Pine Harbor Wealth Management »

Vanguard Bd Index Fds shares owned by Pine Harbor Wealth Management

Quarter-by-quarter ownership of Vanguard Bd Index Fds (VUSB) shares owned by Pine Harbor Wealth Management from 13F filings

Historical chart of Pine Harbor Wealth Management investment in Vanguard Bd Index Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Bd Index Fds held by Pine Harbor Wealth Management 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 Bd Index Fds by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 122k 49.55
2023-12-31 $4.6M 92k 49.44

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Pine Harbor Wealth Management

Top funds holding Vanguard Bd Index Fds

Jpmorgan Chase & Co
Wharton Business Group
Ronald Blue Trust
Wells Fargo & Company
Efficient Wealth Management
Colony Family Offices
Pacific Center for Financial Services
LPL Financial
Warren Averett Asset Management
Strategic Financial
Fortis Advisors
David Kennon
Capital Analysts
Red Wave Investments
InterOcean Capital Group

View all funds holding Vanguard Bd Index Fds