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Vanguard Scottsdale Fds cmn shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VTWV) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Vanguard Scottsdale Fds cmn

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

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 80 155.88
2025-06-30 $11k 80 139.09
2025-03-31 $11k 80 133.09
2024-12-31 $12k 80 144.61

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Top funds holding Vanguard Scottsdale Fds cmn

Pathstone Holdings
Morgan Stanley
LPL Financial
Rockefeller Capital Management
Bragg Financial Advisors
Ameriprise Financial
Commerce Bank N A
Taddei, Ludwig & Associates
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Financial Advisory Corp
Savant Capital Management
Institute For Wealth Management
Amg National Trust Bank
Virtue Capital Management

View all funds holding Vanguard Scottsdale Fds cmn