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Vanguard Charlotte Fds intl bd idx etf shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 380k 50.28
2024-06-30 $19M 384k 48.67
2024-03-31 $19M 395k 49.19
2023-12-31 $18M 369k 49.37
2023-09-30 $17M 360k 47.83
2023-06-30 $17M 347k 48.88
2023-03-31 $16M 327k 48.92
2022-12-31 $15M 325k 47.43
2022-09-30 $18M 366k 47.73
2022-06-30 $19M 385k 49.54
2022-03-31 $23M 440k 52.44
2021-12-31 $22M 405k 55.16
2021-09-30 $23M 406k 56.96
2021-06-30 $28M 493k 57.10
2021-03-31 $27M 465k 57.12
2020-12-31 $29M 489k 58.55
2020-09-30 $31M 524k 58.19
2020-06-30 $19M 343k 56.26
2020-03-31 $19M 343k 56.26
2019-12-31 $18M 324k 56.58
2019-09-30 $17M 293k 58.83
2019-06-30 $1.3M 17k 77.79
2019-03-31 $15M 260k 55.77
2018-12-31 $53M 976k 54.25
2018-09-30 $11M 202k 54.54
2018-06-30 $6.9M 126k 54.71
2018-03-31 $16M 289k 54.73
2017-12-31 $12M 223k 54.37
2017-09-30 $12M 211k 54.59
2017-06-30 $12M 217k 54.36
2017-03-31 $11M 200k 54.13
2016-12-31 $10M 186k 54.29
2016-09-30 $10M 179k 56.04
2016-06-30 $2.0M 36k 55.95
2016-03-31 $629k 12k 54.56
2015-12-31 $506k 9.5k 53.03
2015-09-30 $5.0k 264 18.86
2015-03-31 $27M 497k 54.09
2014-12-31 $27M 509k 53.11
2014-09-30 $26M 504k 52.11
2014-06-30 $26M 514k 51.41
2014-03-31 $26M 516k 50.61
2013-12-31 $26M 521k 49.62
2013-09-30 $28M 560k 49.65

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Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Vanguard Charlotte Fds intl bd idx etf

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

View all funds holding Vanguard Charlotte Fds intl bd idx etf