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Vanguard Charlotte Fds intl bd idx etf shares owned by Birch Financial Group

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

Historical chart of Birch Financial Group 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 Birch Financial Group 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 Birch Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 21k 49.46
2025-06-30 $915k 19k 49.51
2025-03-31 $676k 14k 48.82
2024-12-31 $297k 6.1k 49.05

More positions owned by Birch Financial Group

American Express Company (AXP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Home Depot (HD)
Ameriprise Financial (AMP)
Microsoft Corporation (MSFT)
General Dynamics Corporation (GD)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs (GS)
Bank of America Corporation (BAC)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Birch Financial Group

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
Royal Bank of Canada
Savant Capital Management
Empower Advisory Group
Assetmark
Cetera Investment Advisers
Alliancebernstein

View all funds holding Vanguard Charlotte Fds intl bd idx etf