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Vanguard Bd Index Fds shares owned by Roberts Wealth Advisors

Quarter-by-quarter ownership of Vanguard Bd Index Fds (VUSB) shares owned by Roberts Wealth Advisors from 13F filings

Historical chart of Roberts Wealth Advisors investment in Vanguard Bd Index Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Bd Index Fds held by Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Bd Index Fds by Roberts Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 112k 49.35
2023-12-31 $9.3M 63k 148.60
2023-09-30 $2.8M 57k 49.09

More positions owned by Roberts Wealth Advisors

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Trane Technologies SHS (TT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Qualcomm (QCOM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Visa Com Cl A (V)
Linde SHS (LIN)

View all positions for Roberts Wealth Advisors

Top funds holding Vanguard Bd Index Fds

Jpmorgan Chase & Co
Wharton Business Group
Ronald Blue Trust
Wells Fargo & Company
Efficient Wealth Management
Colony Family Offices
Pacific Center for Financial Services
Strategic Financial
Capital Analysts
David Kennon
InterOcean Capital Group
Red Wave Investments
Horizon Kinetics Asset Management
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding Vanguard Bd Index Fds