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Vanguard Charlotte Fds intl bd idx etf shares owned by First Ascent Asset Management

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by First Ascent Asset Management from 13F filings

Historical chart of First Ascent Asset Management investment in Vanguard Charlotte Fds intl bd idx etf

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All positions including Vanguard Charlotte Fds intl bd idx etf held by First Ascent Asset Management 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 First Ascent Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $27M 539k 49.37
2023-09-30 $25M 513k 47.83
2023-06-30 $24M 481k 48.88
2023-03-31 $20M 409k 48.92
2022-12-31 $19M 405k 47.43
2022-09-30 $19M 397k 47.73
2022-06-30 $19M 387k 49.54
2022-03-31 $19M 365k 52.44
2021-12-31 $17M 315k 55.16
2021-09-30 $16M 273k 56.96
2021-06-30 $14M 239k 57.10
2021-03-31 $14M 239k 57.12
2020-12-31 $12M 196k 58.55
2020-09-30 $11M 191k 58.18
2020-06-30 $10M 175k 57.73
2020-03-31 $10M 177k 56.26
2019-12-31 $8.8M 155k 56.58

More positions owned by First Ascent Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Intl Aggr (IAGG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for First Ascent Asset Management

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