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

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

Historical chart of Defined 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 Defined 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 Defined Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 14k 83.75
2024-06-30 $1.1M 14k 79.93
2024-03-31 $929k 12k 80.51
2023-12-31 $939k 12k 81.28
2023-09-30 $868k 11k 75.98
2023-06-30 $1.1M 14k 79.03
2023-03-31 $521k 6.5k 80.22

More positions owned by Defined Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Core Msci Emkt (IEMG)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Defined 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