Betterment LLC’s Vanguard Charlotte Fds Position
Does Betterment LLC own Vanguard Charlotte Fds (BNDX)? Yes — 19.40M shares worth $932M (+1.77% of its 13F portfolio) as of Q1 2026, down from 19.56M shares the prior filed quarter.
Position Value
$932M
Q1 2026
Shares
19.40M
% of Portfolio
+1.77%
Quarters Held
29
currently held
Position History BNDX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 19.40M | $932M | +1.77% |
| Q4 2025 | 19.56M | $945M | +1.80% |
| Q3 2025 | 18.36M | $908M | +1.79% |
| Q2 2025 | 17.52M | $868M | +1.85% |
| Q1 2025 | 18.36M | $896M | +2.13% |
| Q4 2024 | 20.94M | $1.0B | +2.45% |
| Q3 2024 | 20.77M | $1.0B | +2.49% |
| Q2 2024 | 20.54M | $1000M | +2.59% |
| Q1 2024 | 23.26M | $1.1B | +3.07% |
| Q4 2023 | 38.51M | $1.9B | +5.47% |
| Q3 2023 | 37.27M | $1.8B | +5.65% |
| Q2 2023 | 36.44M | $1.8B | +5.52% |
| Q1 2023 | 35.44M | $1.7B | +5.61% |
| Q4 2022 | 34.58M | $1.6B | +5.63% |
| Q3 2022 | 33.62M | $1.7B | +5.96% |
| Q2 2022 | 33.62M | $1.7B | +5.96% |
| Q1 2022 | 33.63M | $1.8B | +5.61% |
| Q4 2021 | 32.48M | $1.8B | +5.58% |
| Q3 2021 | 30.54M | $1.7B | +5.82% |
| Q2 2021 | 29.18M | $1.7B | +5.68% |
| Q4 2020 | 23.56M | $1.4B | +5.78% |
| Q3 2020 | 21.41M | $1.2B | +6.12% |
| Q2 2020 | 19.97M | $1.2B | +6.13% |
| Q1 2020 | 18.32M | $1.0B | +6.40% |
| Q4 2019 | 20.47M | $1.2B | +5.98% |
| Q3 2019 | 18.34M | $1.1B | +5.96% |
| Q2 2019 | 18.34M | $1.1B | +5.96% |
| Q1 2019 | 17.56M | $979M | +5.92% |
| Q4 2018 | 16.68M | $905M | +6.36% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Betterment LLC’s full portfolio or all institutional holders of BNDX.