Formulate Financial »

Vanguard Scottsdale Fds cmn shares owned by Formulate Financial

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

Historical chart of Formulate Financial investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn held by Formulate Financial 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 Formulate Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 7.3k 302.35

More positions owned by Formulate Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)

View all positions for Formulate Financial

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