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

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

Historical chart of Concurrent 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 Concurrent 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 139k 50.28
2024-06-30 $6.8M 140k 48.67
2024-03-31 $6.6M 135k 49.19
2023-12-31 $5.2M 105k 49.36

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Amazon (AMZN)
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Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent 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
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