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Vanguard Scottsdale Fds cmn shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate 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 Elevate 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 Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7k 8 338.75

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Vanguard Scottsdale Fds cmn

Morgan Stanley
Ameriprise Financial
FMR
UBS Group
Stifel Financial
Red Cedar Investment Management
Bank of New York Mellon
Bank of America Corporation
Citigroup
Jordan Park Group
Apella Capital
Raymond James Financial
Warren Averett Asset Management
HPM Partners
MAI Wealth Advisors

View all funds holding Vanguard Scottsdale Fds cmn