Position history for Envestnet Portfolio Solutions, Inc.'s holdings in VANGUARD CHARLOTTE FDS
Envestnet Portfolio Solutions, Inc. holds 10.2M shares of BNDX (VANGUARD CHARLOTTE FDS), worth $493.7M as of 2025-Q4. The position was increased (++4.5% shares). BNDX represents 1.7% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$493.7M
Current Shares
10.2M
Total Value Change
-$7.3M
Total Shares Change
-77,340
Other major holders of BNDX: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO
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 |