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Vanguard Scottsdale Fds cmn shares owned by Wealth CMT

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

Historical chart of Wealth CMT investment in Vanguard Scottsdale Fds cmn

Nov 2022Jan 2023Mar 2023May 2023Jul 2023320k340k360k380k400k200820102012
Value ($)Share countHistorical VTHR position of Wealth CMT Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Wealth CMT

Quarter filed Position value Share count Share price at filing
2023-06-30 $396k 2.0k 197.31
2023-03-31 $369k 2.0k 183.40
2022-12-31 $346k 2.0k 171.88
2022-09-30 $324k 2.0k 161.27

More positions owned by Wealth CMT

Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)

View all positions for Wealth CMT

Top funds holding Vanguard Scottsdale Fds cmn

Ameriprise Financial
Wealthfront Advisers
Lincoln National
Cliffwater
Colony
Natixis Asset Management Advisors
Tompkins Financial Corp
Morgan Stanley
Mml Investors Services
HPM Partners
Retirement Capital Strategies
HighTower Advisors
LPL Financial
Diversified Trust Company
Bank of America Corporation

View all funds holding Vanguard Scottsdale Fds cmn