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BNDX
Showing 8 of 11 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
4M
-60.4%
$194.2M1.1%$48.83
0
2025-Q4
Increased
10.2M
+4.5%
$493.7M1.7%$48.27
52
2025-Q3
Increased
9.8M
+8.2%
$483.5M1.8%$48.06
53
2025-Q2
Decreased
9M
-8.6%
$447.4M1.6%$47.76
0
2025-Q1
Decreased
9.9M
-6.0%
$482.4M1.8%$46.83
0
2024-Q4
Increased
10.5M
+0.9%
$515.3M1.7%$46.88
50
2024-Q3
Increased
10.4M
+1.2%
$523.6M1.7%$46.81
50
2024-Q2
Increased
10.3M
+10.9%
$501M1.7%$45.02
55

Other major holders of BNDX: JPMORGAN CHASE & CO

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