BNDX — VANGUARD CHARLOTTE FDS

Ownership history in Evergreen Private Wealth LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth 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
2.18% (2024 Q1)
Avg. % of fund
2.08%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 106,961 +8,576 +8.7% 2.04% $5.2M $48.11
2025 Q3 REDUCED 98,385 -683 -0.7% 1.97% $4.9M $47.97
2025 Q2 ADDED 99,068 +6,171 +6.6% 2.06% $4.9M $47.71
2025 Q1 ADDED 92,897 +2,558 +2.8% 2.12% $4.5M $46.74
5 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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