Position history for Envestnet Portfolio Solutions, Inc.'s holdings in VANGUARD CHARLOTTE FDS
Envestnet Portfolio Solutions, Inc. holds 4M shares of BNDX (VANGUARD CHARLOTTE FDS), worth $194.2M as of 2026-Q1. The position was decreased (-60.4% shares). BNDX represents 1.1% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$194.2M
Current Shares
4M
Total Value Change
-$306.8M
Total Shares Change
-6.3M
Other major holders of BNDX: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO
Decreased |
| 4M |
-60.4% |
| $194.2M |
| 1.1% |
| $48.83 |
0 |
| 2025-Q4 | Increased | 10.2M | +4.5% | $493.7M | 1.7% | $48.27 | 52 |
| 2025-Q3 | Increased | 9.8M | +8.2% | $483.5M | 1.8% | $48.06 | 53 |
| 2025-Q2 | Decreased | 9M | -8.6% | $447.4M | 1.6% | $47.76 | 0 |
| 2025-Q1 | Decreased | 9.9M | -6.0% | $482.4M | 1.8% | $46.83 | 0 |
| 2024-Q4 | Increased | 10.5M | +0.9% | $515.3M | 1.7% | $46.88 | 50 |
| 2024-Q3 | Increased | 10.4M | +1.2% | $523.6M | 1.7% | $46.81 | 50 |
| 2024-Q2 | Increased | 10.3M | +10.9% | $501M | 1.7% | $45.02 | 55 |