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Vanguard Scottsdale Fds cmn shares owned by Centricity Wealth Management

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

Historical chart of Centricity 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 Centricity 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $78k 287 272.75
2025-03-31 $71k 287 246.76
2024-12-31 $75k 287 259.74

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View all positions for Centricity Wealth Management

Top funds holding Vanguard Scottsdale Fds cmn

Ameriprise Financial
Lincoln National
Tompkins Financial Corp
Cliffwater
Colony
Morgan Stanley
Natixis Asset Management Advisors
Goldman Sachs Group
HPM Partners
AQR Capital Management
HighTower Advisors
LPL Financial
Diversified Trust Company
Mariner Wealth Advisors
Raymond James Financial

View all funds holding Vanguard Scottsdale Fds cmn