Affiance Financial »

Vanguard Charlotte Fds intl bd idx etf shares owned by Affiance Financial

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

Historical chart of Affiance Financial 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 Affiance Financial 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 Affiance Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $900k 18k 49.19
2023-12-31 $1.1M 22k 49.37
2023-09-30 $999k 21k 47.83
2023-06-30 $793k 16k 48.88
2023-03-31 $727k 15k 48.92
2022-12-31 $688k 15k 47.43
2022-09-30 $717k 15k 47.74
2022-06-30 $849k 17k 49.56
2022-03-31 $1.1M 21k 52.43
2021-12-31 $1.4M 25k 55.16
2021-09-30 $1.4M 25k 56.97
2021-06-30 $1.4M 25k 57.09
2021-03-31 $1.4M 25k 57.13
2020-12-31 $1.2M 21k 58.53
2020-09-30 $1.3M 22k 58.19
2020-06-30 $1.2M 21k 57.71
2020-03-31 $1.2M 21k 56.25
2019-12-31 $1.1M 20k 56.56
2019-09-30 $1.1M 19k 58.85
2019-06-30 $1.2M 20k 57.31
2019-03-31 $1.1M 19k 55.77
2018-12-31 $809k 15k 54.23
2018-09-30 $774k 14k 54.57
2018-06-30 $702k 13k 54.67
2018-03-31 $604k 11k 54.72
2017-12-31 $246k 4.5k 54.39
2015-12-31 $204k 3.8k 53.00

More positions owned by Affiance Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)

View all positions for Affiance Financial

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