SEC 13F Intelligence

Lifeplan Financial Group, Inc / BNDX

Lifeplan Financial Group, Inc’s Vanguard Charlotte Fds Position

Does Lifeplan Financial Group, Inc own Vanguard Charlotte Fds (BNDX)? Yes — 122.0K shares worth $7M (+3.06% of its 13F portfolio) as of Q3 2020, up from 120.8K shares the prior filed quarter.

Position Value
$7M
Q3 2020
Shares
122.0K
% of Portfolio
+3.06%
Quarters Held
8
currently held

Position History BNDX

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ1 ’19Q2 ’19: $6MQ2 ’19Q3 ’19: $7MQ3 ’19Q4 ’19: $7MQ4 ’19Q1 ’20: $7MQ1 ’20Q2 ’20: $7MQ2 ’20Q3 ’20: $7MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020122.0K$7M+3.06%
Q2 2020120.8K$7M+3.18%
Q1 2020119.3K$7M+3.63%
Q4 2019118.3K$7M+2.98%
Q3 2019113.3K$7M+3.14%
Q2 2019112.5K$6M+3.11%
Q1 201992.3K$5M+2.74%
Q4 201888.7K$5M+3.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial Group, Inc’s full portfolio or all institutional holders of BNDX.