BNDX VANGUARD CHARLOTTE FDS

Ownership history in P/E Global LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which P/E Global LLC reported a position in VANGUARD CHARLOTTE FDS (BNDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
18.33% (2024 Q2)
Avg. % of fund
14.97%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,274,817 -309,577 -19.5% 4.44% $61.6M $48.11
2025 Q3 ADDED 1,584,394 +66,381 +4.4% 15.67% $78.4M $47.97
2025 Q2 ADDED 1,518,013 +87,161 +6.1% 15.63% $75.2M $47.71
2025 Q1 ADDED 1,430,852 +76,394 +5.6% 15.81% $69.9M $46.74
2024 Q4 ADDED 1,354,458 +56,678 +4.4% 14.95% $66.4M $46.77
2024 Q3 REDUCED 1,297,780 -88,910 -6.4% 18.06% $65.3M $46.70
2024 Q2 ADDED 1,386,690 +104,356 +8.1% 18.33% $67.5M $44.93
2024 Q1 INITIATED 1,282,334 16.84% $63.1M
% of Fund (quarterly)    BNDX price (monthly, adj. close)
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