5T Wealth »

Vanguard Charlotte Fds intl bd idx etf shares owned by 5T Wealth

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth investment in Vanguard Charlotte Fds intl bd idx etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Charlotte Fds intl bd idx etf held by 5T Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 23k 48.30
2025-09-30 $1.4M 27k 49.46
2025-06-30 $1.1M 22k 49.51

More positions owned by 5T Wealth

Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Vanguard Group
Envestnet Asset Management
Mercer Global Advisors
Sagespring Wealth Partners
Betterment
Sei Investments
LPL Financial
Envestnet Portfolio Solutions
Savant Capital Management
Royal Bank of Canada
Empower Advisory Group
Assetmark
Cetera Investment Advisers
Bank of New York Mellon

View all funds holding Vanguard Charlotte Fds intl bd idx etf