Baystate Wealth Management »

Vanguard Charlotte Fds intl bd idx etf shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth Management 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 Baystate Wealth Management 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $618k 13k 49.37
2023-09-30 $533k 11k 47.83
2023-06-30 $583k 12k 48.88
2023-03-31 $689k 14k 48.92
2022-12-31 $809k 17k 47.46
2022-09-30 $165k 3.5k 47.78
2022-06-30 $288k 5.8k 49.52
2022-03-31 $11k 216 50.93
2021-12-31 $31k 569 54.48
2021-09-30 $34k 594 57.24
2021-06-30 $16k 277 57.76
2021-03-31 $16k 276 57.97
2020-12-31 $16k 276 57.97
2020-09-30 $12k 207 57.97
2020-06-30 $12k 206 58.25
2020-03-31 $12k 206 58.25
2019-12-31 $12k 206 58.25
2019-09-30 $12k 201 59.70
2019-06-30 $11k 200 55.00
2018-06-30 $7.0k 135 51.85
2018-03-31 $7.0k 135 51.85
2017-12-31 $7.0k 135 51.85
2017-09-30 $31k 564 54.96
2017-06-30 $31k 564 54.96
2017-03-31 $31k 564 54.96
2016-12-31 $31k 564 54.96

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

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