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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,101 managers (1,122 13F filers) reported a position in BNDX shares at 2026-06-30, 943,084,515 shares in all. 89 filers opened a position and 93 filers sold out during the quarter.

Managers
1,101
13F filers
1,122
New
89
Added
575
Reduced
324
Sold out
93
Shares held by filers
943,084,515

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
Forum Private Client Group LLC188,617$9.13M2.72%+7,74613F-HRTimeline
Modera Wealth Management, LLC185,128$8.97M0.1%-6,66813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…184,336$8.93M0.01%-21,58413F-HRTimelineGroup
Gould Capital, LLC184,198$8.92M4.97%+11,10713F-HRTimeline
Johnson & White Wealth Management, LLC176,355$8.54M3.19%+4,29713F-HRTimeline
CAMDEN NATIONAL BANK174,449$8.45M1.1%-1,06413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…173,938$8.42M1.2%-17,48013F-HRTimeline
Physician Wealth Solutions Inc.172,397$8.35M3.17%+10,04313F-HRTimeline
NorthRock Partners, LLC171,559$8.31M0.12%-33,25713F-HRTimeline
LINCOLN CAPITAL CORP171,277$8.29M2.7%-24413F-HRTimeline
Center For Asset Management LLC169,833$8.23M3.65%+7,40213F-HRTimeline
Bear Mountain Capital, Inc.171,450$8.22M2.38%+2,07713F-HRTimeline
OneDigital Investment Advisors LLC165,564$8.02M0.07%-1,201,19013F-HRTimeline
Sensenig Capital Advisors, Inc164,780$7.98M7.3%+11,45413F-HRTimeline
Level Wealth Management LLC164,549$7.97M3.19%+25,82913F-HRTimeline
Strategic Blueprint, LLC163,386$7.91M0.4%-4,55413F-HRTimeline
RESOLUTE CAPITAL, LLC162,954$7.89M2.72%-22,55413F-HRTimeline
Smartleaf Asset Management LLC161,077$7.82M0.25%013F-HRTimeline
Scissortail Wealth Management, LLC160,235$7.76M1.49%+3,88113F-HRTimeline
Upper Left Wealth Management, LLC160,232$7.76M4.3%+10,85313F-HRTimeline
Breakwater Investment Management159,751$7.74M2.63%-32,37813F-HRTimeline
Omega Financial Group, LLC155,392$7.53M2.29%+6,01513F-HRTimeline
Compound Planning, Inc.154,658$7.49M0.2%-12,05813F-HRTimeline
Paladin Partners, LLC152,162$7.37M4.87%+3,86913F-HRTimeline
Valpey Financial Services, LLC152,118$7.37M4.39%+10,04813F-HRTimeline
Prospect Financial Group LLC151,161$7.32M5.9%+14,09913F-HRTimeline
Silver Coast Investments LLC151,090$7.32M2.18%-134,14913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC150,579$7.29M0.75%+60,02713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.150,290$7.28M0.95%-6,50813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC148,195$7.18M1.6%+11,73413F-HRTimeline
Plum Street Advisors, LLC147,429$7.14M2.28%-35513F-HRTimeline
Elevated Capital Advisors, LLC144,433$6.99M1.92%+9,08913F-HRTimeline
Stokes Family Office, LLC140,148$6.79M0.79%-70,02413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…139,978$6.78M<0.01%+46,39013F-HRTimelineGroup
Manuka Financial, LLC139,507$6.76M3.51%+21,51613F-HRTimeline
ACORN CREEK CAPITAL LLC139,009$6.73M2.25%+6,27513F-HRTimeline
RIVERSEDGE ADVISORS, LLC138,239$6.69M0.89%+4,17713F-HRTimeline
TRB Wealth Management, LLC137,851$6.68M0.89%+5,88013F-HRTimeline
Retirement Wealth Solutions LLC136,230$6.6M3.64%+1,43413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers136,225$6.6M0.01%+17,74313F-HRTimelineGroup
BEACON FINANCIAL GROUP135,978$6.59M0.6%+18,12513F-HRTimeline
City State Bank135,179$6.55M1.5%+3,36513F-HRTimeline
Braun-Bostich & Associates Inc.134,018$6.49M3.62%+2,05313F-HRTimeline
FPC INVESTMENT ADVISORY, INC.135,332$6.49M3.06%-37,30313F-HRTimeline
Chesapeake Wealth Management133,371$6.46M1.81%+3,46413F-HRTimeline
D.A. DAVIDSON & CO.133,359$6.46M0.04%+4,08713F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…130,734$6.33M2.98%+123,58413F-HRTimeline
Fairlight Advisors130,685$6.33M5.16%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC130,548$6.32M0.15%+12,19713F-HRTimelineGroup
Seneschal Advisors, LLC128,662$6.23M4.27%+3,74213F-HRTimeline
United Financial Planning Group LLC127,387$6.17M3.13%+8,54113F-HRTimeline
CGN Advisors LLC127,011$6.15M0.45%+2,72813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.124,599$6.03M0.01%+8,75013F-HRTimelineGroup
ONE Advisory Partners, LLC123,691$5.99M1.63%+5,90013F-HRTimeline
W.H. Cornerstone Investments Inc.123,327$5.97M3.38%-8813F-HRTimeline
BRIGHTON SECURITIES CORP.123,300$5.97M2.56%+2,12013F-HRTimeline
Five Pine Wealth Management123,153$5.96M3.37%+6,80113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC122,924$5.96M<0.01%+44,24313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding145,293$5.95M+11,685Timeline
Conrad Siegel Investment Advisors, Inc.122,536$5.93M0.97%+78713F-HRTimeline
Gateway Wealth Partners, LLC122,454$5.93M0.36%-59,27613F-HRTimeline
Fort Vancouver Investment Management, L…121,748$5.9M2.75%+7,54713F-HRTimeline
AE Wealth Management LLC121,268$5.87M0.03%-113,57513F-HRTimeline
Financiere des Professionnels - Fonds d…120,000$5.81M0.33%013F-HRTimeline
Savvy Advisors, Inc.119,444$5.78M0.12%-3,37313F-HRTimeline
Pettinga Financial Advisors LLC117,822$5.71M0.91%+59,73913F-HRTimeline
Auour Investments LLC116,963$5.66M1.62%-29913F-HRTimeline
Baron Financial Group, LLC116,890$5.66M2.7%+4,91813F-HRTimeline
Hopwood Nicholas Hunter115,463$5.59M1.53%+5,53613F-HRTimeline
B. Riley Wealth Advisors, Inc.114,975$5.58M0.3%+1,91113F-HRTimeline
Frisco Financial Planning LLC114,178$5.53M4.17%+2,87113F-HRTimeline
Evergreen Private Wealth LLC113,644$5.5M2.04%+4,53613F-HRTimeline
Addison Advisors LLC112,872$5.47M2.58%-142,67713F-HRTimeline
Fund Evaluation Group, LLC111,718$5.41M0.15%new13F-HRTimeline
Sagace Wealth Management LLC111,660$5.41M3.42%-2,84813F-HRTimeline
FIRST HORIZON CORP111,549$5.4M0.21%-63313F-HRTimeline
LMG Wealth Partners, LLC111,162$5.38M0.86%+13,10813F-HRTimeline
Pacific Excel Wealth Advisors, Inc.110,573$5.36M2.07%+104,75113F-HRTimeline
Heritage Family Offices, LLP110,573$5.36M2.07%+44,39713F-HRTimeline
Grey Fox Wealth Advisors, LLC109,879$5.32M0.83%+16,82613F-HRTimeline
Midwest Capital Advisors, LLC107,574$5.21M2.12%-15,70013F-HRTimeline
Arta Finance Wealth Management LLC106,552$5.15M2.2%+10,87913F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC106,114$5.14M3.34%+12,75313F-HRTimeline
Veery Capital, LLC104,860$5.08M1.36%+4,01813F-HRTimeline
KINTRA WEALTH, LLC104,899$5.03M0.26%-38,89013F-HRTimeline
Csenge Advisory Group103,514$5.01M0.2%-80413F-HRTimeline
Wealthfront Advisers LLC102,760$4.98M0.01%-7,73213F-HRTimeline
BCGM Wealth Management, LLC102,741$4.98M1.05%-34813F-HRTimeline
Vertex Investment Solutions Co., Ltd.102,400$4.96M3.35%+6,50013F-HRTimeline
Tandem Financial, LLC101,802$4.93M1.59%-13513F-HRTimeline
K2 Financial Inc.101,829$4.91M3.47%+4,58613F-HRTimeline
Zeit Capital LLC99,807$4.83M2.91%+2,96813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC99,294$4.81M0.02%new13F-HR/ATimeline
Ocean Park Asset Management, LLC99,294$4.81M0.23%new13F-HRTimeline
HM PAYSON & CO98,705$4.78M0.06%+32,06413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC97,843$4.74M0.09%+5,16713F-HRTimelineGroup
TSA Wealth Managment LLC96,936$4.69M1.33%-8,83613F-HRTimeline
Friedenthal Financial95,678$4.63M2.14%+5,30213F-HRTimeline
Gotham Asset Management, LLC94,788$4.59M0.01%+89413F-HRTimeline
Sharper & Granite LLC94,095$4.56M1.41%+1,15513F-HRTimeline
Global Trust Wealth Management LLC93,013$4.5M3.1%+39,25113F-HRTimeline
Emergent Wealth Advisors, LLC92,926$4.5M2.34%+7,38713F-HRTimeline
EQ WEALTH ADVISORS, LLC92,087$4.46M2.45%-66,42213F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.92,480$4.42M0.86%+5,56613F-HRTimeline
NYL Investors LLC90,733$4.39M1.68%-37813F-HRTimeline
SIMON QUICK ADVISORS, LLC90,549$4.39M0.18%-92013F-HRTimeline
AdvisorNet Financial, Inc90,478$4.38M0.2%-4,05313F-HRTimeline
SBI Securities Co., Ltd.88,691$4.3M0.1%+88013F-HRTimeline
LANARK FINANCIAL, INC.88,530$4.29M0.29%+7,13913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC87,628$4.24M1.2%+7,15213F-HRTimeline
Geneos Wealth Management Inc.86,863$4.21M0.09%-4,75213F-HRTimeline
WealthCare Investment Partners, LLC86,763$4.2M1.02%+7,46313F-HRTimeline
TD Waterhouse Canada Inc.86,829$4.19M0.01%+4,01413F-HRTimeline
Collaborative Fund Advisors, LLC86,441$4.19M2.44%+22,96313F-HRTimeline
Ruedi Wealth Management, Inc.86,326$4.18M0.98%-15,04513F-HRTimeline
Elmwood Wealth Management, Inc.86,055$4.17M1.04%+3,59713F-HRTimeline
Skyline Advisors, Inc.85,505$4.14M1.3%+14,62213F-HRTimeline
McNaughton Wealth Management, LLC85,456$4.14M1.47%+2,03613F-HRTimeline
Hidden Cove Wealth Management, LLC85,151$4.12M2.27%-60713F-HRTimeline
HT Partners LLC85,149$4.12M1.14%+6,08813F-HRTimeline
Hexagon Capital Partners LLC84,170$4.08M0.57%+10,53613F-HRTimeline
Financial Engines Advisors L.L.C.83,264$4.03M0.01%-10,95013F-HRTimeline
WEALTH ALLIANCE, LLC83,128$4.03M0.34%+16,06213F-HRTimeline
Archer Investment Management, LLC82,782$4.01M1.37%+26,92813F-HRTimeline
Edgestream Partners, L.P.82,773$4.01M0.12%new13F-HRTimeline
WealthSpring Partners, LLC81,998$3.97M3.41%+1,71413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding82,428$3.95M+40,881Timeline
Martel Wealth Advisors LLC81,483$3.95M0.62%+2,58013F-HRTimeline
Bedminster, LLC81,353$3.94M3.37%-12,95213F-HRTimeline
AlphaStar Capital Management, LLC81,025$3.92M0.25%+1,26213F-HRTimeline
Crabel Capital Management, LLC80,875$3.92M2.86%new13F-HRTimeline
Hobart Private Capital, LLC80,586$3.9M0.67%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.80,487$3.9M0.23%+26913F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson80,175$3.88M<0.01%13F-HRTimelineGroup
Quartz Partners, LLC78,992$3.83M1.25%+1,22113F-HRTimeline
SCOTIA CAPITAL INC.78,657$3.81M0.01%+79513F-HRTimeline
RFG Advisory, LLC77,986$3.78M0.06%-138,61213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp77,977$3.78M0.19%+9,20513F-HRTimelineGroup
West Wealth Group, LLC77,607$3.76M0.61%+6,85313F-HRTimeline
10Elms LLP77,601$3.76M1.59%+22,22013F-HRTimeline
Avant Financial Advisors LLC76,529$3.71M2.31%+2,81913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.76,057$3.68M0.15%+12,87113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding75,780$3.67M+7,418Timeline
PFG Advisors75,600$3.66M0.18%+3,35713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP75,143$3.64M0.01%-811,83513F-HR/ATimelineGroup
Integrated Wealth Concepts LLC74,703$3.62M0.02%+1,56613F-HR/ATimeline
Plancorp, LLC73,845$3.54M0.09%+57,16513F-HRTimeline
Note Advisors, LLC72,898$3.53M1.53%-1,07613F-HRTimeline
RiverGlades Family Offices LLC72,200$3.5M1.6%-2,04013F-HRTimeline
Sigma Planning Corp71,822$3.48M0.09%-8,34313F-HRTimeline
VCI Wealth Management LLC71,738$3.47M0.87%+9313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/71,682$3.47M<0.01%+7,20913F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments71,280$3.45M0.19%+6,20013F-HRTimelineGroup
Strategic Financial Planning, Inc.69,531$3.37M1.76%-7,67913F-HRTimeline
Private Advisor Group, LLC69,238$3.35M0.02%-144,68913F-HRTimeline
BLB&B Advisors, LLC69,090$3.35M0.12%-1,54213F-HRTimeline
Curtis Advisory Group, LLC68,589$3.32M0.65%+54,90513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\68,097$3.3M<0.01%+10113F-HRTimelineGroup
Claro Advisors Inc.67,687$3.28M0.34%+5,81013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC66,881$3.24M0.97%+5,89413F-HRTimeline
OLD MISSION CAPITAL LLC65,914$3.19M0.08%new13F-HRTimeline
Robinswood Financial LLC65,232$3.16M0.91%+1,89713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.65,195$3.16M1.93%-1,46013F-HRTimeline
Legacy Wealth Partners, LLC64,129$3.11M0.7%+2,72613F-HRTimeline
Manske Wealth Management63,762$3.09M0.77%+9,54813F-HRTimeline
Independent Advisor Alliance63,328$3.07M0.07%-29,27013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.63,090$3.06M0.02%-28,59013F-HRTimelineGroup
Values Added Financial LLC62,904$3.05M1.1%-42,11513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC62,186$3.01M0.75%+5,74613F-HRTimeline
Sterling Financial Planning, Inc.61,896$3M0.82%+2,47713F-HRTimeline
Schuylkill Financial LLC61,625$2.98M2.76%13F-HRTimeline
Petix & Botte Co61,179$2.96M0.6%+29,39813F-HRTimeline
Cambria Investment Management, L.P.61,315$2.96M0.15%+2,24113F-HRTimeline
CHOREO, LLC60,984$2.95M0.03%-2,40113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC60,847$2.95M0.03%+17,68613F-HRTimelineGroup
United Advisor Group, LLC60,393$2.92M0.31%+4,21913F-HRTimeline
Sequoia Financial Advisors, LLC60,323$2.92M0.01%+9,00213F-HRTimeline
LaSalle St. Investment Advisors, LLC59,642$2.89M0.35%-2,77513F-HRTimeline
Global Retirement Partners, LLC58,946$2.85M0.04%13F-HRTimeline
Trinity Wealth Management, LLC58,771$2.85M0.9%+31,00613F-HRTimeline
EHRLICH FINANCIAL GROUP58,632$2.84M1.46%+2,28913F-HRTimeline
Chicago Partners Investment Group LLC59,260$2.83M0.06%+54,37313F-HRTimeline
ATLas Financial Planning LLC57,922$2.81M2.27%+1,39413F-HRTimeline
SWP FINANCIAL LLC57,688$2.79M1.29%-16,11813F-HRTimeline
BANK OF HAWAII57,522$2.79M0.14%+4,80313F-HRTimeline
Burk Holdings LLC57,487$2.78M1.03%+6,43213F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.56,843$2.75M0.95%+40,08113F-HRTimeline
Sovran Advisors, LLC57,406$2.74M0.2%+17,06513F-HRTimeline
Balanced Rock Investment Advisors LLC55,534$2.69M1.68%+3,07713F-HRTimeline
Womack Financial LLC54,766$2.65M1.75%-1,47813F-HRTimeline
GENESIS PRIVATE WEALTH, LLC54,517$2.64M0.74%+2,44413F-HRTimeline
Summit Financial, LLC54,330$2.63M0.03%-2,65213F-HRTimeline
Buttonwood Financial Group, LLC54,307$2.63M1.5%+93013F-HRTimeline
Gladwyn Financial Advisors, Inc.53,961$2.61M1.63%+3,73713F-HRTimeline
Horst & Graben Wealth Management LLC53,908$2.6M0.34%-11,93913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.53,513$2.59M0.73%+85513F-HRTimeline
OpenArc Corporate Advisory, LLC53,466$2.59M0.03%-31,33313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…52,383$2.54M0.04%+2,24113F-HRTimelineGroup
Charis Legacy Partners, LLC52,319$2.53M3.12%+11,50113F-HRTimeline
Sowell Financial Services LLC51,603$2.5M0.08%+5,36013F-HRTimeline