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BNDX
Showing 8 of 13 quarters

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

Beacon Pointe Advisors, LLC holds 2.5M shares of BNDX (VANGUARD CHARLOTTE FDS), worth $119.7M as of 2026-Q1. The position was increased (+7.9% shares). BNDX represents 0.6% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$119.7M

Current Shares

2.5M

Total Value Change

+$114.9M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.5M
+7.9%
$119.7M0.6%$48.83
46
2025-Q4
Increased
2.3M
+244.1%
$111.6M0.8%$48.27
68
2025-Q3
Increased
670,958
+2607.6%
$33.2M0.3%$48.06
56
2025-Q2
Increased
24,781
+3.0%
$1.2M0.0%$47.76
26
2025-Q1
Decreased
24,051
-55.8%
$1.2M0.0%$46.83
0
2024-Q4
Decreased
54,449
-24.7%
$2.7M0.0%$46.88
0
2024-Q3
Decreased
72,318
-25.7%
$3.6M0.0%$46.81
0
2024-Q2
Increased
97,288
+970.4%
$4.7M0.1%$45.02
43

Other major holders of BNDX: JPMORGAN CHASE & CO

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