Summit Trail Advisors »

Vanguard Scottsdale Fds cmn shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail Advisors investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn held by Summit Trail Advisors 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $72M 213k 338.72
2021-12-31 $204k 934 218.42

More positions owned by Summit Trail Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
Ollies Bargain Outlt Hldgs I (OLLI)
Amphenol Corp Cl A (APH)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dlocal Class A Com (DLO)
Amazon (AMZN)

View all positions for Summit Trail Advisors

Top funds holding Vanguard Scottsdale Fds cmn

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

View all funds holding Vanguard Scottsdale Fds cmn