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Vanguard Scottsdale Fds cmn shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Vanguard Scottsdale Fds cmn

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All positions including Vanguard Scottsdale Fds cmn held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 67k 260.07
2024-06-30 $17M 69k 246.07
2024-03-31 $17M 71k 238.32
2023-12-31 $14M 67k 216.94

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Vanguard Scottsdale Fds cmn

Red Cedar Investment Management
Morgan Stanley
Bank of America Corporation
Daido Life Insurance
Stifel Financial
Hilltop Partners
Austin Private Wealth
HPM Partners
Envestnet Asset Management
Bank of New York Mellon
Flower City Capital
Goldman Sachs Group
Sherrill & Hutchins Financial Advisory
Raymond James & Associates
Wells Fargo & Company

View all funds holding Vanguard Scottsdale Fds cmn