SEC 13F Intelligence

Rappaport Reiches Capital Management, LLC / BNDX

Rappaport Reiches Capital Management, LLC’s Vanguard Charlotte Fds Position

Does Rappaport Reiches Capital Management, LLC own Vanguard Charlotte Fds (BNDX)? Yes — 390.1K shares worth $19M (+4.76% of its 13F portfolio) as of Q1 2025, up from 387.4K shares the prior filed quarter.

Position Value
$19M
Q1 2025
Shares
390.1K
% of Portfolio
+4.76%
Quarters Held
8
currently held

Position History BNDX

Reported value by quarter
Q2 ’23: $16MQ2 ’23Q3 ’23: $16MQ3 ’23Q4 ’23: $16MQ4 ’23Q1 ’24: $17MQ1 ’24Q2 ’24: $17MQ2 ’24Q3 ’24: $18MQ3 ’24Q4 ’24: $19MQ4 ’24Q1 ’25: $19MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025390.1K$19M+4.76%
Q4 2024387.4K$19M+4.91%
Q3 2024366.8K$18M+4.90%
Q2 2024357.8K$17M+5.13%
Q1 2024346.7K$17M+5.34%
Q4 2023333.2K$16M+6.02%
Q3 2023328.0K$16M+6.61%
Q2 2023319.3K$16M+6.52%

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