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Vanguard Charlotte Fds intl bd idx etf shares owned by Caldwell Trust

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

Historical chart of Caldwell Trust 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 Caldwell Trust 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 Caldwell Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $477k 9.9k 48.05
2025-12-31 $7.2k 150 48.32
2025-09-30 $7.4k 150 49.46
2021-12-31 $3.0k 54 55.17
2021-09-30 $3.1k 54 56.96
2021-06-30 $13k 230 57.10
2021-03-31 $13k 230 57.12

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Bank of America Corporation
Vanguard Group
Envestnet Asset Management
Vanguard Advisers
Mercer Global Advisors
Vanguard Global Advisers
Betterment
Savant Capital Management
Vanguard Capital Management
Sei Investments
LPL Financial
Royal Bank of Canada
Empower Advisory Group
Alliancebernstein
Bank of New York Mellon

View all funds holding Vanguard Charlotte Fds intl bd idx etf