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Vanguard Charlotte Fds intl bd idx etf shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in Vanguard Charlotte Fds intl bd idx etf

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All positions including Vanguard Charlotte Fds intl bd idx etf held by United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 43k 49.46
2025-06-30 $1.9M 39k 49.51
2025-03-31 $1.1M 23k 48.82
2024-12-31 $921k 19k 49.05
2024-09-30 $668k 13k 50.28
2024-06-30 $586k 12k 48.67
2024-03-31 $647k 13k 49.19

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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
Royal Bank of Canada
Savant Capital Management
Empower Advisory Group
Assetmark
Cetera Investment Advisers
Alliancebernstein

View all funds holding Vanguard Charlotte Fds intl bd idx etf