VANGUARD CHARLOTTE FDS (BNDX): Institutional Ownership
Hedge funds and institutional managers reporting a position in BNDX. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
7
13F filers
Aggregate Value
$14.1M
Across holders
Last Price
$48.51
2026-06-26
Sector
GICS
Holder activity2 new4 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 94K | $4.5M | 32.0% | 0.0% | Added | +$100K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 57K | $2.8M | 19.5% | 0.0% | New | — | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 54K | $2.6M | 18.4% | 0.0% | Added | +$505K | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 53K | $2.6M | 18.1% | 0.0% | Added | +$1.5M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 21K | $993K | 7.0% | 0.0% | New | — | Q4 2025 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 9K | $428K | 3.0% | 0.0% | Reduced | $-453K | Q1 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 5K | $260K | 1.8% | 0.0% | Added | +$3K | Q1 2026 |
Added
Hedge Fund
$4.5M· 32.0% of total· 0.0% port· 94K sh· +$100K QoQ· Q1 2026
New
Hedge Fund
$2.8M· 19.5% of total· 0.0% port· 57K sh· — QoQ· Q1 2026
Added
Hedge Fund
$2.6M· 18.4% of total· 0.0% port· 54K sh· +$505K QoQ· Q1 2026
Added
Hedge Fund
$2.6M· 18.1% of total· 0.0% port· 53K sh· +$1.5M QoQ· Q1 2026
New
Hedge Fund
$993K· 7.0% of total· 0.0% port· 21K sh· — QoQ· Q4 2025
Reduced
Institutional Manager
$428K· 3.0% of total· 0.0% port· 9K sh· $-453K QoQ· Q1 2026
Added
Hedge Fund
$260K· 1.8% of total· 0.0% port· 5K sh· +$3K QoQ· Q1 2026