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Vanguard Charlotte Fds intl bd idx etf shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $624k 12k 50.28
2024-06-30 $746k 15k 48.67
2024-03-31 $562k 11k 49.19
2023-12-31 $574k 12k 49.37
2023-09-30 $524k 11k 47.83
2023-06-30 $535k 11k 48.88
2023-03-31 $90k 1.8k 48.92
2022-12-31 $87k 1.8k 47.43
2022-09-30 $124k 2.6k 47.88
2022-06-30 $128k 2.6k 49.42
2022-03-31 $242k 4.6k 52.45
2021-12-31 $297k 5.4k 55.16
2021-09-30 $301k 5.3k 56.93
2021-06-30 $215k 3.8k 57.07
2021-03-31 $215k 3.8k 57.07
2020-12-31 $221k 3.8k 58.67
2020-09-30 $215k 3.7k 58.28
2020-06-30 $213k 3.7k 57.65
2020-03-31 $286k 5.1k 56.20
2019-12-31 $288k 5.1k 56.59
2019-09-30 $299k 5.1k 58.75
2019-06-30 $933k 16k 57.28
2019-03-31 $908k 16k 55.74
2018-12-31 $884k 16k 54.27
2018-09-30 $812k 15k 54.54
2018-06-30 $815k 15k 54.74
2018-03-31 $815k 15k 54.74
2017-12-31 $810k 15k 54.40
2017-09-30 $540k 9.9k 54.61
2017-06-30 $538k 9.9k 54.40
2017-03-31 $953k 18k 54.27
2016-12-31 $953k 18k 54.27
2016-09-30 $249k 4.4k 56.09
2016-06-30 $289k 5.2k 55.69
2016-03-31 $283k 5.2k 54.54
2015-12-31 $274k 5.2k 52.80

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

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