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Vanguard Scottsdale Fds cmn shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in Vanguard Scottsdale Fds cmn

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

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $339k 1.0k 338.72

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Vanguard Scottsdale Fds cmn

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

View all funds holding Vanguard Scottsdale Fds cmn