BNDX — VANGUARD CHARLOTTE FDS

Ownership history in Efficient Advisors, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which Efficient Advisors, LLC reported a position in VANGUARD CHARLOTTE FDS (BNDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.73% (2022 Q3)
Avg. % of fund
2.0%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 724,128 +14,623 +2.1% 2.04% $35.0M $48.11
2025 Q3 ADDED 709,505 +59,933 +9.2% 1.98% $35.1M $47.97
2025 Q2 REDUCED 649,572 -2,307 -0.4% 1.92% $32.2M $47.71
2025 Q1 ADDED 651,879 +10,607 +1.7% 1.93% $31.8M $46.74
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BNDX price (monthly, adj. close)

Other funds also holding BNDX

As of 2025 Q4 — sorted by position size

Silver Oak Advisory Group, Inc. 3Y 10.98% Evolution Advisers, Inc. 3Y 10.42% Refined Wealth Management 3Y 10.18% Rinkey Investments 3Y 9.19% Financial Architects, LLC 8.91% Hassell Wealth Management, LLC 3Y 8.75% ATMOS ADVISORY, LLC 3Y 7.92% Ally Invest Advisors Inc. 3Y 7Y 7.84% ECLECTIC ASSOCIATES INC /ADV 3Y 7.24% ADE, LLC 3Y 6.77%
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