Breakwater Investment Management »

Vg - U.s. Total Corp Bonds total corp bnd shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Vg - U.s. Total Corp Bonds total corp bnd (VTC) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Vg - U.s. Total Corp Bonds total corp bnd

Tip: Access up to 7 years of quarterly data

All positions including Vg - U.s. Total Corp Bonds total corp bnd held by Breakwater Investment 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 Vg - U.s. Total Corp Bonds total corp bnd by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 15k 75.71
2024-09-30 $801k 10k 79.30
2024-06-30 $187k 2.5k 75.70

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Breakwater Investment Management

Top funds holding Vg - U.s. Total Corp Bonds total corp bnd

Nepc
Wedmont Private Capital
Mill Creek Capital Advisors
Capital Asset Advisory Services
Axxcess Wealth Management
Bank of America Corporation
Mml Investors Services
Envestnet Asset Management
Townsquare Capital
Drucker Wealth 3.0
Sensible Financial Planning & Management
UBS Group
LPL Financial
Envestnet Portfolio Solutions
Luther King Capital Management Corporation

View all funds holding Vg - U.s. Total Corp Bonds total corp bnd