SEC 13F Intelligence

Northwest Capital Management Inc / BNDX

Northwest Capital Management Inc’s Vanguard Charlotte Fds Position

Does Northwest Capital Management Inc own Vanguard Charlotte Fds (BNDX)? Yes — 7.0K shares worth $335,921 (+1.46% of its 13F portfolio) as of Q4 2025, down from 14.2K shares the prior filed quarter.

Position Value
$335,921
Q4 2025
Shares
7.0K
% of Portfolio
+1.46%
Quarters Held
10
currently held

Position History BNDX

Reported value by quarter
Q1 ’19: $228,000Q1 ’19Q2 ’19: $237,000Q3 ’19: $236,000Q3 ’19Q2 ’23: $68,432Q3 ’23: $66,962Q3 ’23Q4 ’23: $69,111Q1 ’24: $68,866Q1 ’24Q2 ’25: $2MQ3 ’25: $703,717Q3 ’25Q4 ’25: $335,921filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20257.0K$335,921+1.46%
Q3 202514.2K$703,717+0.74%
Q2 202536.8K$2M+0.99%
Q1 20241.4K$68,866+0.02%
Q4 20231.4K$69,111+0.02%
Q3 20231.4K$66,962+0.03%
Q2 20231.4K$68,432+0.03%
Q3 20194.0K$236,000+0.25%
Q2 20194.1K$237,000+0.26%
Q1 20194.1K$228,000+0.27%

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