SEC 13F Intelligence

Baron Financial Group, LLC / BNDX

Baron Financial Group, LLC’s Vanguard Charlotte Fds Position

Does Baron Financial Group, LLC own Vanguard Charlotte Fds (BNDX)? Yes — 116.9K shares worth $6M (+2.70% of its 13F portfolio) as of Q2 2026, up from 112.0K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
116.9K
% of Portfolio
+2.70%
Quarters Held
11
currently held

Position History BNDX

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5MQ2 ’26: $6MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026116.9K$6M+2.70%
Q1 2026112.0K$5M+2.90%
Q4 2025105.4K$5M+2.73%
Q3 202598.1K$5M+2.66%
Q2 202596.7K$5M+2.81%
Q1 202594.3K$5M+2.90%
Q4 202485.3K$4M+2.60%
Q3 202461.5K$3M+1.89%
Q2 202457.1K$3M+1.77%
Q1 202444.5K$2M+1.35%
Q4 202322.5K$1M+0.71%

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