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Vanguard Charlotte Fds intl bd idx etf shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners investment in Vanguard Charlotte Fds intl bd idx etf

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

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Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $273k 5.5k 49.35
2023-09-30 $277k 5.8k 47.76
2023-06-30 $315k 6.4k 48.88
2023-03-31 $3.2M 66k 48.93
2022-12-31 $2.0M 42k 47.44
2022-09-30 $2.4M 50k 47.73
2022-06-30 $2.5M 51k 49.53
2022-03-31 $2.7M 52k 52.43
2021-12-31 $1.6M 29k 55.17
2021-09-30 $1.5M 27k 56.94
2021-06-30 $1.4M 25k 57.09
2021-03-31 $1.4M 24k 57.11
2020-12-31 $1.5M 25k 58.55
2020-09-30 $1.5M 25k 58.20
2020-06-30 $1.2M 22k 57.74
2020-03-31 $1.1M 20k 56.26
2019-12-31 $924k 16k 56.60
2019-09-30 $788k 13k 58.85
2019-06-30 $727k 13k 57.28
2019-03-31 $682k 12k 55.76
2018-12-31 $611k 11k 54.22

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Betterment
Vanguard Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Royal Bank of Canada
Empower Advisory Group
Advisor Group Holdings
Assetmark
Goldman Sachs Group
Bank of New York Mellon
Lincoln National
Savant Capital Management
Cambridge Investment Research Advisors

View all funds holding Vanguard Charlotte Fds intl bd idx etf