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Vanguard Scottsdale Fds cmn shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $490k 2.3k 216.94
2023-09-30 $310k 1.6k 194.66
2023-06-30 $321k 1.6k 201.56
2023-03-31 $424k 2.3k 186.33
2022-12-31 $397k 2.3k 174.26

More positions owned by Delap Wealth Advisory

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

Top funds holding Vanguard Scottsdale Fds cmn

Red Cedar Investment Management
UBS Group
Bank of America Corporation
Daido Life Insurance
Austin Private Wealth
HPM Partners
Goldman Sachs Group
Warren Averett Asset Management
Private Capital Management
Stifel Financial
Bank of New York Mellon
Hilltop Partners
Flower City Capital
Sherrill & Hutchins Financial Advisory
Raymond James Financial Services Advisors

View all funds holding Vanguard Scottsdale Fds cmn