AdvicePeriod »

Vanguard Scottsdale Fds cmn shares owned by AdvicePeriod

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VONE) shares owned by AdvicePeriod from 13F filings

Historical chart of AdvicePeriod investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn held by AdvicePeriod consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Scottsdale Fds cmn by AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.6M 13k 200.29
2021-03-31 $1.6M 8.6k 185.21
2020-12-31 $1.1M 6.1k 175.14
2020-09-30 $276k 1.8k 155.06

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding Vanguard Scottsdale Fds cmn

Red Cedar Investment Management
Morgan Stanley
Bank of America Corporation
Daido Life Insurance
Stifel Financial
Hilltop Partners
Austin Private Wealth
HPM Partners
Envestnet Asset Management
Bank of New York Mellon
Flower City Capital
Goldman Sachs Group
Sherrill & Hutchins Financial Advisory
Raymond James & Associates
Wells Fargo & Company

View all funds holding Vanguard Scottsdale Fds cmn