SEC 13F Intelligence

Csm Advisors, LLC / BNDX

Csm Advisors, LLC’s Vanguard Charlotte Fds Position

Does Csm Advisors, LLC own Vanguard Charlotte Fds (BNDX)? Not currently — the last reported position was 481.5K shares worth $23M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$23M
Q3 2023
Shares
481.5K
% of Portfolio
+2.01%
Quarters Held
2
position exited

Position History BNDX

Reported value by quarter
Q2 ’23: $24MQ2 ’23Q3 ’23: $23MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023481.5K$23M+2.01%
Q2 2023481.5K$24M+1.78%

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