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Vanguard Charlotte Fds intl bd idx etf shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private 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 Watershed Private 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 68k 49.46
2025-06-30 $3.1M 62k 49.51

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr National Mun Etf (MUB)
Global X Fds Defense Tech Etf (SHLD)

View all positions for Watershed Private Wealth

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