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Vanguard Scottsdale Fds cmn shares owned by Lokken Investment Group

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VTHR) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in Vanguard Scottsdale Fds cmn

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All positions including Vanguard Scottsdale Fds cmn held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $687k 2.3k 294.32
2025-06-30 $520k 1.9k 272.75

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Rbb Fund Trust First Eagle Over (FEOE)
Pimco Etf Tr Multisector Bd (PYLD)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Natixis Etf Tr Gateway Quality (GQI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Lokken Investment Group

Top funds holding Vanguard Scottsdale Fds cmn

Ameriprise Financial
Morgan Stanley
Lincoln National
Tompkins Financial Corp
Colony
Callan Family Office
Goldman Sachs Group
Cliffwater
UBS Group
John S. & James L. Knight Foundation
HPM Partners
AQR Capital Management
Fund Evaluation Group
Raymond James Financial
LPL Financial

View all funds holding Vanguard Scottsdale Fds cmn