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Vanguard Charlotte Fds intl bd idx etf shares owned by VERITY Wealth Advisors

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

Historical chart of VERITY Wealth Advisors 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 VERITY Wealth Advisors 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 VERITY Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $253k 5.1k 49.19
2023-12-31 $351k 7.1k 49.37
2023-09-30 $372k 7.8k 47.83
2023-06-30 $486k 9.9k 48.88
2023-03-31 $557k 11k 48.92
2022-12-31 $540k 11k 47.43
2022-09-30 $543k 11k 47.74
2022-06-30 $593k 12k 49.55
2022-03-31 $516k 9.8k 52.48
2021-12-31 $640k 12k 55.12
2021-09-30 $671k 12k 56.99
2021-06-30 $698k 12k 57.11
2021-03-31 $875k 15k 57.12
2020-12-31 $881k 15k 58.57
2020-09-30 $794k 14k 58.16
2020-06-30 $853k 15k 57.71
2020-03-31 $809k 14k 56.24
2019-12-31 $1.1M 20k 56.56
2019-09-30 $1.2M 20k 58.86
2019-06-30 $1.3M 22k 57.32
2019-03-31 $1.7M 30k 55.78
2018-12-31 $2.0M 37k 54.26

More positions owned by VERITY Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse All-world Ex-us Etf (VEU)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Acwi Ex Us Etf (ACWX)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Schwab International Equity Etf Etf (SCHF)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard Reit Index Etf Etf (VNQ)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Qualcomm Stock (QCOM)

View all positions for VERITY Wealth Advisors

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