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Vanguard Scottsdale Fds cmn shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors investment in Vanguard Scottsdale Fds cmn

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All positions including Vanguard Scottsdale Fds cmn held by Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $476k 1.6k 294.32
2025-06-30 $441k 1.6k 272.75
2025-03-31 $399k 1.6k 246.76
2024-12-31 $420k 1.6k 259.74
2023-03-31 $7.0M 38k 183.30
2022-12-31 $7.1M 3.0k 2375.89
2022-09-30 $5.8M 36k 161.10
2022-06-30 $6.6M 39k 169.00
2022-03-31 $7.3M 36k 203.93
2021-12-31 $7.7M 36k 215.72
2021-09-30 $7.1M 36k 198.07
2021-06-30 $7.1M 36k 199.10
2021-03-31 $6.6M 36k 184.85
2020-12-31 $6.2M 36k 174.08
2020-09-30 $5.4M 36k 152.24
2020-06-30 $5.0M 36k 139.88
2020-03-31 $4.1M 36k 115.14
2019-12-31 $5.2M 36k 146.41
2019-09-30 $4.8M 36k 135.18
2019-06-30 $4.8M 3.9k 1228.66
2019-03-31 $3.7M 394 9279.19
2018-12-31 $3.2M 28k 113.93
2018-09-30 $3.6M 27k 133.70
2018-06-30 $3.4M 27k 125.74
2018-03-31 $3.3M 27k 121.58
2017-12-31 $3.1M 26k 122.81
2017-09-30 $3.0M 26k 115.74
2017-06-30 $2.5M 22k 111.37
2017-03-31 $2.2M 21k 108.62
2016-12-31 $2.1M 21k 103.25
2016-09-30 $1.8M 18k 99.40
2016-06-30 $1.5M 16k 95.42
2016-03-31 $1.5M 16k 93.94
2015-12-31 $1.1M 12k 93.60

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

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