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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,093 managers (1,114 13F filers) reported a position in BNDX shares at 2026-06-30, 942,875,052 shares in all. 88 filers opened a position and 93 filers sold out during the quarter.

Managers
1,093
13F filers
1,114
New
88
Added
574
Reduced
319
Sold out
93
Shares held by filers
942,875,052

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO310,184,158$15.1B0.88%+21,645,33013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,817,197$6.24B0.4%+3,804,78113F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding100,011,586$4.84B+9,682,332Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding65,671,610$3.18B+2,401,432Timeline
MERCER GLOBAL ADVISORS INC /ADV39,340,451$1.91B2.35%+3,058,91513F-HR/ATimeline
Savant Capital, LLC38,533,386$1.86B5.46%+20,474,80813F-HRTimeline
Betterment LLC20,301,516$983M1.66%+900,94213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,123,557$636M0.56%+873,47413F-HRTimelineGroup
LPL Financial LLC11,468,622$555M0.12%+240,58113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,357,596$502M0.08%+680,38713F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,884,431$479M1.14%+1,115,27313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,501,131$363M0.62%+1,110,22113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,282,745$353M0.06%+66,17213F-HRTimelineGroup
Cetera Investment Advisers5,925,087$287M0.26%+278,49813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,720,864$277M0.25%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,072,090$246M0.01%-1,086,49813F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP4,815,071$233M5.97%+106,72713F-HRTimelineGroup
TIAAgroup of 5 filers holding4,789,902$232M+1,470,471Timeline
&PARTNERS4,325,800$210M0.86%+366,15613F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,471,877$167M0.06%-4,186,63313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC3,317,595$161M0.14%+169,98313F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,140,804$152M0.34%+127,67713F-HR/ATimeline
Ally Invest Advisors Inc.2,662,224$129M7.79%+122,34913F-HRTimeline
Beacon Pointe Advisors, LLC2,503,755$121M0.56%+13,34113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,434,416$118M0.02%-489,10513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2,335,059$113M1.53%+425,25613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,194,319$106M0.03%+109,40613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,052,383$99.4M0.2%+380,58813F-HRTimeline
Janney Montgomery Scott LLC2,034,345$98.5M0.19%+75,65413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,031,890$98.4M-760,366Timeline
FRANKLIN RESOURCES INCin group Franklin Resources1,963,500$95.1M0.02%+1,090,60113F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,859,138$90M0.17%+124,74613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,789,179$86.7M0.1%+35,78113F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding1,710,245$82.8M+314,118Timeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding1,670,946$80.9M-501,745Timeline
Symmetry Partners, LLC1,593,322$77.2M3.93%+107,65413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,574,681$76.3M0.09%+31,78213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,555,652$75.3M0.01%-500,27813F-HRTimelineGroup
Hardy Reed LLC1,535,784$74.4M4.78%+81,91613F-HRTimeline
Prime Capital Investment Advisors, LLC1,423,682$68.9M0.67%+49,54013F-HRTimeline
Vestmark Advisory Solutions, Inc.1,346,913$65.2M0.61%+183,64413F-HRTimeline
Pure Financial Advisors, LLC1,338,153$64.8M0.82%+90,21713F-HRTimeline
Partners in Financial Planning1,288,435$62.4M9.46%+51,84613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,282,841$62.1M0.04%+780,12713F-HRTimelineGroup
Atomic Invest LLC1,265,567$61.4M5.39%+1,185,99913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,184,598$57.4M1.24%+38,63113F-HRTimelineGroup
Burton Enright Welch1,174,634$56.9M6.68%+153,26713F-HRTimeline
CX Institutional1,159,375$56.1M1.62%-228,18013F-HRTimeline
Capstone Financial Advisors, Inc.1,124,674$54.5M2.65%+32,26813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,080,386$52.3M5.96%+23,76913F-HRTimeline
Orion Porfolio Solutions, LLC1,074,729$52M0.4%+262,92013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,068,395$51.8M0.02%+226,79113F-HRTimelineGroup
COUNTRY TRUST BANK1,068,748$51.8M0.91%+3,75013F-HRTimeline
UBS Group AGgroup of 2 filers holding1,058,392$51.3M+71,704Timeline
Retirement Investment Advisors, Inc.1,064,060$51M3.63%+68,13113F-HRTimeline
P/E Global LLC1,038,478$50.3M3.23%+66,78613F-HRTimeline
PDS Planning, Inc1,034,989$50.1M2.9%+20,56213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…993,069$48.1M0.03%-38,78013F-HRTimelineGroup
Clark Asset Management, LLC981,214$47.5M3.73%+103,14613F-HRTimeline
Apella Capital, LLC945,365$45.4M0.64%-29,58613F-HRTimeline
Hamilton Point Investment Advisors, LLC919,347$44.5M6.27%+23,71213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC892,697$43.2M0.02%+105,00713F-HRTimelineGroup
NewEdge Advisors, LLC840,831$40.7M0.12%+79,05213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP833,549$40.4M0.03%+31,24513F-HRTimelineGroup
Horizon Investments, LLC831,460$40.1M0.44%+119,05013F-HRTimeline
Valmark Advisers, Inc.796,548$38.6M0.41%+58,56113F-HRTimeline
1832 Asset Management L.P.796,320$38.6M0.05%+22,82913F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…793,418$38.1M2.35%013F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…749,859$36.3M0.25%-258,09213F-HRTimelineGroup
Wedmont Private Capital743,512$35.7M0.98%+61,08613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC708,368$34.3M0.04%-31,19213F-HRTimeline
Farther Finance Advisors, LLC679,310$32.9M0.26%+115,95213F-HRTimeline
Discipline Wealth Solutions, LLC658,093$31.9M2.78%+58,33013F-HRTimeline
Human Investing LLC656,654$31.8M4.12%+29,43513F-HR/ATimeline
MilWealth Group LLC641,227$31.1M6.62%+48,27713F-HRTimeline
Marotta Asset Management637,117$30.8M5.12%+23,86913F-HRTimeline
HARBOUR INVESTMENTS, INC.603,409$29.2M0.39%+15,26513F-HRTimeline
Vise Technologies, Inc.602,669$29.2M0.33%+67,27013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …595,099$28.8M1.42%+48,95013F-HRTimeline
Merit Financial Group, LLC590,624$28.6M0.18%+144,13813F-HR/ATimeline
Avion Wealth570,842$27.6M5.14%+20,56513F-HRTimeline
Sanctuary Advisors, LLC566,084$27.4M0.13%-10,56613F-HRTimeline
BURRUS FINANCIAL SERVICES, INC.559,901$27.1M11.77%+1,56313F-HRTimeline
Evolution Advisers, Inc.553,304$26.8M9.85%+102,07413F-HRTimeline
McLean Asset Management Corp552,563$26.4M3.49%+282,43413F-HRTimeline
Silver Oak Advisory Group, Inc.544,324$26.4M10.39%+14,01113F-HRTimeline
Avior Wealth Management, LLC534,207$25.9M0.68%+11,45713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC529,866$25.7M<0.01%+369,53113F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC529,231$25.6M1.88%-39,29313F-HRTimeline
Hassell Wealth Management, LLC531,498$25.4M7.8%-13,26613F-HRTimeline
Luminvest Wealth Management LLC522,481$25.3M5.88%+32,32913F-HRTimeline
Atria Investments, Inc509,082$24.7M0.25%+11,83813F-HRTimeline
Wiser Wealth Management, Inc496,529$24M4.6%-8,81513F-HRTimeline
Flagstone Financial Management496,358$24M5.38%+20,42413F-HRTimeline
Advocacy Wealth Management, LLC491,698$23.8M0.87%+44,13813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…489,020$23.7M0.04%-61,63713F-HRTimelineGroup
Rinkey Investments477,491$23.1M5.44%-6,40013F-HRTimeline
GeoWealth Management, LLC470,493$22.8M0.72%+11,42713F-HRTimeline
FIL Ltdin group FIL Ltd467,137$22.6M0.02%+37,20413F-HRTimelineGroup
Financial Advisors Network, Inc.467,071$22.6M2.77%-19,01113F-HRTimeline
Prospera Capital Management, LLC456,925$22M6.89%+133,77313F-HRTimeline
BlueSky Wealth Advisors, LLC438,441$21.2M2.46%+44,34413F-HRTimeline
Chandler Asset Management, Inc.432,285$20.9M2.95%+29,62013F-HRTimeline
Creative Planningin group Creative Planning420,878$20.4M0.01%+18,02013F-HRTimelineGroup
SEEDS INVESTOR LLC417,926$20.2M2.08%+45,31113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…411,825$19.9M0.67%-348,63013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC409,962$19.9M0.59%-25,49813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC405,420$19.6M0.25%-388,04613F-HRTimeline
Lifeworks Advisors, LLC404,393$19.6M2.05%+34,16613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/398,711$19.3M0.01%+6,63313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC397,935$19.3M0.02%-69,83213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP393,959$19.1M<0.01%-13,97713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC391,912$19M0.12%+8,01013F-HRTimelineGroup
Parker Financial LLC390,210$18.9M6.91%+5,20213F-HRTimeline
Cranbrook Wealth Management, LLC381,052$18.5M3.45%-2,43513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…381,851$18.4M0.03%+54,56113F-HRTimeline
VestGen Advisors, LLC376,787$18.2M0.54%-52813F-HRTimeline
Ballentine Capital Advisors, Inc370,719$18M6.77%+36,42613F-HRTimeline
EP Wealth Advisors, LLC364,167$17.6M0.07%+122,39913F-HRTimeline
Summit Wealth Group, LLC360,811$17.5M3.56%+13,23813F-HRTimeline
ShankerValleau Wealth Advisors, Inc.356,458$17.3M4.55%+18,83913F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding354,840$17.2M-17,968Timeline
Christian Investment Advisors, Inc.352,185$17.1M10.05%+18,82213F-HRTimeline
Wealthspire Retirement, LLC350,775$17M0.93%+27,30813F-HRTimeline
Arax Advisory Partners344,914$16.7M0.11%+200,42613F-HRTimeline
Triad Wealth Partners, LLC347,658$16.6M0.99%+33,50913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management342,588$16.6M0.17%+62,90213F-HRTimelineGroup
Financial Architects, LLC342,491$16.6M7.95%+8,00513F-HRTimeline
HighTower Advisors, LLC323,121$15.6M0.02%+28,61213F-HRTimeline
Factor Wealth Management LTD321,391$15.6M2.35%+109,36813F-HRTimeline
Perigon Wealth Management, LLC318,593$15.4M0.24%+8,13913F-HRTimeline
Cambridge Advisors Inc.318,189$15.4M2.65%+26,27113F-HRTimeline
ATMOS ADVISORY, LLC318,013$15.4M8.05%+3,01713F-HRTimeline
SigFig Wealth Management, LLC310,749$15.1M0.4%+1,56213F-HRTimeline
Grove Street Fiduciary, LLC310,499$15M6.35%-26913F-HRTimeline
XY Planning Network, Inc.310,169$15M1.88%+76,19213F-HRTimeline
Bay Harbor Wealth Management, LLC308,934$15M3.45%+2,98813F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC309,427$14.9M8.45%+52,09713F-HRTimeline
Greenspring Advisors, LLC304,105$14.7M0.82%-56913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…297,256$14.4M0.83%+7,19613F-HRTimeline
Brooklyn FI, LLC295,211$14.1M2.58%+64,90313F-HRTimeline
Vawter Financial, Ltd.289,801$14M5.29%+4,99913F-HRTimeline
Livet Wealth, LLC282,984$13.7M7.9%+20,43713F-HRTimeline
Net Worth Advisory Group279,405$13.5M3.41%-15,67813F-HRTimeline
DiPaolo Financial Group, Inc.278,303$13.5M8.81%+10,38213F-HRTimeline
BIP Wealth, LLC274,807$13.3M0.38%new13F-HRTimeline
Sovereign Financial Group, Inc.272,485$13.2M2.02%+15,63813F-HRTimeline
World Investment Advisors273,227$13.2M0.22%+16,03913F-HRTimeline
Weitzel Financial Services, Inc.267,894$12.9M4.39%+6,48713F-HRTimeline
NI ACQUISITIONS COMPANY, LLC266,258$12.9M5.5%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC266,204$12.9M1.22%+66,33913F-HRTimeline
Mutual Advisors, LLC265,137$12.8M0.24%+16,75213F-HRTimeline
MGO ONE SEVEN LLC265,085$12.8M0.21%+10,51913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding260,431$12.6M-15,546Timeline
Strategic Investment Advisors / MI258,107$12.5M0.76%-3,89813F-HRTimeline
Morton Brown Family Wealth, LLC256,559$12.4M2.82%+20,07613F-HRTimeline
Level Financial Advisors255,969$12.4M2.77%+41,52613F-HRTimeline
SAX WEALTH ADVISORS, LLC256,513$12.3M0.5%+244,16813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC252,649$12.2M0.02%+195,32713F-HRTimeline
Golden Bell Financial Planning LLC251,039$12.2M8.94%+12,78513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS250,496$12.1M0.01%+250,40013F-HRTimelineGroup
NWAM LLC247,762$12M0.6%-12,19213F-HRTimeline
BFSG, LLC247,281$12M1.06%+8,56913F-HRTimeline
ABLE Financial Group, LLC237,186$11.5M1.93%+11,43113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/236,266$11.4M1.8%+29,67113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…234,408$11.4M0.1%+21,24713F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC233,668$11.3M5.11%-9913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\231,639$11.2M0.01%+10,36413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.229,918$11.1M0.19%+33,30813F-HRTimeline
Aspire Private Capital, LLC226,502$11M2.27%+10,14813F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP226,076$10.9M0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC223,933$10.8M0.13%+29,49513F-HRTimelineGroup
Topsail Wealth Management, LLC223,484$10.8M1.38%+21,51413F-HRTimeline
Leading Edge Financial Planning LLC220,323$10.7M1.9%+23,24113F-HRTimeline
AMG National Trust Bank219,868$10.6M0.22%+48,23613F-HRTimeline
LEGACY FINANCIAL GROUP, INC.218,204$10.6M2.47%+1,57013F-HRTimeline
Trust Co215,988$10.5M0.94%+4,62513F-HRTimeline
FC Advisory LLC214,606$10.4M2.75%+3,56413F-HRTimeline
Arcadia Wealth Management, LLC212,262$10.3M3.23%+14,00413F-HRTimeline
Columbia River Financial Group, LLC210,543$10.2M5.48%+16,06213F-HRTimeline
SAGE RHINO CAPITAL LLC209,543$10.1M1.67%+62,04213F-HRTimeline
Goldstein Advisors, LLC207,195$10M0.92%-2,43713F-HRTimeline
Aletheian Wealth Advisors LLC206,915$10M4.28%+1,65013F-HRTimeline
Topel & Distasi Wealth Management, LLC205,020$9.93M4.79%+8,12413F-HRTimeline
Fairway Wealth LLC204,622$9.91M2.27%+25,46213F-HRTimeline
Tribridge Partners Financial LLC206,747$9.91M3.88%+3,17613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC200,030$9.69M4.17%+2,43113F-HRTimeline
GuidedMoney, LLC198,170$9.6M4.44%+19,71913F-HRTimeline
CFS Investment Advisory Services, LLC198,349$9.57M0.64%-6,12113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…196,582$9.52M0.11%+7,13913F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…194,357$9.41M0.8%+4,39613F-HRTimelineGroup
Somnio Financial Group, LLC193,561$9.37M5.55%+10,76713F-HRTimeline
Financial Planning Navigators CORP193,302$9.36M3.5%+15,58913F-HRTimeline
Security Financial Services, INC.193,238$9.36M1.3%-23,38613F-HRTimeline
BDFS Capital LLC192,154$9.31M4.05%+39,90313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC191,084$9.25M0.8%+5,86913F-HRTimeline
First Heartland Consultants, Inc.190,113$9.21M0.6%+4,27413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …189,646$9.18M1.09%+12,12413F-HRTimeline
Capital Investment Management, Inc.188,731$9.14M2.8%+72913F-HRTimeline
Forum Private Client Group LLC188,617$9.13M2.72%+7,74613F-HRTimeline