P/E Global LLC BNDX — VANGUARD CHARLOTTE FDS

Ownership history in P/E Global LLC  ·  9 quarters on record

AI Ownership Summary

P/E Global LLC reported VANGUARD CHARLOTTE FDS (BNDX) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 18.33% in 2024 Q2. The latest visible filing shows BNDX at 3.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BNDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was P/E Global LLC's position in VANGUARD CHARLOTTE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BNDX was reported at 3.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.33% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BNDX stock page P/E Global LLC fund profile P/E Global LLC full holdings
How P/E Global LLC held BNDX — position size vs. price
% of Fund (quarterly)    BNDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 971,692 -303,125 -23.8% 3.68% $46.7M 2026-04-09 $48.02
2025 Q4 REDUCED 19.5% -0.1% ✅ 1,274,817 -309,577 -19.5% 4.44% $61.6M 2026-01-22 $48.03
2025 Q3 ADDED — — — 1,584,394 +66,381 +4.4% 15.67% $78.4M 2025-10-22 $48.28
2025 Q2 ADDED — — — 1,518,013 +87,161 +6.1% 15.63% $75.2M 2025-07-10 $47.31
2025 Q1 ADDED — — — 1,430,852 +76,394 +5.6% 15.81% $69.9M 2025-04-17 $47.04
2024 Q4 ADDED — — — 1,354,458 +56,678 +4.4% 14.95% $66.4M 2025-01-30 $46.62
2024 Q3 REDUCED 6.4% +0.2% ❌ 1,297,780 -88,910 -6.4% 18.06% $65.3M 2024-10-17 $46.47
2024 Q2 ADDED — — — 1,386,690 +104,356 +8.1% 18.33% $67.5M 2024-07-30 $45.51
2024 Q1 INITIATED — — — 1,282,334 — — 16.84% $63.1M 2024-05-08 $44.75

🏢 Other funds also holding BNDX

As of 2026 Q1 — sorted by position size

BURRUS FINANCIAL SERVICES, INC. 12.28% Silver Oak Advisory Group, Inc. 3Y 10.99% Christian Investment Advisors, Inc. 10.23% DiPaolo Financial Group, Inc. 9.37% Evolution Advisers, Inc. 3Y 9.14% Golden Bell Financial Planning LLC 9.13% STONE LOFT WEALTH MANAGEMENT LLC 8.84% Hassell Wealth Management, LLC 3Y 8.78% ATMOS ADVISORY, LLC 3Y 8.6% Financial Architects, LLC 8.48%

FAQ About P/E Global LLC and BNDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has P/E Global LLC reported owning BNDX?

P/E Global LLC reported BNDX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BNDX position in P/E Global LLC's portfolio?

The largest reported portfolio weight for BNDX was 18.33% in 2024 Q2.

What is the latest reported BNDX position on this page?

The most recent filing on this page is 2026 Q1, when P/E Global LLC reported 971,692 shares, equal to 3.68% of portfolio, with an estimated market value of $46.7M.

What does the chart on this BNDX ownership page compare?

The chart compares P/E Global LLC's quarterly BNDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did P/E Global LLC time their BNDX position?

Based on 13F filing dates vs. subsequent BNDX price moves, P/E Global LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on BNDX relative to SPY over the holding period was -11.2%.

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