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Oakwell Private Wealth Management »

Vanguard Intermediate Tm Cpte Bd ETF shares owned by Oakwell Private Wealth Management

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

Historical chart of Oakwell Private 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 Oakwell Private 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 Oakwell Private Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$11M	142k	80.51
2023-12-31	$10M	126k	81.28

More positions owned by Oakwell Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Ishares Tr Core S&p Scp Etf (IJR)

Ishares Tr Core S&p Ttl Stk (ITOT)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Ishares Tr National Mun Etf (MUB)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Ishares Tr Core Msci Eafe (IEFA)

Schwab Strategic Tr Int-trm U.s Tres (SCHR)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Oakwell Private Wealth Management

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments

Bank of America Corporation

Wells Fargo & Company

Charles Schwab Investment Management

Dai-Ichi Life Insurance Company

Raymond James & Associates

First Interstate Bank

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF

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