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Vanguard Scottsdale Fds cmn shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn held by Evernest Financial 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 Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 1.4k 147.15
2024-06-30 $228k 1.7k 134.07
2024-03-31 $221k 1.7k 130.10

More positions owned by Evernest Financial Advisors

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Casey's General Stores (CASY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Evernest Financial Advisors

Top funds holding Vanguard Scottsdale Fds cmn

Bank of America Corporation
Pathstone Holdings
Morgan Stanley
LPL Financial
Bragg Financial Advisors
Rockefeller Capital Management
Congress Wealth Management LLC / DE /
Taddei, Ludwig & Associates
Savant Capital Management
Adviser Investments
Kestra Advisory Services
Susquehanna International
Goldman Sachs Group
Jpmorgan Chase & Co
Red Cedar Investment Management

View all funds holding Vanguard Scottsdale Fds cmn