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Vanguard Charlotte Fds intl bd idx etf shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $340k 7.0k 48.32
2025-06-30 $303k 6.1k 49.51

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Vanguard Group
Envestnet Asset Management
Mercer Global Advisors
Sagespring Wealth Partners
Betterment
Sei Investments
LPL Financial
Envestnet Portfolio Solutions
Savant Capital Management
Royal Bank of Canada
Empower Advisory Group
Assetmark
Cetera Investment Advisers
Bank of New York Mellon

View all funds holding Vanguard Charlotte Fds intl bd idx etf