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Vanguard Scottsdale Fds cmn shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth 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 MAI Wealth 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 100 155.87
2025-06-30 $14k 100 139.09
2025-03-31 $13k 100 133.09
2024-12-31 $15k 100 144.61

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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