Source Financial Advisors »

Vanguard Charlotte Fds intl bd idx etf shares owned by Source Financial Advisors

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

Historical chart of Source Financial Advisors 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 Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 99k 49.37
2023-09-30 $4.7M 97k 47.83
2023-06-30 $2.1M 42k 48.88
2023-03-31 $2.0M 40k 48.92

More positions owned by Source Financial Advisors

Uber Technologies (UBER)
MarketAxess Holdings (MKTX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Confluent Class A Com (CFLT)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Snap Cl A (SNAP)
JPMorgan Chase & Co. (JPM)

View all positions for Source Financial Advisors

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