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Vanguard Scottsdale Fds vng rus2000grw shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Vanguard Scottsdale Fds vng rus2000grw (VTWG) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Vanguard Scottsdale Fds vng rus2000grw

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds vng rus2000grw held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds vng rus2000grw by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 18k 241.41
2025-06-30 $3.8M 18k 212.69

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding Vanguard Scottsdale Fds vng rus2000grw

Pathstone Holdings
Assetmark
Advisor Group Holdings
Systelligence
Silvercrest Asset Management Group
Ameriprise Financial
Wells Fargo & Company
LPL Financial
Westwood Holdings
UBS Group
Raymond James Financial
Taddei, Ludwig & Associates
Rockefeller Capital Management
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding Vanguard Scottsdale Fds vng rus2000grw