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Vanguard Total Bond Market ETF shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Vanguard Total Bond Market ETF (BND) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Vanguard Total Bond Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Bond Market ETF held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Bond Market ETF by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 16k 73.55
2023-09-30 $776k 11k 69.78

More positions owned by Lifeworks Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks Advisors

Top funds holding Vanguard Total Bond Market ETF

Jpmorgan Chase & Co
Creative Planning
Vanguard Group
Bank of America Corporation
Wells Fargo & Company
Hanson McClain Advisors
Goldman Sachs Group
Bank of New York Mellon
Pnc Financial Services
UBS Group
Advisor Group Holdings
Orgel Wealth Management
Facet Wealth
Pure Financial Advisors
CBIZ Investment Advisory Services

View all funds holding Vanguard Total Bond Market ETF