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Vanguard Charlotte Fds intl bd idx etf shares owned by Capstone Financial Advisors

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

Historical chart of Capstone Financial Advisors 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 Capstone Financial 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 Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $50M 1.0M 50.28
2024-06-30 $47M 962k 48.67
2024-03-31 $46M 930k 49.19
2023-09-30 $39M 817k 47.83
2023-06-30 $38M 780k 48.88
2023-03-31 $36M 734k 48.92
2022-12-31 $34M 708k 47.43
2022-09-30 $39M 816k 47.73
2022-06-30 $47M 944k 49.54
2022-03-31 $48M 910k 52.44
2021-12-31 $65M 1.2M 55.16
2021-09-30 $71M 1.2M 56.96
2021-06-30 $86M 1.5M 57.10
2021-03-31 $100M 1.7M 57.12
2020-12-31 $95M 1.6M 58.55
2020-09-30 $89M 1.5M 58.19
2020-06-30 $83M 1.4M 57.73
2020-03-31 $77M 1.4M 56.26
2019-12-31 $78M 1.4M 56.58
2019-09-30 $74M 1.3M 58.83
2019-06-30 $67M 1.2M 57.30
2019-03-31 $62M 1.1M 55.77
2018-12-31 $44M 814k 54.25
2018-09-30 $28M 508k 54.54
2018-06-30 $16M 300k 54.71
2018-03-31 $13M 242k 54.73
2017-12-31 $7.3M 133k 54.37
2017-09-30 $1.7M 31k 54.59
2017-06-30 $243k 4.5k 54.42

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial 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
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