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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

925 managers (934 13F filers) reported a position in BNDX shares at 2025-03-31, 731,412,870 shares in all. 94 filers opened a position and 86 filers sold out during the quarter.

Managers
925
13F filers
934
New
94
Added
418
Reduced
333
Sold out
86
Shares held by filers
731,412,870

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NWAM LLC124,232$6.07M0.52%-114,24413F-HRTimeline
Csenge Advisory Group121,958$6.01M0.34%-85713F-HRTimeline
Rehmann Capital Advisory Group122,607$5.99M0.38%-8,26813F-HRTimeline
Prospect Financial Group LLC121,395$5.93M7.56%+6,45713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.119,740$5.86M1.01%+14,77713F-HR/ATimeline
Seneschal Advisors, LLC119,671$5.84M5.02%+33813F-HRTimeline
Plum Street Advisors, LLC119,596$5.84M2.81%+81413F-HRTimeline
McLean Asset Management Corp118,886$5.82M1.92%+27,07613F-HRTimeline
Chesapeake Wealth Management119,071$5.81M2.07%+2,49613F-HRTimeline
Upper Left Wealth Management, LLC118,442$5.78M4.15%+107,08213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\117,732$5.75M<0.01%013F-HRTimelineGroup
Level Financial Advisors117,699$5.75M1.95%+10,34113F-HRTimeline
Auour Investments LLC115,490$5.72M2.07%-19713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…116,312$5.68M0.01%+4,60313F-HRTimelineGroup
M Holdings Securities, Inc.114,285$5.58M0.93%+3,70213F-HRTimeline
SCOTIA CAPITAL INC.112,354$5.49M0.03%-10,12013F-HRTimeline
VestGen Advisors, LLC112,107$5.47M0.25%13F-HRTimeline
Chandler Asset Management, Inc.109,930$5.37M1.01%013F-HRTimeline
SAGE RHINO CAPITAL LLC109,816$5.36M1.24%-80613F-HRTimeline
AMG National Trust Bank109,454$5.34M0.15%+57,15313F-HRTimeline
Horizons Wealth Management108,104$5.28M3.99%+4,01313F-HRTimeline
D.A. DAVIDSON & CO.107,680$5.26M0.04%+1,49313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC107,758$5.26M<0.01%+33,07013F-HRTimelineGroup
Triumph Capital Management106,396$5.19M1.73%+3,36813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …103,868$5.07M0.73%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.102,443$5M0.14%+3,81813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC102,292$4.99M0.01%-2,83913F-HRTimelineGroup
BOKF, NAin group BOKF, NA101,801$4.97M0.09%-11,24413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…101,380$4.95M0.01%-10,40013F-HRTimelineGroup
Trek Financial, LLC99,635$4.86M0.35%-86,43013F-HRTimeline
Fort Vancouver Investment Management, L…99,109$4.84M3.71%+6,72713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC98,248$4.8M0.21%-6,55313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding96,618$4.72M+23,075Timeline
ACORN CREEK CAPITAL LLC95,207$4.65M2.32%+17,50313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC94,525$4.64M0.1%+3,68813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC94,931$4.63M0.05%-27,81913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.94,864$4.63M0.01%+6,35413F-HRTimelineGroup
Baron Financial Group, LLC94,335$4.61M2.9%+9,00013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC94,045$4.59M0.02%-5,09013F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.92,785$4.57M3.14%+26,59013F-HRTimeline
Evergreen Private Wealth LLC92,897$4.54M2.12%+2,55813F-HRTimeline
Private Advisor Group, LLC92,449$4.51M0.03%-27,13213F-HRTimeline
Invst, LLC92,418$4.51M0.62%-382,02313F-HRTimeline
Neumann Capital Management, LLC92,401$4.51M1.56%+2,15913F-HRTimeline
OLD MISSION CAPITAL LLC92,004$4.49M0.09%+50,10713F-HRTimeline
Braun-Bostich & Associates Inc.90,951$4.44M3.29%+1,25813F-HRTimeline
J.W. COLE ADVISORS, INC.90,874$4.44M0.14%+5,61313F-HRTimeline
Gotham Asset Management, LLC90,174$4.4M0.04%013F-HRTimeline
BRIGHTON SECURITIES CORP.89,964$4.39M2.14%+8,55513F-HRTimeline
Drucker Wealth 3.0, LLC89,643$4.38M0.96%-25,70713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.89,437$4.37M2.31%+1,08213F-HRTimeline
Aspen Wealth Management LLC89,387$4.36M1.23%-49,06813F-HRTimeline
CGN Advisors LLC89,041$4.35M0.43%+2,85213F-HRTimeline
Petix & Botte Co88,858$4.34M1.14%-11,00413F-HRTimeline
LMG Wealth Partners, LLC88,182$4.31M0.96%-22,49013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC87,926$4.29M0.1%+19,56613F-HRTimelineGroup
Veery Capital, LLC87,309$4.26M1.66%+1,36013F-HRTimeline
OneDigital Investment Advisors LLC86,978$4.25M0.05%-71013F-HRTimeline
Ruedi Wealth Management, Inc.86,705$4.23M1.32%-6,06713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC86,083$4.2M0.35%+58813F-HRTimeline
Manuka Financial, LLC85,220$4.16M2.7%-82713F-HRTimeline
Zeit Capital LLC84,423$4.12M3.17%+1,53013F-HRTimeline
NYL Investors LLC82,900$4.05M0.26%+2,90013F-HRTimeline
AE Wealth Management LLC82,847$4.04M0.03%-4,12213F-HRTimeline
Financial Engines Advisors L.L.C.82,409$4.02M0.01%+77,49913F-HRTimeline
AdvisorNet Financial, Inc82,383$4.02M0.3%-15,28513F-HRTimeline
Factor Wealth Management LTD81,986$4M1.23%+2,99313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …81,955$4M0.11%+38313F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC81,768$3.99M1.06%+4,01813F-HRTimeline
Level Wealth Management LLC81,608$3.98M2.61%+17,42713F-HRTimeline
JNBA Financial Advisors81,522$3.98M0.41%-14,12413F-HRTimeline
World Investment Advisors81,147$3.96M0.1%+22,89113F-HRTimeline
PFG Advisors80,216$3.92M0.22%+28,22613F-HRTimeline
Stone Summit Wealth LLC79,635$3.89M1.32%-39913F-HRTimeline
AlphaStar Capital Management, LLC78,415$3.83M0.39%-10,07413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC77,420$3.78M0.14%+2,68313F-HRTimeline
K2 Financial Inc.76,787$3.78M3.71%+3,48913F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.76,485$3.73M0.87%+3,73213F-HRTimeline
HT Partners LLC75,822$3.7M1.27%-34913F-HRTimeline
Martel Wealth Advisors LLC75,636$3.69M0.74%+3,31613F-HRTimeline
Compound Planning, Inc.75,007$3.66M0.17%-1,15713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/74,692$3.65M<0.01%+33,34413F-HRTimelineGroup
Brucke Financial, Inc.73,002$3.62M3.14%-71813F-HRTimeline
Kings Path Partners LLC72,127$3.52M1.72%-28,99213F-HRTimeline
MAI Capital Management71,527$3.49M0.03%-13,74113F-HRTimeline
Friedenthal Financial71,142$3.47M2.07%+8,77113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding70,372$3.44M-1,410Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers69,739$3.4M0.01%+1,40413F-HRTimelineGroup
Sharper & Granite LLC69,395$3.39M1.4%+3,99713F-HRTimeline
Atlatl Advisers LLC67,874$3.31M2.15%+43913F-HRTimeline
Note Advisors, LLC67,814$3.31M2.73%+6,54813F-HRTimeline
Robinswood Financial LLC66,020$3.22M1.19%-75513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…88,486$3.22M0.1%+9,26813F-HRTimelineGroup
Strategic Financial Planning, Inc.64,291$3.14M2.16%-65613F-HRTimeline
Emergent Wealth Advisors, LLC63,929$3.12M2.26%+15,62413F-HRTimeline
Crabel Capital Management, LLC63,922$3.12M3.37%+55,08813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP63,916$3.12M<0.01%-30313F-HRTimeline
Perigon Wealth Management, LLC63,909$3.12M0.08%+1,61613F-HRTimeline
Arax Advisory Partners63,849$3.12M0.2%+5,00313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV62,426$3.05M0.98%new13F-HRTimeline
Merit Financial Group, LLC61,121$2.98M0.04%+51,92313F-HRTimeline
WealthCare Investment Partners, LLC60,623$2.98M1.26%+6,80413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…60,661$2.96M0.08%-3,09713F-HRTimelineGroup
Proquility Private Wealth Partners, LLC60,264$2.94M0.91%+52,16513F-HRTimeline
Kingsview Wealth Management, LLC59,665$2.91M0.05%+25,80813F-HRTimeline
Freedom Investment Management, Inc.59,082$2.88M0.24%+2,90013F-HRTimeline
GWN SECURITIES INC.58,402$2.85M0.16%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.58,401$2.85M0.16%-18713F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources57,552$2.81M<0.01%+2313F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.57,518$2.81M1.1%-39613F-HRTimeline
Hexagon Capital Partners LLC57,267$2.8M0.53%+13,25113F-HRTimeline
Prostatis Group LLC57,048$2.79M0.88%+1,47313F-HRTimeline
Red Wave Investments LLC55,396$2.7M0.97%-5,43213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC55,097$2.69M1.16%+71113F-HRTimeline
Balanced Rock Investment Advisors LLC54,911$2.68M2.14%-12313F-HRTimeline
Five Pine Wealth Management54,252$2.65M2.16%-24113F-HRTimeline
Avant Financial Advisors LLC54,052$2.64M2.39%+12,34813F-HRTimeline
RiverGlades Family Offices LLC54,015$2.64M1.9%+17513F-HRTimeline
Integrated Advisors Network LLC53,772$2.63M0.13%-24013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.53,570$2.62M0.2%+3,69613F-HRTimelineGroup
Elmwood Wealth Management, Inc.53,495$2.61M1.07%+3,23513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC51,922$2.56M0.22%+19,51913F-HRTimeline
CW Advisors, LLC52,159$2.55M0.03%+32,14813F-HRTimeline
HRT FINANCIAL LP51,959$2.54M0.02%new13F-HRTimeline
Cambria Investment Management, L.P.50,309$2.45M0.17%-8,50813F-HRTimeline
LaSalle St. Investment Advisors, LLC50,029$2.44M0.58%+48,01913F-HRTimeline
Womack Financial LLC49,815$2.43M2.23%-6713F-HR/ATimeline
Sebold Capital Management, Inc.48,573$2.37M1.56%-10,24613F-HRTimeline
VCI Wealth Management LLC47,810$2.33M0.98%+3,72013F-HRTimeline
BLB&B Advisors, LLC47,225$2.31M0.12%-40113F-HRTimeline
Manske Wealth Management46,802$2.28M0.86%-2,08613F-HRTimeline
SBI Securities Co., Ltd.46,504$2.27M0.08%+5,96113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC46,242$2.26M2.38%+5,67813F-HRTimeline
10Elms LLP45,876$2.24M2.25%+2,36013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp45,811$2.24M0.15%-6,07413F-HRTimelineGroup
Pointe Capital Management LLC45,698$2.23M1.31%+2,71513F-HRTimeline
Eldridge Investment Advisors, Inc.45,516$2.22M0.51%+18313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,384$2.22M0.02%+9,88713F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV45,159$2.2M0.49%+39013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC44,156$2.16M1.14%+2,45613F-HRTimeline
Cannon Advisors, Inc.43,948$2.15M1.98%+1,84613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC43,885$2.14M0.42%+3,76513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC43,810$2.14M0.08%+4,87513F-HRTimelineGroup
Wealthfront Advisers LLC43,324$2.12M0.01%+11,07913F-HRTimeline
Towerpoint Wealth, LLC42,968$2.1M1.04%-33,65613F-HRTimeline
Sterling Financial Planning, Inc.42,919$2.1M0.76%-27,55313F-HRTimeline
AlphaCore Capital LLC42,812$2.09M0.18%new13F-HRTimeline
Burk Holdings LLC42,053$2.05M1.55%+26313F-HRTimeline
PrairieView Partners, LLC41,810$2.04M0.21%-5,52113F-HRTimeline
JMG Financial Group, Ltd.41,108$2.01M0.07%+61513F-HRTimeline
TWO SIGMA SECURITIES, LLC40,394$1.97M0.3%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK39,861$1.95M0.28%-10,00513F-HR/ATimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…39,827$1.94M0.19%-11,72013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,680$1.94M0.04%-1,04413F-HRTimelineGroup
Sowell Financial Services LLC39,190$1.91M0.09%+86713F-HRTimeline
Comprehensive Money Management Services…38,491$1.88M1.52%+91013F-HRTimeline
Falcon Wealth Planning38,466$1.88M0.21%-57,18013F-HRTimeline
New Century Financial Group, LLC37,900$1.85M2.14%-3,23313F-HRTimeline
WMG Financial Advisors, LLC37,106$1.81M0.77%+4,01213F-HRTimeline
Signal Advisors Wealth, LLC37,081$1.81M0.18%+38513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP36,717$1.79M0.01%+10,29313F-HRTimelineGroup
Koshinski Asset Management, Inc.36,513$1.78M0.15%+21513F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV36,445$1.78M0.56%+37313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC35,884$1.75M0.11%+1,85213F-HRTimelineGroup
VanderPol Investments L.L.C.35,742$1.74M3.69%+2,01313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding35,670$1.74M-8,567Timeline
Sovran Advisors, LLC34,545$1.7M0.22%+5,72513F-HRTimeline
SAX WEALTH ADVISORS, LLC34,590$1.69M0.12%new13F-HRTimeline
Emerald Advisors, LLC34,506$1.68M0.22%-18,73413F-HRTimeline
Equita Financial Network, Inc.34,106$1.67M0.58%-3,70413F-HRTimeline
Running Point Capital Advisors, LLC34,007$1.66M0.53%+1,58913F-HRTimeline
Skyline Advisors, Inc.33,678$1.64M0.65%-75613F-HRTimeline
Johnson Financial Group, LLC33,587$1.64M0.17%-39,03513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …33,555$1.64M<0.01%-139,14513F-HRTimelineGroup
VestGen Investment Management33,172$1.62M1.22%-91,12513F-HRTimeline
REAP Financial Group, LLC33,072$1.61M0.4%+1,60013F-HRTimeline
Global Financial Private Client, LLC32,871$1.6M0.61%+17413F-HRTimeline
US FINANCIAL ADVISORS, LLC32,612$1.59M0.47%-11613F-HRTimeline
Westside Investment Management, Inc.32,066$1.57M0.33%-2,21713F-HRTimeline
North Star Investment Management Corp.31,922$1.56M0.11%+81713F-HRTimeline
Dynamic Wealth Strategies, LLC31,858$1.56M1.29%+1913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC31,764$1.55M0.9%+1,34313F-HRTimeline
Investments & Financial Planning, LLC31,638$1.54M1%-3,72813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,591$1.54M0.02%-16,35913F-HRTimelineGroup
Edgestream Partners, L.P.31,486$1.54M0.05%new13F-HRTimeline
Charis Legacy Partners, LLC31,444$1.54M2.91%-5,75413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO31,239$1.53M0.03%-144,31313F-HRTimeline
Parkworth Wealth Management, Inc.30,780$1.5M1.2%+1,63913F-HRTimeline
Bragg Financial Advisors, Inc30,732$1.5M0.06%-56913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC30,591$1.49M0.38%+23713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,369$1.48M<0.01%+8,75713F-HRTimelineGroup
Sage Financial Management Group, Inc.30,363$1.48M0.54%+2,52213F-HRTimeline
Security Financial Services, INC.30,193$1.47M0.29%+4,89913F-HRTimeline
BANK OF HAWAII30,105$1.47M0.08%-9,12013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC30,100$1.47M0.41%+1713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS29,922$1.46M<0.01%-9,18813F-HRTimeline
Wealthspire Advisors, LLC29,903$1.46M0.01%-3,78613F-HRTimeline
JFG Wealth Management, LLC29,834$1.46M0.33%-3,19113F-HRTimeline
Marks Group Wealth Management, Inc29,627$1.45M0.14%new13F-HRTimeline
Benchmark Wealth Management, LLC29,579$1.44M0.7%+13,46413F-HRTimeline