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Vanguard Charlotte Fds intl bd idx etf shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 48k 49.36
2023-09-30 $1.8M 38k 47.83
2023-06-30 $1.9M 38k 48.88
2023-03-31 $1.9M 39k 48.92
2022-12-31 $2.2M 47k 47.43
2022-09-30 $3.3M 70k 47.74
2022-06-30 $728k 15k 49.55
2022-03-31 $1.0M 20k 52.42
2021-12-31 $1.4M 26k 55.18
2021-09-30 $1.7M 30k 56.95
2021-06-30 $1.6M 29k 57.11
2021-03-31 $1.2M 21k 57.12
2020-12-31 $1.7M 28k 58.56
2020-09-30 $970k 17k 58.20
2020-06-30 $787k 14k 57.74
2020-03-31 $1.5M 26k 56.27
2019-12-31 $743k 13k 56.61
2019-09-30 $680k 12k 58.85
2019-06-30 $592k 10k 57.34
2019-03-31 $518k 9.3k 55.75
2018-12-31 $481k 8.9k 54.26

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Betterment
Vanguard Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Royal Bank of Canada
Empower Advisory Group
Advisor Group Holdings
Assetmark
Goldman Sachs Group
Bank of New York Mellon
Lincoln National
Savant Capital Management
Cambridge Investment Research Advisors

View all funds holding Vanguard Charlotte Fds intl bd idx etf