Back to Orion Porfolio Solutions, LLC

BNDX
Showing 8 of 13 quarters

Position history for Orion Porfolio Solutions, LLC's holdings in VANGUARD CHARLOTTE FDS

Orion Porfolio Solutions, LLC holds 811,809 shares of BNDX (VANGUARD CHARLOTTE FDS), worth $39M as of 2026-Q1. The position was increased (+20.9% shares). BNDX represents 0.3% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$39M

Current Shares

811,809

Total Value Change

+$15.3M

Total Shares Change

+324,585

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
811,809
+20.9%
$39M0.3%$48.83
42
2025-Q4
Increased
671,409
+6.3%
$32.4M0.2%$48.27
37
2025-Q3
Increased
631,647
+3.3%
$31.2M0.2%$48.06
36
2025-Q2
Increased
611,633
+2.2%
$30.3M0.3%$47.76
35
2025-Q1
Increased
598,507
+20.5%
$29.2M0.3%$46.83
41
2024-Q4
Increased
496,507
+0.8%
$24.4M0.2%$46.88
34
2024-Q3
Increased
492,560
+1.1%
$24.8M0.2%$46.81
35
2024-Q2
Increased
487,224
+4.1%
$23.7M0.3%$45.02
36

Other major holders of BNDX: JPMORGAN CHASE & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used