Root Financial Partners »

Vanguard Charlotte Fds intl bd idx etf shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $301k 6.1k 49.19
2023-12-31 $281k 5.7k 49.37
2023-09-30 $360k 7.5k 47.83
2023-06-30 $339k 6.9k 48.88
2023-03-31 $863k 18k 48.92

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Root Financial Partners

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
Goldman Sachs Group
Bank of New York Mellon
Lincoln National

View all funds holding Vanguard Charlotte Fds intl bd idx etf