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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

927 managers (937 13F filers) reported a position in BNDX shares at 2024-12-31, 721,022,726 shares in all. 69 filers opened a position and 73 filers sold out during the quarter.

Managers
927
13F filers
937
New
69
Added
434
Reduced
264
Sold out
73
Shares held by filers
721,022,726

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Hilltop Holdings Inc.in group Hilltop Holdings Inc.129,376$6.35M0.4%-29,74513F-HRTimelineGroup
Topsail Wealth Management, LLC129,360$6.35M1.36%13F-HRTimeline
Fairway Wealth LLC129,112$6.33M2.85%+9,79113F-HRTimeline
SEEDS INVESTOR LLC126,553$6.21M1.77%new13F-HRTimeline
SignalPoint Asset Management, LLC124,943$6.13M1.49%+40,87413F-HRTimeline
VestGen Investment Management124,297$6.1M1.66%-6,39313F-HRTimeline
Csenge Advisory Group122,815$6.02M0.33%-49213F-HRTimeline
TOWNSQUARE CAPITAL LLC122,750$6.02M0.07%-37,82013F-HRTimeline
SCOTIA CAPITAL INC.122,474$6.01M0.03%-11,90613F-HRTimeline
CAMDEN NATIONAL BANK122,398$6M0.9%+51,08913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Retirement Wealth Solutions LLC123,446$5.99M5.07%13F-HRTimeline
Private Advisor Group, LLC119,581$5.87M0.03%+20,74313F-HRTimeline
Seneschal Advisors, LLC119,333$5.85M4.89%13F-HRTimeline
Plum Street Advisors, LLC118,782$5.83M2.88%+2,06013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\117,732$5.77M<0.01%-2,79613F-HR/ATimelineGroup
Chesapeake Wealth Management116,575$5.72M1.96%+4,04813F-HRTimeline
Econ Financial Services Corp116,492$5.71M3.28%new13F-HRTimeline
Auour Investments LLC115,687$5.69M1.99%+5,50113F-HRTimeline
Forum Private Client Group LLC115,433$5.66M2.52%+49,02913F-HRTimeline
Drucker Wealth 3.0, LLC115,350$5.66M1.31%-41,19213F-HR/ATimeline
Prospect Financial Group LLC114,938$5.64M6.94%13F-HRTimeline
Monument Capital Management112,507$5.52M1.52%new13F-HRTimeline
BOKF, NAin group BOKF, NA113,045$5.49M0.09%+12,96913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…111,780$5.48M0.01%-440,99313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…111,709$5.48M0.01%+20,60113F-HRTimelineGroup
FIRST MERCHANTS CORP110,938$5.44M0.21%-10,28013F-HRTimeline
LMG Wealth Partners, LLC110,672$5.43M1.18%-2,95713F-HRTimeline
SAGE RHINO CAPITAL LLC110,622$5.43M1.18%+90613F-HRTimeline
M Holdings Securities, Inc.110,583$5.42M0.87%-4,79913F-HR/ATimeline
Chandler Asset Management, Inc.109,930$5.39M1.03%+10,90013F-HRTimeline
Level Financial Advisors107,358$5.27M1.93%+20,18513F-HRTimeline
D.A. DAVIDSON & CO.106,187$5.21M0.04%-65113F-HRTimeline
Holos Integrated Wealth LLC105,661$5.18M3.54%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC105,131$5.16M0.01%+18,88013F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.104,963$5.15M0.83%+22,49213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC104,801$5.14M0.39%-2,19313F-HRTimelineGroup
Horizons Wealth Management104,091$5.11M3.96%+8,41413F-HRTimeline
Triumph Capital Management103,028$5.05M1.73%+6,32113F-HRTimeline
Kings Path Partners LLC101,119$4.96M2.12%+3,08113F-HRTimeline
Petix & Botte Co99,862$4.9M1.29%-34,57513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC99,135$4.86M0.02%+5,70013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.98,625$4.84M0.14%+5,74513F-HRTimeline
Geneos Wealth Management Inc.97,874$4.8M0.17%-8,93013F-HRTimeline
AdvisorNet Financial, Inc97,668$4.79M0.4%+11,20613F-HRTimeline
Falcon Wealth Planning95,646$4.69M0.52%-330,79413F-HRTimeline
JNBA Financial Advisors95,646$4.69M0.48%+13,92113F-HRTimeline
Ruedi Wealth Management, Inc.92,772$4.55M1.44%+97513F-HRTimeline
Center For Asset Management LLC92,637$4.54M2.94%-2,92413F-HRTimeline
Fort Vancouver Investment Management, L…92,382$4.53M3.85%+1,21813F-HRTimeline
McLean Asset Management Corp91,810$4.5M1.35%-1,27013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC90,837$4.46M0.1%+11,72613F-HRTimelineGroup
Evergreen Private Wealth LLC90,339$4.43M2.08%+1,98813F-HRTimeline
Neumann Capital Management, LLC90,242$4.43M1.47%+6,65513F-HRTimeline
Gotham Asset Management, LLC90,174$4.42M0.04%013F-HRTimeline
Braun-Bostich & Associates Inc.89,693$4.4M3.17%+85713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.88,510$4.34M0.01%+7,02513F-HRTimelineGroup
AlphaStar Capital Management, LLC88,489$4.34M0.45%-1,32713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.88,355$4.33M2.27%+59513F-HRTimeline
OneDigital Investment Advisors LLC87,688$4.3M0.05%-1,46813F-HRTimeline
AE Wealth Management LLC86,969$4.27M0.04%+5,44413F-HRTimeline
CGN Advisors LLC86,189$4.23M0.41%+7,82813F-HRTimeline
Manuka Financial, LLC86,047$4.22M2.85%13F-HRTimeline
Veery Capital, LLC85,949$4.22M1.61%+10,99313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC85,495$4.19M0.35%-5,87513F-HRTimeline
Baron Financial Group, LLC85,335$4.19M2.6%+23,79213F-HRTimeline
MAI Capital Management85,268$4.18M0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.85,261$4.18M0.17%-22,81213F-HRTimeline
Zeit Capital LLC82,893$4.09M3.14%+20,51713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP73,456$4.06M0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …81,572$4M0.11%-2,31013F-HRTimelineGroup
BRIGHTON SECURITIES CORP.81,409$3.99M1.94%13F-HRTimeline
Stone Summit Wealth LLC80,034$3.93M1.32%+31013F-HRTimeline
NYL Investors LLC80,000$3.92M0.35%+50013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd79,493$3.9M0.08%+4,36413F-HRTimelineGroup
Factor Wealth Management LTD78,993$3.87M1.29%13F-HRTimeline
Grey Fox Wealth Advisors, LLC77,750$3.81M1.05%+3,97913F-HRTimeline
ACORN CREEK CAPITAL LLC77,704$3.81M1.96%+6,17013F-HRTimeline
Towerpoint Wealth, LLC76,624$3.76M1.84%-34,59813F-HRTimeline
HT Partners LLC76,171$3.74M1.27%+3,96313F-HRTimeline
Compound Planning, Inc.76,164$3.74M0.19%+9,94713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC74,737$3.67M0.13%+2,11113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC74,688$3.66M<0.01%-21,07413F-HRTimelineGroup
Brucke Financial, Inc.73,720$3.62M3.12%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding73,543$3.61M-60,954Timeline
Beacon Harbor Wealth Advisors, Inc.72,753$3.57M0.83%+4,90113F-HRTimeline
Johnson Financial Group, LLC72,622$3.56M0.42%+58,56713F-HRTimeline
K2 Financial Inc.73,298$3.56M3.54%13F-HRTimeline
Martel Wealth Advisors LLC72,320$3.55M0.69%+66513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding71,782$3.52M-178Timeline
Sterling Financial Planning, Inc.70,472$3.46M1.27%+35,89913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC68,360$3.35M0.07%+5,00013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers68,335$3.35M0.01%+7,17813F-HRTimelineGroup
Atlatl Advisers LLC67,435$3.31M1.94%13F-HRTimeline
Robinswood Financial LLC66,775$3.28M1.24%-1,83613F-HRTimeline
FPC INVESTMENT ADVISORY, INC.66,195$3.25M2.38%+25,54713F-HRTimeline
Sharper & Granite LLC65,398$3.21M1.41%-6,04013F-HRTimeline
Q3 Asset Management65,377$3.21M1.99%new13F-HRTimeline
Strategic Financial Planning, Inc.64,947$3.19M2.17%+1,92113F-HRTimeline
LAM GROUP, INC.64,645$3.17M2.26%+45,43513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP64,219$3.15M<0.01%-140,07813F-HRTimeline
Level Wealth Management LLC64,181$3.15M2.22%13F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…63,758$3.13M0.08%+5,37513F-HRTimelineGroup
Fiduciary Alliance LLC62,435$3.06M0.31%+4,89913F-HRTimeline
Friedenthal Financial62,371$3.06M1.79%+1,49313F-HRTimeline
Perigon Wealth Management, LLC62,293$3.04M0.07%+7,11213F-HRTimeline
Note Advisors, LLC61,266$3.01M2.66%13F-HRTimeline
Red Wave Investments LLC60,828$2.98M1.04%-12,48413F-HRTimeline
Arax Advisory Partners58,846$2.89M0.18%+5,49113F-HRTimeline
Sebold Capital Management, Inc.58,819$2.89M1.93%+5,66413F-HRTimeline
Cambria Investment Management, L.P.58,817$2.88M0.18%-8,35313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.58,588$2.87M0.16%+16,56813F-HR/ATimelineGroup
World Investment Advisors58,256$2.86M0.08%-32013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.57,914$2.84M1.14%-2,99413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources57,529$2.82M<0.01%-19713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding79,218$2.78M+13,169Timeline
Freedom Investment Management, Inc.56,182$2.76M0.23%-19,69513F-HRTimeline
Prostatis Group LLC55,575$2.73M0.79%+38113F-HRTimeline
Independent Advisor Alliance55,469$2.72M0.04%new13F-HRTimeline
Balanced Rock Investment Advisors LLC55,034$2.7M2.14%+3,21313F-HRTimeline
Five Pine Wealth Management54,493$2.67M2.25%13F-HRTimeline
Beacon Pointe Advisors, LLC54,449$2.67M0.03%-17,86913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC54,386$2.67M1.13%+4,79313F-HRTimeline
Integrated Advisors Network LLC54,012$2.65M0.13%+24913F-HRTimeline
WealthCare Investment Partners, LLC53,819$2.64M1.15%+1,70013F-HRTimeline
RiverGlades Family Offices LLC53,840$2.64M1.89%013F-HRTimeline
Emerald Advisors, LLC53,240$2.61M0.36%+3,73613F-HRTimeline
AMG National Trust Bank52,301$2.57M0.07%+5,14113F-HRTimeline
PFG Advisors51,990$2.55M0.16%+8,09913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp51,885$2.54M0.16%+7,00313F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…51,547$2.53M0.25%-3,68613F-HRTimelineGroup
Elmwood Wealth Management, Inc.50,260$2.47M0.99%-1,78513F-HRTimeline
Womack Financial LLC49,882$2.45M2.17%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.49,874$2.45M0.18%+5,62413F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK49,866$2.45M0.08%+62413F-HRTimelineGroup
Manske Wealth Management48,888$2.4M0.95%13F-HRTimeline
Farther Finance Advisors, LLC48,779$2.39M0.09%-16,86313F-HRTimeline
Emergent Wealth Advisors, LLC48,305$2.37M1.72%+1,46613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…47,950$2.35M0.03%+37313F-HRTimelineGroup
BLB&B Advisors, LLC47,626$2.34M0.12%+52813F-HRTimeline
PrairieView Partners, LLC47,331$2.32M0.24%-657,88613F-HRTimeline
Broadview Financial Management, LLC45,352$2.22M1.59%+6,25413F-HRTimeline
Eldridge Investment Advisors, Inc.45,333$2.22M0.52%+1,17613F-HRTimeline
AVALON CAPITAL MANAGEMENT45,182$2.22M0.72%-2,30913F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV44,769$2.2M0.5%-16313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding44,237$2.17M+28,730Timeline
VCI Wealth Management LLC44,090$2.16M0.92%-15,67113F-HR/ATimeline
Hexagon Capital Partners LLC44,016$2.16M0.39%+3,69413F-HRTimeline
10Elms LLP43,516$2.13M2.21%13F-HRTimeline
Pointe Capital Management LLC42,983$2.11M1.21%+1,41913F-HR/ATimeline
Stark Wealth Management LLC42,910$2.1M1.55%13F-HRTimeline
Cannon Advisors, Inc.42,102$2.07M1.75%-22313F-HRTimeline
OLD MISSION CAPITAL LLC41,897$2.06M0.05%-35,32713F-HRTimeline
Burk Holdings LLC41,790$2.05M1.66%13F-HRTimeline
Avant Financial Advisors LLC41,704$2.05M1.88%13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC41,700$2.05M1.13%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/41,348$2.03M<0.01%-2,73113F-HRTimelineGroup
New Century Financial Group, LLC41,133$2.01M0.86%-84513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…40,724$2M0.04%-4,46613F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC40,564$1.99M2.17%13F-HRTimeline
SBI Securities Co., Ltd.40,543$1.99M0.06%13F-HRTimeline
JMG Financial Group, Ltd.40,493$1.99M0.07%-21713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC40,120$1.97M0.37%-11,77113F-HRTimeline
BANK OF HAWAII39,225$1.92M0.11%-17713F-HRTimeline
Wealthspire Retirement, LLC39,179$1.92M0.15%-3,44313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,110$1.92M0.01%-2,45213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC38,935$1.91M0.08%-78013F-HRTimelineGroup
Sowell Financial Services LLC38,323$1.88M0.1%-73,61013F-HRTimeline
Equita Financial Network, Inc.37,810$1.85M0.67%-1,73313F-HRTimeline
Comprehensive Money Management Services…37,581$1.84M1.52%13F-HRTimeline
Charis Legacy Partners, LLC37,198$1.82M3.72%13F-HRTimeline
Signal Advisors Wealth, LLC36,696$1.8M0.2%-2,09713F-HRTimeline
Koshinski Asset Management, Inc.36,298$1.78M0.16%-33313F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV36,072$1.77M0.54%+79113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,497$1.74M0.02%-2,21213F-HRTimelineGroup
Investments & Financial Planning, LLC35,366$1.73M1.07%-3,89413F-HRTimeline
Skyline Advisors, Inc.34,434$1.69M0.66%-11,89413F-HRTimeline
Aveo Capital Partners, LLC34,354$1.69M0.18%-59613F-HRTimeline
Westside Investment Management, Inc.34,283$1.68M0.35%+1,03513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC34,032$1.67M0.11%+1,74313F-HRTimelineGroup
Kingsview Wealth Management, LLC33,857$1.66M0.03%+30113F-HRTimeline
VanderPol Investments L.L.C.33,729$1.65M3.62%+52813F-HRTimeline
Wealthspire Advisors, LLC33,689$1.65M0.02%-3,94413F-HRTimeline
WMG Financial Advisors, LLC33,094$1.62M0.7%+64213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,040$1.62M0.01%+3,54813F-HRTimelineGroup
JFG Wealth Management, LLC33,025$1.62M0.37%+24,76313F-HRTimeline
WEALTH ALLIANCE, LLC32,893$1.61M0.19%+1,99213F-HRTimeline
US FINANCIAL ADVISORS, LLC32,728$1.61M0.49%+62713F-HRTimeline
Global Financial Private Client, LLC32,697$1.6M0.6%+3,54013F-HRTimeline
CWM, LLCin group CWM, LLC32,579$1.6M0.01%-9,46413F-HRTimelineGroup
Running Point Capital Advisors, LLC32,418$1.59M0.54%-6,75813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC32,403$1.59M0.14%-2,47213F-HRTimeline
Wealthfront Advisers LLC32,245$1.58M<0.01%+2,42413F-HR/ATimeline
Dynamic Wealth Strategies, LLC31,839$1.56M1.39%+56013F-HRTimeline
REAP Financial Group, LLC31,472$1.54M0.38%+1,32213F-HRTimeline
Bragg Financial Advisors, Inc31,301$1.54M0.06%-60613F-HRTimeline
North Star Investment Management Corp.31,105$1.53M0.11%+77413F-HRTimeline
SageView Advisory Group, LLC30,813$1.51M0.07%-2,09213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC30,421$1.49M0.83%+6,75313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC30,354$1.49M0.37%+22213F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC30,083$1.48M0.41%+34413F-HRTimeline