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Vanguard Scottsdale Fds cmn shares owned by Circle Wealth Management

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

Historical chart of Circle 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 Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $292k 945 309.04

More positions owned by Circle Wealth Management

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Gold Tr Ishares New (IAU)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Circle Wealth Management

Top funds holding Vanguard Scottsdale Fds cmn

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

View all funds holding Vanguard Scottsdale Fds cmn