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Balanced Rock Investment Advisors »

Vanguard Charlotte Fds intl bd idx etf shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$2.4M	50k	48.67
2024-03-31	$2.4M	48k	49.19

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)

Ishares Tr Esg Adv Ttl Usd (EUSB)

Ishares Tr Esg Eafe Etf (DMXF)

Ishares Tr Esg Awr Us Agrgt (EAGG)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Ishares Tr Esg Aw Msci Eafe (ESGD)

Manager Directed Portfolios Vert Glb Sust Re (VGSR)

Pimco Equity Ser Rafi Esg Us (RAFE)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Ishares Tr Egsadvncdmsci Em (EMXF)

Vanguard World Esg Intl Stk Etf (VSGX)

Ishares Tr Esg Awr Msci Usa (ESGU)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Ishares Tr Esg Advncd Hy Bd (HYXF)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

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

LPL Financial

Royal Bank of Canada

Empower Advisory Group

Assetmark

Bank of New York Mellon

Savant Capital Management

Cetera Investment Advisers

Lincoln National

Morgan Stanley

View all funds holding Vanguard Charlotte Fds intl bd idx etf

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