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Vanguard Total Bond Market ETF shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2023-09-30 $605k 8.7k 69.78
2023-06-30 $522k 7.2k 72.69
2023-03-31 $640k 8.7k 73.83
2022-12-31 $564k 7.9k 71.84
2022-06-30 $219k 2.9k 75.15

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

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