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Vanguard Charlotte Fds intl bd idx etf shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions 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 Discipline Wealth Solutions 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 Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 463k 49.46
2025-06-30 $22M 441k 49.51
2025-03-31 $20M 401k 48.82
2024-12-31 $20M 410k 49.05
2024-09-30 $19M 381k 50.28
2024-06-30 $17M 345k 48.67
2024-03-31 $15M 307k 48.88
2023-12-31 $14M 276k 48.86

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

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