SEC 13F Intelligence

Cetera Advisors LLC / BNDX

Cetera Advisors LLC’s Vanguard Charlotte Fds Position

Does Cetera Advisors LLC own Vanguard Charlotte Fds (BNDX)? Not currently — the last reported position was 411.5K shares worth $20M in Q4 2023; the fund’s latest 13F (Q1 2024) no longer reports it.

Position Value
$20M
Q4 2023
Shares
411.5K
% of Portfolio
+0.28%
Quarters Held
21
position exited

Position History BNDX

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ3 ’19: $5MQ3 ’19Q4 ’19: $5MQ1 ’20: $5MQ2 ’20: $5MQ2 ’20Q3 ’20: $8MQ4 ’20: $9MQ1 ’21: $10MQ1 ’21Q2 ’21: $10MQ3 ’21: $13MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $18MQ1 ’23: $19MQ2 ’23: $20MQ2 ’23Q3 ’23: $20MQ4 ’23: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023411.5K$20M+0.28%
Q3 2023420.4K$20M+0.31%
Q2 2023406.5K$20M+0.31%
Q1 2023382.1K$19M+0.31%
Q4 2022384.5K$18M+0.33%
Q3 202253.3K$3M+0.07%
Q2 202260.3K$3M+0.07%
Q1 2022105.7K$6M+0.11%
Q4 2021127.5K$7M+0.14%
Q3 2021225.2K$13M+0.25%
Q2 2021174.0K$10M+0.24%
Q1 2021172.7K$10M+0.27%
Q4 2020146.5K$9M+0.27%
Q3 2020131.3K$8M+0.29%
Q2 202095.0K$5M+0.23%
Q1 202094.4K$5M+0.29%
Q4 201986.9K$5M+0.21%
Q3 201979.8K$5M+0.21%
Q2 201947.2K$3M+0.12%
Q1 201944.1K$2M+0.12%
Q4 201829.4K$2M+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cetera Advisors LLC’s full portfolio or all institutional holders of BNDX.