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Vanguard Scottsdale Fds cmn shares owned by Zrc Wealth Management

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

Historical chart of Zrc 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 Zrc 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 60 258.18
2024-06-30 $15k 59 246.81
2024-03-31 $14k 59 239.05

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Reit Etf (SCHH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Zrc Wealth Management

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