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Vanguard Charlotte Fds intl bd idx etf shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic 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 Journey Strategic Wealth 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 27k 48.32
2025-09-30 $535k 11k 49.46
2025-06-30 $518k 11k 49.51
2024-09-30 $316k 6.3k 50.28

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
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RBB Us Treas 3 Mnth (TBIL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Pepsi (PEP)
Spdr Series Trust State Street Spd (SPYV)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Series Portfolios Tr Equable Shares H (HEDG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)

View all positions for Journey Strategic Wealth

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Vanguard Group
Envestnet Asset Management
Mercer Global Advisors
Sagespring Wealth Partners
Betterment
Sei Investments
LPL Financial
Envestnet Portfolio Solutions
Savant Capital Management
Royal Bank of Canada
Empower Advisory Group
Assetmark
Cetera Investment Advisers
Bank of New York Mellon

View all funds holding Vanguard Charlotte Fds intl bd idx etf