Total Wealth Planning, LLC / BNDX
Total Wealth Planning, LLC’s Vanguard Charlotte Fds Position
Does Total Wealth Planning, LLC own Vanguard Charlotte Fds (BNDX)? Yes — 46.0K shares worth $2M (+4.75% of its 13F portfolio) as of Q4 2025, down from 412.0K shares the prior filed quarter.
Position Value
$2M
Q4 2025
Shares
46.0K
% of Portfolio
+4.75%
Quarters Held
16
currently held
Position History BNDX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 46.0K | $2M | +4.75% |
| Q3 2025 | 412.0K | $20M | +2.36% |
| Q2 2025 | 384.1K | $19M | +2.40% |
| Q1 2025 | 380.1K | $19M | +2.84% |
| Q4 2024 | 370.4K | $18M | +2.83% |
| Q3 2024 | 336.7K | $17M | +2.64% |
| Q2 2024 | 325.9K | $16M | +2.63% |
| Q1 2024 | 329.6K | $16M | +2.79% |
| Q4 2023 | 301.1K | $15M | +2.70% |
| Q3 2023 | 298.5K | $14M | +2.92% |
| Q2 2023 | 294.9K | $14M | +3.00% |
| Q1 2023 | 289.9K | $14M | +3.13% |
| Q4 2022 | 271.2K | $13M | +3.19% |
| Q3 2022 | 273.6K | $13M | +3.71% |
| Q2 2022 | 291.8K | $14M | +4.18% |
| Q1 2022 | 87.6K | $5M | +1.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Total Wealth Planning, LLC’s full portfolio or all institutional holders of BNDX.