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Vanguard Charlotte Fds intl bd idx etf shares owned by Legacy Financial Group

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group 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 Legacy Financial Group 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 Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 157k 49.82
2024-06-30 $6.4M 132k 48.67
2024-03-31 $5.8M 118k 49.19
2023-09-30 $3.7M 78k 47.83
2023-06-30 $3.4M 70k 48.88
2023-03-31 $3.2M 65k 48.92
2022-12-31 $2.4M 51k 47.43

More positions owned by Legacy Financial Group

Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Legacy Financial Group

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