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Vanguard Scottsdale Fds total wld bd etf shares owned by Sontag Advisory

Quarter-by-quarter ownership of Vanguard Scottsdale Fds total wld bd etf (BNDW) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Vanguard Scottsdale Fds total wld bd etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds total wld bd etf held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds total wld bd etf by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $301k 4.4k 68.74
2025-09-30 $330k 4.7k 69.66
2025-06-30 $329k 4.7k 69.33
2025-03-31 $327k 4.7k 68.81
2024-12-31 $351k 5.1k 68.19

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Vanguard Scottsdale Fds total wld bd etf

Betterment
Aurelius Family Office
Jane Street
Mercer Global Advisors
Warren Averett Asset Management
Beacon Pointe Advisors
Two West Capital Advisors
Envestnet Asset Management
Applied Capital
Stone Point Wealth
Wells Fargo & Company
Professional Financial Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Resources Investment Advisors

View all funds holding Vanguard Scottsdale Fds total wld bd etf