Wiser Wealth Management, Inc / BNDX
Wiser Wealth Management, Inc’s Vanguard Charlotte Fds Position
Does Wiser Wealth Management, Inc own Vanguard Charlotte Fds (BNDX)? Yes — 505.3K shares worth $24M (+5.24% of its 13F portfolio) as of Q1 2026, up from 470.6K shares the prior filed quarter.
Position Value
$24M
Q1 2026
Shares
505.3K
% of Portfolio
+5.24%
Quarters Held
22
currently held
Position History BNDX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 505.3K | $24M | +5.24% |
| Q4 2025 | 470.6K | $23M | +5.06% |
| Q3 2025 | 452.6K | $22M | +5.12% |
| Q2 2025 | 398.6K | $20M | +4.94% |
| Q1 2025 | 375.5K | $18M | +5.14% |
| Q4 2024 | 382.2K | $19M | +5.26% |
| Q3 2024 | 349.8K | $18M | +5.04% |
| Q2 2024 | 349.7K | $17M | +5.27% |
| Q1 2024 | 346.6K | $17M | +5.59% |
| Q4 2023 | 339.0K | $17M | +6.06% |
| Q3 2023 | 317.4K | $15M | +6.17% |
| Q2 2023 | 307.4K | $15M | +6.03% |
| Q1 2023 | 298.3K | $15M | +6.23% |
| Q4 2022 | 274.6K | $13M | +6.02% |
| Q3 2022 | 268.9K | $13M | +6.71% |
| Q2 2022 | 183.0K | $9M | +4.70% |
| Q1 2022 | 251.3K | $13M | +6.08% |
| Q4 2021 | 230.7K | $13M | +6.21% |
| Q3 2021 | 218.4K | $12M | +6.63% |
| Q2 2021 | 190.4K | $11M | +6.62% |
| Q1 2021 | 171.3K | $10M | +6.72% |
| Q4 2020 | 145.9K | $9M | +6.41% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wiser Wealth Management, Inc’s full portfolio or all institutional holders of BNDX.