SEC 13F Intelligence

Columbia River Financial Group, LLC / BNDX

Columbia River Financial Group, LLC’s Vanguard Charlotte Fds Position

Does Columbia River Financial Group, LLC own Vanguard Charlotte Fds (BNDX)? Yes — 194.5K shares worth $9M (+5.42% of its 13F portfolio) as of Q1 2026, up from 178.1K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
194.5K
% of Portfolio
+5.42%
Quarters Held
6
currently held

Position History BNDX

Reported value by quarter
Q4 ’24: $8MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026194.5K$9M+5.42%
Q4 2025178.1K$9M+5.28%
Q3 2025165.6K$8M+5.07%
Q2 2025160.3K$8M+5.13%
Q1 2025164.2K$8M+5.36%
Q4 2024155.8K$8M+5.25%

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