SEC 13F Intelligence

Wilshire Advisors LLC / BNDX

Wilshire Advisors LLC’s Vanguard Charlotte Fds Position

Does Wilshire Advisors LLC own Vanguard Charlotte Fds (BNDX)? Not currently — the last reported position was 89.9K shares worth $5M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2021
Shares
89.9K
% of Portfolio
+1.90%
Quarters Held
13
position exited

Position History BNDX

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ2 ’19Q3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $6MQ2 ’20Q3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $5MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202189.9K$5M+1.90%
Q3 202192.4K$5M+14.01%
Q2 202192.2K$5M+13.47%
Q1 2021112.3K$6M+6.06%
Q4 2020108.8K$6M+6.05%
Q3 2020104.1K$6M+6.16%
Q2 202099.7K$6M+6.05%
Q1 202070.5K$4M+4.32%
Q4 201987.7K$5M+4.40%
Q3 201987.1K$5M+4.57%
Q2 201991.6K$5M+4.64%
Q1 201993.9K$5M+4.91%
Q4 201893.8K$5M+5.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wilshire Advisors LLC’s full portfolio or all institutional holders of BNDX.