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Vanguard Total Bond Market ETF shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $53M 735k 72.63
2023-12-31 $46M 620k 73.55
2022-06-30 $244k 3.2k 75.29

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Expeditors International of Washington (EXPD)
Kraneshares Trust California Carb (KCCA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail 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