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Vanguard Intermediate Tm Cpte Bd ETF shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Vanguard Intermediate Tm Cpte Bd ETF

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All positions including Vanguard Intermediate Tm Cpte Bd ETF held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate Tm Cpte Bd ETF by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 194k 83.75
2024-06-30 $15M 193k 79.93
2024-03-31 $15M 190k 80.51
2023-09-30 $7.6M 100k 75.98
2023-06-30 $6.4M 81k 79.03
2018-09-30 $2.5M 30k 83.52
2018-06-30 $2.5M 30k 83.52

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Burns Wealth Management

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Prudential
Morgan Stanley
Japan Science & Technology Agency
Royal Bank of Canada
Goldman Sachs Group
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
D. E. Shaw & Co
Johns Hopkins University
State of Tennessee, Treasury Department

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF