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Vanguard Charlotte Fds intl bd idx etf shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 Capital Financial Advisers 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 Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $676k 14k 49.46
2025-06-30 $667k 14k 49.51
2025-03-31 $676k 14k 48.82
2024-12-31 $652k 13k 49.05
2024-09-30 $692k 14k 50.28
2024-06-30 $698k 14k 48.67
2024-03-31 $1.2M 24k 49.19
2023-12-31 $1.7M 34k 49.37
2023-09-30 $4.8M 101k 47.83
2023-06-30 $8.7M 178k 48.88
2023-03-31 $10M 213k 48.92
2022-12-31 $14M 291k 47.43
2022-09-30 $14M 302k 47.73
2022-06-30 $15M 311k 49.54
2022-03-31 $16M 312k 52.44
2021-12-31 $23M 407k 55.16
2021-09-30 $23M 400k 56.96
2021-06-30 $24M 417k 57.10
2021-03-31 $28M 494k 57.12
2020-12-31 $31M 523k 58.55
2020-09-30 $33M 570k 58.19
2020-06-30 $36M 627k 57.73
2020-03-31 $33M 594k 55.91
2019-12-31 $86M 1.5M 56.58
2019-09-30 $89M 1.5M 58.83
2019-06-30 $83M 1.4M 57.30
2019-03-31 $80M 1.4M 55.77
2018-12-31 $77M 1.4M 54.25
2018-09-30 $75M 1.4M 54.54
2018-06-30 $66M 1.2M 54.71
2018-03-31 $63M 1.2M 54.73
2017-12-31 $44M 808k 54.37
2017-09-30 $43M 791k 54.59
2017-06-30 $41M 760k 54.36
2017-03-31 $40M 741k 54.13
2016-12-31 $39M 718k 54.29
2016-09-30 $39M 701k 56.04
2015-09-30 $1.1M 21k 52.91

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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