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Vanguard Charlotte Fds intl bd idx etf shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 576k 50.28
2024-06-30 $29M 600k 48.67
2024-03-31 $30M 617k 49.19
2023-12-31 $30M 608k 49.37
2023-09-30 $30M 623k 47.83
2023-06-30 $30M 616k 48.88
2023-03-31 $29M 592k 48.92
2022-12-31 $29M 602k 47.43
2022-09-30 $27M 569k 47.73
2022-06-30 $29M 589k 49.54
2022-03-31 $29M 553k 52.44
2021-12-31 $31M 570k 55.16
2021-09-30 $32M 553k 56.96
2021-06-30 $28M 496k 57.10
2021-03-31 $26M 463k 57.12
2020-12-31 $26M 438k 58.55
2020-09-30 $24M 419k 58.19
2020-06-30 $24M 421k 57.73
2020-03-31 $23M 413k 56.12
2019-12-31 $24M 432k 56.58
2019-09-30 $25M 430k 58.83
2019-06-30 $25M 429k 57.30
2019-03-31 $24M 435k 55.60
2018-12-31 $24M 441k 54.25
2018-09-30 $23M 430k 54.39
2018-06-30 $24M 432k 54.72
2018-03-31 $24M 433k 54.68
2017-12-31 $23M 429k 54.30
2017-09-30 $23M 424k 54.59
2017-06-30 $23M 418k 54.33
2017-03-31 $23M 414k 54.48
2016-12-31 $22M 402k 54.13
2016-09-30 $21M 384k 55.40
2016-06-30 $20M 361k 55.84
2016-03-31 $20M 358k 54.46
2015-12-31 $19M 356k 53.20
2015-09-30 $18M 347k 52.94
2015-06-30 $18M 339k 52.65
2015-03-31 $17M 312k 54.09
2014-12-31 $14M 264k 53.40
2014-09-30 $11M 208k 52.28
2014-06-30 $6.6M 129k 51.42
2014-03-31 $1.8M 37k 50.69

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial 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