Evergreen Private Wealth »

Vanguard Charlotte Fds intl bd idx etf shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth 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 Evergreen Private Wealth 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 89k 49.19
2023-12-31 $3.9M 79k 49.36

More positions owned by Evergreen Private Wealth

Applied Materials (AMAT)
Check Point Software Tech Lt Ord (CHKP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Microsoft Corporation (MSFT)
Thermo Fisher Scientific (TMO)
JPMorgan Chase & Co. (JPM)
Netflix (NFLX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Adobe Systems Incorporated (ADBE)
Wisdomtree Tr Em Ex St-owned (XSOE)
Dollar Tree (DLTR)
Zoetis Cl A (ZTS)
Waste Management (WM)

View all positions for Evergreen Private Wealth

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Betterment
Vanguard Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Sei Investments
Royal Bank of Canada
Empower Advisory Group
Advisor Group Holdings
Assetmark
Goldman Sachs Group
Bank of New York Mellon
Lincoln National
Savant Capital Management

View all funds holding Vanguard Charlotte Fds intl bd idx etf