Trevian Wealth Management LLC purchased a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 3rd quarter, Holdings Channel reports. The fund purchased 128,855 shares of the company’s stock, valued at approximately $67,993,000. Vanguard S&P 500 ETF makes up 55.7% of Trevian Wealth Management LLC’s portfolio, making the stock its biggest […]

Trevian Wealth Management LLC purchased a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,526 shares of the exchange traded fund’s stock, valued at approximately $1,021,000. […]

Trevian Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 741 shares of the company’s stock, valued at approximately $428,000. iShares Core S&P 500 ETF accounts for […]