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Vanguard Charlotte Fds intl bd idx etf shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Vanguard Charlotte Fds intl bd idx etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Charlotte Fds intl bd idx etf held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $807k 16k 49.19
2023-12-31 $289k 5.8k 49.36

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View all positions for Kingswood Wealth Advisors

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Asset Management
Vanguard Group
Betterment
Mercer Global Advisors
Envestnet Portfolio Solutions
Sei Investments
LPL Financial
Royal Bank of Canada
Empower Advisory Group
Assetmark
Bank of New York Mellon
Cetera Investment Advisers
Lincoln National

View all funds holding Vanguard Charlotte Fds intl bd idx etf