Dynamic Wealth Strategies »

Vanguard Charlotte Fds intl bd idx etf shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies 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 Dynamic Wealth Strategies 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 Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 33k 49.21

More positions owned by Dynamic Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Dynamic Wealth Strategies

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Asset Management
Vanguard Group
Betterment
Mercer Global Advisors
Envestnet Portfolio Solutions
Sei Investments
LPL Financial
Royal Bank of Canada
Empower Advisory Group
Assetmark
Bank of New York Mellon
Cetera Investment Advisers
Lincoln National

View all funds holding Vanguard Charlotte Fds intl bd idx etf