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BNDX
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Position history for ASSETMARK, INC's holdings in VANGUARD CHARLOTTE FDS

ASSETMARK, INC holds 6.4M shares of BNDX (VANGUARD CHARLOTTE FDS), worth $307.1M as of 2026-Q1. The position was increased (+2.8% shares). BNDX represents 0.6% of ASSETMARK, INC's portfolio.

Current Value

$307.1M

Current Shares

6.4M

Total Value Change

+$47.6M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6.4M
+2.8%
$307.1M0.6%$48.83
45
2025-Q4
Increased
6.2M
+4.7%
$300.4M0.6%$48.27
46
2025-Q3
Increased
5.9M
+3.4%
$293.6M0.6%$48.06
45
2025-Q2
Increased
5.7M
+2.9%
$284.3M0.7%$47.76
45
2025-Q1
Increased
5.6M
+2.5%
$272.4M0.7%$46.83
45
2024-Q4
Increased
5.4M
+1.9%
$267M0.7%$46.88
44
2024-Q3
Increased
5.3M
+0.2%
$268.6M0.8%$46.81
43
2024-Q2
Increased
5.3M
+2.4%
$259.5M0.8%$45.02
44

Other major holders of BNDX: JPMORGAN CHASE & CO

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