SEC 13F Intelligence

Sebold Capital Management, Inc. / BNDX

Sebold Capital Management, Inc.’s Vanguard Charlotte Fds Position

Does Sebold Capital Management, Inc. own Vanguard Charlotte Fds (BNDX)? Yes — 42.9K shares worth $2M (+1.31% of its 13F portfolio) as of Q2 2025, down from 48.6K shares the prior filed quarter.

Position Value
$2M
Q2 2025
Shares
42.9K
% of Portfolio
+1.31%
Quarters Held
10
currently held

Position History BNDX

Reported value by quarter
Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $2MQ1 ’25Q2 ’25: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202542.9K$2M+1.31%
Q1 202548.6K$2M+1.56%
Q4 202458.8K$3M+1.93%
Q3 202453.2K$3M+1.76%
Q2 202448.7K$2M+1.64%
Q1 202445.4K$2M+1.51%
Q4 202343.1K$2M+1.57%
Q3 202343.4K$2M+1.70%
Q2 202341.6K$2M+1.62%
Q1 202337.5K$2M+1.46%

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