Vanguard Charlotte Fds intl bd idx etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Charlotte Fds intl bd idx etf
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Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.3M | 46k | 49.51 |
| 2025-03-31 | $475k | 9.7k | 48.82 |
| 2024-12-31 | $710k | 15k | 49.05 |
| 2024-09-30 | $1.8M | 37k | 50.28 |
| 2024-06-30 | $1.9M | 39k | 48.67 |
| 2023-12-31 | $210k | 4.3k | 49.37 |
| 2023-09-30 | $255k | 5.3k | 47.83 |
| 2023-06-30 | $271k | 138k | 1.96 |
| 2023-03-31 | $10M | 138k | 73.83 |
| 2022-12-31 | $2.4M | 52k | 47.43 |
| 2022-03-31 | $5.4M | 102k | 52.44 |
| 2021-09-30 | $6.4M | 20k | 324.12 |
| 2021-06-30 | $6.5M | 114k | 57.10 |
| 2021-03-31 | $6.9M | 121k | 57.12 |
| 2020-12-31 | $7.3M | 125k | 58.55 |
| 2020-09-30 | $6.2M | 107k | 58.18 |
| 2020-06-30 | $12M | 212k | 57.73 |
| 2020-03-31 | $14M | 254k | 56.26 |
| 2019-12-31 | $15M | 270k | 56.58 |
| 2019-09-30 | $7.7M | 131k | 58.83 |
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