Centricity Wealth Management »

Vanguard Scottsdale Fds cmn shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn held by Centricity Wealth Management 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $765k 2.7k 280.87
2025-03-31 $691k 2.7k 253.82
2024-12-31 $726k 2.7k 266.71

More positions owned by Centricity Wealth Management

Vanguard Index Fdss&p 500 Etf Etf (VOO)
Ishares Trmsci Eafe Etf Etf (EFA)
J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding Vanguard Scottsdale Fds cmn

Colony
Ameriprise Financial
FMR
UBS Group
Red Cedar Investment Management
Bank of New York Mellon
Stifel Financial
Jordan Park Group
Warren Averett Asset Management
Raymond James Financial
Envestnet Asset Management
Apella Capital
Flower City Capital
Wells Fargo & Company
Hilltop Partners

View all funds holding Vanguard Scottsdale Fds cmn