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Vanguard Intermediate Tm Cpte Bd ETF shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Vanguard Intermediate Tm Cpte Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate Tm Cpte Bd ETF held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate Tm Cpte Bd ETF by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.6M 100k 75.98
2023-06-30 $6.4M 81k 79.03
2018-09-30 $2.5M 30k 83.52
2018-06-30 $2.5M 30k 83.52

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Activision Blizzard
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)

View all positions for Burns Wealth Management

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Royal Bank of Canada
Goldman Sachs Group
Wells Fargo & Company
Charles Schwab Investment Management
Dai-Ichi Life Insurance Company
Vanguard Group
UBS Group
Ronald Blue Trust
Nepc
Raymond James & Associates
Baird Financial

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF