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Vanguard Intermediate Tm Cpte Bd ETF shares owned by Wells Financial Advisors

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Wells Financial Advisors from 13F filings

Historical chart of Wells Financial Advisors investment in Vanguard Intermediate Tm Cpte Bd ETF

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All positions including Vanguard Intermediate Tm Cpte Bd ETF held by Wells Financial Advisors 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 3.0k 83.75
2024-06-30 $679k 8.5k 79.93
2024-03-31 $729k 9.1k 80.51
2023-09-30 $733k 9.7k 75.98
2023-06-30 $768k 9.7k 79.03

More positions owned by Wells Financial Advisors

Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Spdr Gold Shares Exchange Traded Fund (GLD)
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)
Vanguard Large-cap Etf Exchange Traded Fund (VV)
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Vanguard Small-cap Etf Exchange Traded Fund (VB)
Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV)
Vanguard Mid-cap Etf Exchange Traded Fund (VO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)

View all positions for Wells Financial Advisors

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