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Vanguard Charlotte Fds intl bd idx etf shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $805k 16k 49.46
2025-06-30 $769k 16k 49.51
2024-12-31 $357k 7.3k 49.05

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Wescott Financial Advisory Group

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