Carlton, Hoffferkamp & Jenks Wealth Management »

Vanguard Short-Term Bond ETF shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Short-Term Bond ETF by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $529k 6.8k 77.51
2024-09-30 $529k 6.8k 77.47
2024-06-30 $552k 7.1k 77.44
2024-03-31 $548k 7.2k 75.92
2023-12-31 $630k 8.2k 76.83
2023-09-30 $767k 10k 74.84
2023-06-30 $839k 11k 75.59
2023-03-31 $852k 11k 76.75
2022-12-31 $862k 11k 76.13
2022-09-30 $908k 12k 74.35
2022-06-30 $1.0M 13k 76.60
2022-03-31 $1.1M 14k 77.32
2021-12-31 $1.1M 14k 80.23
2021-09-30 $1.1M 14k 81.54
2021-06-30 $1.1M 14k 82.20
2021-03-31 $1.1M 14k 82.28
2020-12-31 $1.1M 14k 82.79
2020-09-30 $1.2M 14k 82.73
2020-06-30 $1.2M 14k 83.17
2020-03-31 $1.1M 13k 82.72
2019-12-31 $1.1M 14k 81.11
2019-09-30 $1.0M 13k 80.93
2019-06-30 $1.0M 13k 80.37
2019-03-31 $1.0M 13k 79.57
2018-12-31 $1.0M 13k 78.54
2018-09-30 $1.3M 17k 78.00
2018-06-30 $1.3M 17k 78.18
2018-03-31 $1.3M 17k 78.38
2017-12-31 $1.4M 18k 79.07
2017-09-30 $1.4M 18k 79.81
2017-06-30 $1.4M 17k 79.80
2017-03-31 $1.4M 18k 79.70
2016-12-31 $1.4M 17k 79.45
2016-09-30 $1.8M 23k 80.83
2016-06-30 $1.9M 23k 81.05
2016-03-31 $1.8M 22k 80.62
2015-12-31 $1.7M 22k 79.59
2015-09-30 $1.2M 15k 80.33
2015-06-30 $1.2M 15k 79.93

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Short Treas Bd (SHV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Vanguard Short-Term Bond ETF

Envestnet Asset Management
Mercer Global Advisors
Jpmorgan Chase & Co
Goldman Sachs Group
Empower Advisory Group
Morgan Stanley
Hanson McClain Advisors
Northern Trust
Bank of America Corporation
LPL Financial
Truepoint
Wells Fargo & Company
United Capital Financial Advisers
Essential Planning
Envestnet Portfolio Solutions

View all funds holding Vanguard Short-Term Bond ETF