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
2024-03-31 $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)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Vanguard Short-Term Bond ETF

Goldman Sachs Group
Mercer Global Advisors
Jpmorgan Chase & Co
Empower Advisory Group
Hanson McClain Advisors
Bank of America Corporation
Wells Fargo & Company
Truepoint
United Capital Financial Advisers
H D Vest Advisory Services
Envestnet Portfolio Solutions
Royal Bank of Canada
CI Private Wealth
Lincoln National
Charles Schwab Investment Management

View all funds holding Vanguard Short-Term Bond ETF