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Vanguard Scottsdale Fds cmn shares owned by Evolution Wealth Management

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

Historical chart of Evolution 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 Evolution 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 Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 5.8k 294.32
2025-06-30 $1.6M 5.8k 272.75

More positions owned by Evolution Wealth Management

Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Power Buffer Set (PSTP)
Listed Fds Tr Shares Lag Cap (OVL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fds Tr Shares Core Bd (OVB)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution 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