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Vanguard Scottsdale Fds cmn shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth 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 JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $133k 572 232.81
2023-12-31 $121k 570 212.83
2023-09-30 $109k 570 190.73
2023-06-30 $113k 570 197.45
2023-03-31 $105k 570 183.30

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Vanguard Scottsdale Fds cmn

HighTower Advisors
HPM Partners
Diversified Trust Company
Bank of America Corporation
Bp Wealth Management
Private Advisor
Natixis Asset Management Advisors
Raymond James & Associates
Diversified Portfolios
Royal Bank of Canada
Commerce Bank N A
UBS Group
Brown Advisory Holdings Incorporated
Family Firm
Pitcairn Company

View all funds holding Vanguard Scottsdale Fds cmn