Ownership history in &PARTNERS · 9 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,410,407 | +548,158 | +19.2% | 0.86% | $165.1M | $48.11 |
| 2025 Q3 | ADDED | 2,862,249 | +499,955 | +21.2% | 0.91% | $142.2M | $47.97 |
| 2025 Q2 | ADDED | 2,362,294 | +706,659 | +42.7% | 0.90% | $117.4M | $47.71 |
| 2025 Q1 | ADDED | 1,655,635 | +613,594 | +58.9% | 0.86% | $81.3M | $46.74 |
As of 2025 Q4 — sorted by position size