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Vanguard Charlotte Fds intl bd idx etf shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions 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 Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 307k 48.88
2023-12-31 $14M 276k 48.86

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)

View all positions for Discipline Wealth Solutions

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Betterment
Vanguard Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Royal Bank of Canada
Empower Advisory Group
Advisor Group Holdings
Assetmark
Goldman Sachs Group
Bank of New York Mellon
Lincoln National
Savant Capital Management
Cambridge Investment Research Advisors

View all funds holding Vanguard Charlotte Fds intl bd idx etf