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
Other major holders of BNDX: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO
Increased |
| 2.5M |
+7.9% |
| $119.7M |
| 0.6% |
| $48.83 |
46 |
| 2025-Q4 | Increased | 2.3M | +244.1% | $111.6M | 0.8% | $48.27 | 68 |
| 2025-Q3 | Increased | 670,958 | +2607.6% | $33.2M | 0.3% | $48.06 | 56 |
| 2025-Q2 | Increased | 24,781 | +3.0% | $1.2M | 0.0% | $47.76 | 26 |
| 2025-Q1 | Decreased | 24,051 | -55.8% | $1.2M | 0.0% | $46.83 | 0 |
| 2024-Q4 | Decreased | 54,449 | -24.7% | $2.7M | 0.0% | $46.88 | 0 |
| 2024-Q3 | Decreased | 72,318 | -25.7% | $3.6M | 0.0% | $46.81 | 0 |
| 2024-Q2 | Increased | 97,288 | +970.4% | $4.7M | 0.1% | $45.02 | 43 |