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Vanguard Scottsdale Fds cmn shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $29M 97k 302.35
2025-06-30 $27M 97k 280.85
2025-03-31 $25M 96k 253.86
2024-12-31 $26M 96k 266.72
2024-09-30 $24M 93k 260.07
2024-06-30 $23M 91k 246.07

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

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