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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

984 managers (994 13F filers) reported a position in BNDX shares at 2025-09-30, 795,615,398 shares in all. 80 filers opened a position and 68 filers sold out during the quarter.

Managers
984
13F filers
994
New
80
Added
526
Reduced
279
Sold out
68
Shares held by filers
795,615,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC160,864$7.96M0.13%+45,37813F-HRTimelineGroup
SEEDS INVESTOR LLC160,619$7.94M1.68%+8,08713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding157,696$7.83M-26,558Timeline
Security Financial Services, INC.157,764$7.8M1.26%-17,86013F-HRTimeline
Johnson & White Wealth Management, LLC157,548$7.79M3.57%-5,17713F-HRTimeline
Econ Financial Services Corp157,354$7.78M3.88%+5,59713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC157,046$7.77M<0.01%-150,41613F-HRTimelineGroup
Level Financial Advisors156,812$7.76M2.19%+14,48013F-HRTimeline
Gould Capital, LLC156,422$7.74M4.79%+1,97513F-HRTimeline
Bear Mountain Capital, Inc.155,029$7.73M2.59%+14,00713F-HRTimeline
First Heartland Consultants, Inc.153,394$7.59M0.61%+5,91613F-HRTimeline
rebel Financial LLC0$7.58M3.3%-147,75613F-HRTimelineAmount filed as zero, left out of ratios.
Hilltop Holdings Inc.in group Hilltop Holdings Inc.152,169$7.53M0.4%+29,00713F-HRTimelineGroup
OLD MISSION CAPITAL LLC151,705$7.5M0.27%new13F-HRTimeline
CFS Investment Advisory Services, LLC150,395$7.49M0.56%-16,12413F-HRTimeline
Smartleaf Asset Management LLC151,397$7.49M0.46%+5,75613F-HRTimeline
NorthRock Partners, LLC150,829$7.46M0.13%new13F-HRTimeline
Modera Wealth Management, LLC146,151$7.23M0.08%-1,63713F-HRTimeline
Center For Asset Management LLC145,006$7.17M3.83%+53,27213F-HRTimeline
Frisco Financial Planning LLC144,990$7.17M6.12%new13F-HRTimeline
Physician Wealth Solutions Inc.142,677$7.06M3.08%+1,93513F-HRTimeline
AMG National Trust Bank140,804$6.96M0.17%+28,54013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…139,138$6.88M0.09%-2,64613F-HRTimelineGroup
Strategic Blueprint, LLC138,633$6.86M0.3%+16,12813F-HRTimeline
Omega Financial Group, LLC137,875$6.82M2.29%-52813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …135,741$6.71M0.88%+13,86913F-HRTimeline
Elevated Capital Advisors, LLC135,558$6.7M1.67%-11,92013F-HRTimeline
City State Bank132,677$6.56M1.9%-7,17513F-HRTimeline
Valpey Financial Services, LLC131,887$6.52M4.27%+6,68313F-HRTimeline
Arax Advisory Partners131,266$6.49M0.09%+19,87713F-HRTimeline
AllSquare Wealth Management LLC130,953$6.48M3.42%-4,75513F-HRTimeline
MGO ONE SEVEN LLC129,297$6.4M0.15%+105,61613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.126,519$6.26M0.92%+47513F-HR/ATimeline
Chesapeake Wealth Management126,047$6.23M1.9%+6,95413F-HRTimeline
Plum Street Advisors, LLC125,461$6.21M2.4%+4,56713F-HRTimeline
Retirement Wealth Solutions LLC124,546$6.16M4.05%+64413F-HRTimeline
Upper Left Wealth Management, LLC122,714$6.07M3.81%+4,13613F-HRTimeline
Seneschal Advisors, LLC122,627$6.07M4.4%+1,19113F-HRTimeline
Prospect Financial Group LLC122,523$6.06M5.92%+1,48813F-HRTimeline
Scissortail Wealth Management, LLC120,690$5.97M1.3%new13F-HRTimeline
Manuka Financial, LLC120,545$5.95M3.7%+28,92313F-HRTimeline
Financiere des Professionnels - Fonds d…120,000$5.94M0.34%-388,00013F-HRTimeline
Opes Wealth Management LLC119,746$5.92M1.04%+115,33513F-HRTimeline
ACORN CREEK CAPITAL LLC118,598$5.87M2.21%+8,30213F-HRTimeline
BRIGHTON SECURITIES CORP.116,316$5.75M3%+15,60513F-HR/ATimeline
SAGE RHINO CAPITAL LLC115,766$5.73M1.11%+3,09313F-HRTimeline
CGN Advisors LLC114,998$5.69M0.47%+19,63513F-HRTimeline
Chandler Asset Management, Inc.114,940$5.68M0.93%+5,48013F-HRTimeline
Auour Investments LLC114,368$5.66M1.84%-76113F-HRTimeline
B. Riley Wealth Advisors, Inc.114,271$5.65M0.27%+3,22013F-HRTimeline
Triumph Capital Management113,769$5.63M1.52%+3,87213F-HR/ATimeline
World Investment Advisors113,710$5.62M0.12%+20,44313F-HRTimeline
Midwest Capital Advisors, LLC113,050$5.59M2.7%+7,93913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.112,127$5.55M3.33%+5,12513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\112,117$5.55M<0.01%-31,91213F-HRTimelineGroup
D.A. DAVIDSON & CO.111,598$5.52M0.04%+83213F-HRTimeline
Brooklyn Investment Group111,270$5.5M0.74%-3,31613F-HR/ATimeline
Horizons Wealth Management110,370$5.46M3.75%+64413F-HRTimeline
Csenge Advisory Group108,464$5.36M0.26%-16,46513F-HRTimeline
ONE Advisory Partners, LLC107,242$5.33M1.63%+10,93813F-HRTimeline
VestGen Advisors, LLC106,076$5.25M0.17%+3,61813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.105,185$5.2M0.01%+63313F-HRTimelineGroup
BEACON FINANCIAL GROUP104,248$5.16M0.51%+9,42913F-HRTimeline
Fort Vancouver Investment Management, L…103,217$5.11M2.83%+5,58213F-HRTimeline
TSA Wealth Managment LLC102,835$5.09M1.73%+8,21213F-HRTimeline
Braun-Bostich & Associates Inc.102,740$5.08M3.2%+3,68813F-HRTimeline
Level Wealth Management LLC102,030$5.05M2.66%+8,52113F-HRTimeline
Financial Engines Advisors L.L.C.101,031$5M0.01%+15,43113F-HRTimeline
Tandem Financial, LLC100,946$4.99M1.86%new13F-HRTimeline
Evergreen Private Wealth LLC98,385$4.87M1.97%-68313F-HRTimeline
United Financial Planning Group LLC98,253$4.86M3.06%13F-HRTimeline
Baron Financial Group, LLC98,055$4.85M2.66%+1,40013F-HRTimeline
Factor Wealth Management LTD97,990$4.85M1.21%+7,41613F-HRTimeline
Veery Capital, LLC96,497$4.77M1.51%+5,84813F-HRTimeline
BCGM Wealth Management, LLC96,048$4.75M1.24%+4,36213F-HRTimeline
Private Advisor Group, LLC94,377$4.67M0.02%+12,90913F-HRTimeline
Ruedi Wealth Management, Inc.92,912$4.6M1.29%-70513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…115,114$4.58M0.12%+21,09613F-HRTimelineGroup
Neumann Capital Management, LLC92,048$4.55M1.33%-1,41413F-HRTimeline
Gotham Asset Management, LLC90,998$4.5M0.02%+82413F-HRTimeline
W.H. Cornerstone Investments Inc.90,176$4.46M2.72%-14,70613F-HRTimeline
Geneos Wealth Management Inc.90,155$4.46M0.11%-92,01313F-HRTimeline
K2 Financial Inc.89,281$4.43M3.56%+8,79613F-HRTimeline
SCOTIA CAPITAL INC.89,412$4.42M0.02%-20,99413F-HRTimeline
Grey Fox Wealth Advisors, LLC88,380$4.37M0.89%+1,39113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC88,344$4.37M0.29%+1,53613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC88,255$4.37M0.09%+32913F-HRTimelineGroup
LMG Wealth Partners, LLC87,788$4.34M0.81%-1,20113F-HRTimeline
AdvisorNet Financial, Inc87,540$4.33M0.25%-87013F-HRTimeline
Five Pine Wealth Management87,448$4.33M2.92%+28,26013F-HRTimeline
Scarborough Advisors, LLC87,414$4.32M0.76%-1,20713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC87,294$4.32M<0.01%new13F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC87,178$4.31M0.14%+6,10913F-HRTimeline
BUSH INVESTMENT GROUP, LLC87,161$4.31M2.55%+3,91613F-HRTimeline
Note Advisors, LLC86,976$4.3M2.56%+13,46913F-HRTimeline
Brucke Financial, Inc.86,159$4.3M2.51%+10,80213F-HRTimeline
Integrated Advisors Network LLC86,186$4.26M0.18%+11,94213F-HRTimeline
Wealthfront Advisers LLC86,127$4.26M0.01%-4,12613F-HRTimeline
Zeit Capital LLC85,044$4.21M2.86%-11513F-HRTimeline
NYL Investors LLC84,792$4.19M1.38%+70113F-HRTimeline
Petix & Botte Co83,912$4.15M0.96%-1,93013F-HRTimeline
Friedenthal Financial83,752$4.14M2.14%+6,76813F-HRTimeline
Merit Financial Group, LLC82,714$4.09M0.04%-4,46513F-HR/ATimeline
SIMON QUICK ADVISORS, LLC82,445$4.08M0.18%+2,65413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers80,317$3.97M0.01%+4,46713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC80,273$3.97M0.12%+23,65013F-HRTimelineGroup
McNaughton Wealth Management, LLC78,196$3.87M1.63%+11,58413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP77,805$3.85M<0.01%+7,49213F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.76,986$3.81M0.89%+7,14713F-HRTimeline
HT Partners LLC76,918$3.8M1.16%+2,83813F-HRTimeline
Atlatl Advisers LLC76,001$3.76M1.49%+8,43313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.75,059$3.71M2.01%-11,26713F-HRTimeline
PFG Advisors74,777$3.7M0.15%+1,89213F-HRTimeline
LANARK FINANCIAL, INC.74,340$3.68M0.28%+6,33213F-HRTimeline
Martel Wealth Advisors LLC74,083$3.66M0.64%-37313F-HRTimeline
Emergent Wealth Advisors, LLC72,098$3.58M2.08%+6,33813F-HRTimeline
AlphaStar Capital Management, LLC72,315$3.58M0.31%-56113F-HRTimeline
Sharper & Granite LLC72,025$3.56M1.28%+57013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding70,643$3.49M-3,224Timeline
SWP FINANCIAL LLC69,877$3.46M1.76%+4,27313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC68,208$3.37M1.07%+6,41913F-HRTimeline
WealthCare Investment Partners, LLC68,161$3.37M1.09%+5,01913F-HRTimeline
Avant Financial Advisors LLC66,960$3.31M2.49%+8,39713F-HRTimeline
HM PAYSON & CO66,641$3.3M0.05%+45,16413F-HRTimeline
Strategic Financial Planning, Inc.66,088$3.27M1.89%-46913F-HRTimeline
WealthShield Partners, LLC65,720$3.25M0.37%+8,77113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.65,351$3.23M0.68%+4,12213F-HRTimeline
XY Planning Network, Inc.64,364$3.19M1.08%013F-HRTimeline
RiverGlades Family Offices LLC63,165$3.12M1.91%+2,34513F-HRTimeline
Robinswood Financial LLC63,054$3.12M1.04%+15613F-HRTimeline
Hexagon Capital Partners LLC62,659$3.1M0.62%+3,78713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.61,650$3.05M0.2%+5,64313F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC60,689$3M0.54%+15,27613F-HRTimeline
FIRST HORIZON CORP59,901$2.96M0.14%13F-HRTimeline
Elmwood Wealth Management, Inc.59,732$2.95M1.05%+5,41013F-HRTimeline
West Wealth Group, LLC58,919$2.93M0.66%+6,00013F-HRTimeline
SBI Securities Co., Ltd.58,612$2.9M0.07%+9,84713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC58,471$2.89M1.04%+49713F-HR/ATimeline
VCI Wealth Management LLC57,726$2.86M0.87%+3,58513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …56,568$2.8M0.35%+4,23713F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp55,682$2.75M0.15%+6,34713F-HRTimelineGroup
Cambria Investment Management, L.P.55,339$2.73M0.17%013F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.53,665$2.65M0.12%+2,56513F-HRTimelineGroup
Integrated Wealth Concepts LLC53,592$2.65M0.02%+72013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.53,003$2.62M0.86%-22813F-HRTimeline
Womack Financial LLC52,975$2.62M1.99%+2,22713F-HRTimeline
EHRLICH FINANCIAL GROUP52,754$2.61M1.55%+2,63013F-HRTimeline
BLB&B Advisors, LLC52,725$2.61M0.11%+52413F-HRTimeline
Red Wave Investments LLC52,571$2.6M0.8%-17213F-HRTimeline
MAI Capital Management51,013$2.52M0.02%-13,58213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…49,674$2.46M0.05%-1,58113F-HRTimelineGroup
CHOREO, LLC49,217$2.43M0.03%-66913F-HRTimeline
BANK OF HAWAII49,014$2.42M0.12%+1,36913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC48,421$2.39M0.33%+3,57213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…47,861$2.37M0.05%+5,34113F-HRTimelineGroup
Burk Holdings LLC47,530$2.35M1.26%+2,33713F-HRTimeline
Balanced Rock Investment Advisors LLC47,443$2.35M1.72%+4,72313F-HRTimeline
Manske Wealth Management47,363$2.34M0.72%+2,35813F-HRTimeline
Pettinga Financial Advisors LLC47,341$2.34M0.46%+9,09413F-HRTimeline
Sovran Advisors, LLC46,980$2.34M0.21%+1,30713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.47,264$2.34M0.02%-24413F-HRTimelineGroup
Sterling Financial Planning, Inc.47,212$2.34M0.74%+2,98413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC46,760$2.31M0.97%+1,63313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC46,375$2.29M1.32%+75213F-HRTimeline
Gladwyn Financial Advisors, Inc.46,025$2.28M1.63%+2,18113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC45,732$2.26M2.09%+21113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,629$2.26M<0.01%-1,69513F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV45,191$2.23M0.42%-14613F-HRTimeline
Comprehensive Money Management Services…44,175$2.18M1.55%+6,12113F-HRTimeline
Cannon Advisors, Inc.43,823$2.18M1.47%-1,98713F-HRTimeline
Savvy Advisors, Inc.43,782$2.17M0.1%+25,14213F-HRTimeline
10Elms LLP43,672$2.16M1.94%-1,92013F-HRTimeline
United Advisor Group, LLC43,368$2.14M0.29%+4,43213F-HRTimeline
Claro Advisors Inc.42,679$2.11M0.31%+8,12913F-HRTimeline
Trek Financial, LLC42,653$2.11M0.13%-479,79513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC42,336$2.1M0.08%+30,10713F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK42,078$2.08M0.27%+2,69913F-HRTimelineGroup
Engineers Gate Manager LP40,834$2.02M0.02%+6,33213F-HRTimeline
Ryan Investment Management, Inc.40,162$1.99M1.1%-32213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC40,153$1.99M0.11%+3,41013F-HRTimelineGroup
Sowell Financial Services LLC40,109$1.98M0.08%+1,17013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP39,232$1.94M0.01%+1,83913F-HR/ATimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV38,713$1.91M0.53%+1,98713F-HRTimeline
Invst, LLC38,295$1.89M0.22%+9,90613F-HRTimeline
Falcon Wealth Planning38,074$1.88M0.17%+41513F-HRTimeline
Kingsview Wealth Management, LLC37,985$1.88M0.03%-15,15413F-HRTimeline
Dynamic Advisor Solutions LLC37,854$1.87M0.05%-197,43213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC37,804$1.87M0.8%+5,20413F-HRTimeline
JMG Financial Group, Ltd.37,553$1.86M0.05%+95413F-HRTimeline
Charis Legacy Partners, LLC37,179$1.84M2.74%+4,90913F-HRTimeline
Prostatis Group LLC37,171$1.84M0.46%-76113F-HRTimeline
Fisher Asset Management, LLC36,964$1.83M<0.01%+27,90913F-HRTimeline
Running Point Capital Advisors, LLC36,566$1.81M0.48%+7913F-HRTimeline
Crabel Capital Management, LLC36,067$1.78M1.6%-17,07113F-HRTimeline
Greenspring Advisors, LLC36,008$1.78M0.31%13F-HRTimeline
JFG Wealth Management, LLC35,878$1.77M0.35%+8,20713F-HRTimeline
WMG Financial Advisors, LLC35,784$1.77M0.59%-58113F-HRTimeline
Skyline Advisors, Inc.35,701$1.77M0.61%+2,48313F-HRTimeline
Edgestream Partners, L.P.35,440$1.75M0.05%new13F-HRTimeline
Towerpoint Wealth, LLC35,208$1.74M0.71%+54713F-HRTimeline