Blue Barn Wealth, LLC’s Vanguard Charlotte Fds Position
Does Blue Barn Wealth, LLC own Vanguard Charlotte Fds (BNDX)? Yes — 73.6K shares worth $4M (+5.18% of its 13F portfolio) as of Q4 2025, down from 286.9K shares the prior filed quarter.
Position Value
$4M
Q4 2025
Shares
73.6K
% of Portfolio
+5.18%
Quarters Held
19
currently held
Position History BNDX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 73.6K | $4M | +5.18% |
| Q3 2025 | 286.9K | $14M | +6.24% |
| Q2 2025 | 281.7K | $14M | +6.61% |
| Q1 2025 | 281.4K | $14M | +7.17% |
| Q4 2024 | 261.0K | $13M | +6.75% |
| Q3 2024 | 252.1K | $13M | +6.51% |
| Q2 2024 | 244.0K | $12M | +6.61% |
| Q1 2024 | 238.8K | $12M | +6.55% |
| Q4 2023 | 231.6K | $11M | +6.79% |
| Q3 2023 | 215.1K | $10M | +6.75% |
| Q2 2023 | 206.7K | $10M | +6.56% |
| Q1 2023 | 206.5K | $10M | +6.26% |
| Q4 2022 | 204.0K | $10M | +6.37% |
| Q3 2022 | 230.8K | $11M | +7.84% |
| Q2 2022 | 232.3K | $12M | +8.82% |
| Q1 2022 | 222.2K | $12M | +8.07% |
| Q4 2021 | 195.1K | $11M | +9.75% |
| Q3 2021 | 195.1K | $11M | +9.74% |
| Q2 2021 | 175.8K | $10M | +10.30% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Blue Barn Wealth, LLC’s full portfolio or all institutional holders of BNDX.