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Vanguard Charlotte Fds intl bd idx etf shares owned by Stone Point Wealth

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

Historical chart of Stone Point 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 Stone Point 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 44k 49.37
2023-09-30 $1.9M 40k 47.83
2023-06-30 $1.3M 27k 48.88
2023-03-31 $450k 9.2k 48.92
2022-12-31 $389k 8.2k 47.43
2022-09-30 $252k 5.3k 47.66
2022-06-30 $220k 4.4k 49.57
2022-03-31 $206k 3.9k 52.74

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Microsoft Corporation (MSFT)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Terran Orbital Corporation (LLAP)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pepsi (PEP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Stryker Corporation (SYK)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Stone Point Wealth

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