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Vanguard Scottsdale Fds cmn shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn held by Next Level Wealth 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $620k 2.1k 302.35
2025-06-30 $535k 1.9k 280.86
2025-03-31 $404k 1.6k 253.86

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

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