How many shares of BNDX does Beacon Pointe Advisors, LLC own?

As of 2026-Q2, Beacon Pointe Advisors, LLC holds 2.5M shares of BNDX (VANGUARD CHARLOTTE FDS).

What is Beacon Pointe Advisors, LLC's BNDX position worth?

As of 2026-Q2, Beacon Pointe Advisors, LLC's BNDX position is worth $121.3M.

Is Beacon Pointe Advisors, LLC buying or selling BNDX?

In 2026-Q2, Beacon Pointe Advisors, LLC increased their BNDX position (+0.5% change in shares).

When did Beacon Pointe Advisors, LLC first buy BNDX?

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in BNDX in 2019-Q2. They have held the position across 28 quarters.

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Beacon Pointe Advisors, LLC

BNDX
28 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in VANGUARD CHARLOTTE FDS

Current Value

$121.3M

Current Shares

2.5M

Total Value Change

+$120.8M

Total Shares Change

+2.5M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.5M	+0.5%	$121.3M	0.6%	$48.08	43
2026-Q1	Increased	2.5M	+7.9%	$119.7M	0.6%	$47.36	46
2025-Q4	Increased	2.3M	+244.1%	$111.6M	0.8%	$47.42	68
2025-Q3	Increased	670,958	+2607.6%	$33.2M	0.3%	$47.28	56
2025-Q2	Increased	24,781	+3.0%	$1.2M	0.0%	$47.03	26
2025-Q1	Decreased	24,051	-55.8%	$1.2M	0.0%	$46.07	0
2024-Q4	Decreased	54,449	-24.7%	$2.7M	0.0%	$46.10	0
2024-Q3	Decreased	72,318	-25.7%	$3.6M	0.0%	$46.03	0
2024-Q2	Increased	97,288	+970.4%	$4.7M	0.1%	$44.29	43
2024-Q1	Decreased	9,089	-41.9%	$447,086	0.0%	$44.51	0
2023-Q4	Decreased	15,637	-90.7%	$771,906	0.0%	$44.52	0
2023-Q3	Decreased	168,075	-17.1%	$8M	0.1%	$41.76	0
2023-Q2	Increased	202,781	+3271.8%	$9.9M	0.2%	$42.47	53
2023-Q1	New	6,014	-	$294,211	0.0%	$42.32	32
2022-Q3	Exited	0	-100.0%	$0	0.0%	$40.86	0
2022-Q2	Decreased	10,312	-97.8%	$512,000	0.0%	$42.29	0
2022-Q1	Increased	464,788	+5403.7%	$24.4M	0.3%	$44.66	55
2021-Q4	Decreased	8,445	-96.5%	$466,000	0.0%	$46.91	0
2021-Q3	Increased	243,566	+1517.5%	$13.9M	0.3%	$46.97	54
2021-Q2	Increased	15,058	+54.6%	$860,000	0.0%	$46.99	35
2021-Q1	Decreased	9,739	-21.0%	$559,000	0.0%	$46.91	0
2020-Q4	Decreased	12,326	-27.9%	$722,000	0.0%	$48.00	0
2020-Q3	Increased	17,103	+102.0%	$995,000	0.1%	$47.49	40
2020-Q2	Increased	8,466	+3.5%	$489,000	0.0%	$47.00	25
2020-Q1	Decreased	8,176	-20.1%	$459,000	0.1%	$45.68	0
2019-Q4	New	10,238	-	$579,000	0.2%	$45.87	40
2019-Q3	Exited	0	-100.0%	$0	0.0%	$46.46	0
2019-Q2	New	8,820	-	$506,000	0.2%	$45.13	40

Other major holders of BNDX: JPMORGAN CHASE & CO, BNP PARIBAS FINANCIAL MARKETS

BNDX28 quarters

BNDX
28 quarters