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Vanguard Charlotte Fds intl bd idx etf shares owned by Occidental Asset Management

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

Historical chart of Occidental Asset 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 Occidental Asset Management 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 Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 4.5k 49.19
2023-12-31 $521k 11k 49.36
2023-09-30 $450k 9.4k 47.83
2022-12-31 $1.1M 24k 47.43
2021-12-31 $312k 5.7k 55.16
2020-03-31 $218k 3.9k 56.17
2019-03-31 $227k 4.1k 55.76

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

Top funds holding Vanguard Charlotte Fds intl bd idx etf

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

View all funds holding Vanguard Charlotte Fds intl bd idx etf