Whalen Wealth Management »

Vanguard Charlotte Fds intl bd idx etf shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Vanguard Charlotte Fds intl bd idx etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Charlotte Fds intl bd idx etf held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 40k 49.19

More positions owned by Whalen Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Materials (XLB)
Global X Fds Glbl X Mlp Etf (MLPA)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr Bloomberg Emergi (EBND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Whalen Wealth Management

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Asset Management
Vanguard Group
Betterment
Mercer Global Advisors
Envestnet Portfolio Solutions
Sei Investments
LPL Financial
Royal Bank of Canada
Empower Advisory Group
Assetmark
Bank of New York Mellon
Lincoln National
Jane Street

View all funds holding Vanguard Charlotte Fds intl bd idx etf