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Vanguard Total Bond Market ETF shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners 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 Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 51k 75.11
2024-06-30 $3.8M 53k 72.05
2024-03-31 $3.8M 52k 72.63
2023-12-31 $3.6M 49k 73.55
2023-09-30 $2.4M 34k 69.78
2023-06-30 $2.5M 34k 72.69
2023-03-31 $2.5M 34k 73.83
2022-12-31 $2.5M 34k 71.84
2022-09-30 $676k 9.5k 71.33
2022-06-30 $596k 7.9k 75.26
2022-03-31 $277k 3.5k 79.54
2021-12-31 $295k 3.5k 84.75
2021-09-30 $332k 3.9k 85.45
2021-06-30 $333k 3.9k 85.90
2021-03-31 $330k 3.9k 84.72
2020-12-31 $343k 3.9k 88.19
2020-09-30 $323k 3.7k 88.23
2020-06-30 $320k 3.6k 88.35
2020-03-31 $308k 3.6k 85.35
2019-12-31 $302k 3.6k 83.85