12-31 $3.6M 15k 237.25
2023-09-30 $3.6M 17k 212.40
2023-03-31 $2.8M 14k 204.12
2022-12-31 $19M 98k 191.19
2022-09-30 $1.5M 8.4k 179.52
2022-06-30 $1.6M 8.4k 188.56
2022-03-31 $1.8M 7.7k 227.76
2021-12-31 $1.7M 7.2k 241.75

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 Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF