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Vanguard Scottsdale Fds cmn shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Vanguard Scottsdale Fds cmn

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

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 51 302.35
2025-06-30 $14k 51 280.86
2025-03-31 $13k 51 253.84
2024-12-31 $14k 51 266.73

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Top funds holding Vanguard Scottsdale Fds cmn

Colony
Morgan Stanley
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

View all funds holding Vanguard Scottsdale Fds cmn