Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TOTAL INT BD ETF
-
Total 13F shares
-
1,448,186
-
Share change
-
+53,452
-
Total reported value
-
$71,534,050
-
Price per share
-
$49.36
-
Number of holders
-
10
-
Value change
-
+$2,665,096
-
Number of buys
-
6
-
Number of sells
-
3
Institutional Holders of VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF (BNDX) as of Q4 2023
As of 31 Dec 2023,
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF (BNDX) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,448,186 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC, Betterment LLC, VANGUARD GROUP INC, MERCER GLOBAL ADVISORS INC /ADV, Envestnet Portfolio Solutions, Inc., LPL Financial LLC, ROYAL BANK OF CANADA, and Empower Advisory Group, LLC.
This page lists
823
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.