Skip to content
Disclosery

BNDX VANGUARD CHARLOTTE FDS

Follow

SHS (fund)

1,074 managers (1,088 13F filers) reported a position in BNDX shares at 2025-12-31, 857,578,188 shares in all. 109 filers opened a position and 80 filers sold out during the quarter.

Managers
1,074
13F filers
1,088
New
109
Added
559
Reduced
247
Sold out
80
Shares held by filers
857,578,188

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
rebel Financial LLC175,141$8.46M3.62%+175,14113F-HRTimeline
Forum Private Client Group LLC174,578$8.44M2.87%+37813F-HRTimeline
Sigma Planning Corp174,392$8.41M0.23%+9,76013F-HRTimeline
Financial Planning Navigators CORP172,974$8.36M3.84%13F-HRTimeline
CAMDEN NATIONAL BANK171,509$8.29M1.14%+4,49513F-HRTimeline
LINCOLN CAPITAL CORP170,448$8.24M2.93%new13F-HRTimeline
ABLE Financial Group, LLC169,951$8.21M1.67%-15,79113F-HRTimeline
Capital Investment Management, Inc.169,016$8.17M2.86%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…168,330$8.13M0.1%+29,19213F-HRTimelineGroup
Security Financial Services, INC.164,195$7.93M1.25%+6,43113F-HRTimeline
First Heartland Consultants, Inc.164,074$7.93M0.6%+10,68013F-HRTimeline
Johnson & White Wealth Management, LLC164,039$7.93M3.45%+6,49113F-HRTimeline
GuidedMoney, LLC162,796$7.87M4.2%13F-HRTimeline
GTS SECURITIES LLC162,194$7.84M0.27%new13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …156,974$7.58M0.99%+21,23313F-HRTimeline
RFG Advisory, LLC155,126$7.5M0.14%-28,63013F-HRTimeline
Gould Capital, LLC154,877$7.48M4.61%-1,54513F-HRTimeline
Modera Wealth Management, LLC154,072$7.44M0.09%+7,92113F-HRTimeline
Physician Wealth Solutions Inc.152,450$7.37M3.12%+9,77313F-HRTimeline
Smartleaf Asset Management LLC151,701$7.34M0.28%+30413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.151,880$7.34M1.06%+25,36113F-HRTimeline
Sensenig Capital Advisors, Inc151,726$7.33M7.45%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.151,566$7.32M0.44%-60313F-HRTimelineGroup
Bear Mountain Capital, Inc.150,520$7.31M2.36%-4,50913F-HRTimeline
Center For Asset Management LLC149,723$7.23M3.78%+4,71713F-HRTimeline
Frisco Financial Planning LLC148,880$7.19M6.01%+3,89013F-HRTimeline
Paladin Partners, LLC146,282$7.07M5.27%13F-HRTimeline
BDFS Capital LLC144,333$6.97M3.52%13F-HRTimeline
Strategic Blueprint, LLC143,804$6.95M0.41%+5,17113F-HRTimeline
Chandler Asset Management, Inc.143,035$6.91M1.09%+28,09513F-HRTimeline
Omega Financial Group, LLC142,604$6.89M2.29%+4,72913F-HRTimeline
Valpey Financial Services, LLC139,723$6.75M4.31%+7,83613F-HR/ATimeline
FIRST HORIZON CORP137,972$6.67M0.3%+78,07113F-HRTimeline
Arax Advisory Partners137,151$6.63M0.19%+5,88513F-HRTimeline
BOKF, NAin group BOKF, NA136,555$6.6M0.1%+105,28113F-HRTimelineGroup
Upper Left Wealth Management, LLC135,132$6.53M3.98%+12,41813F-HRTimeline
Plum Street Advisors, LLC135,026$6.52M2.32%+9,56513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC134,580$6.51M<0.01%-437,62213F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/134,468$6.5M0.01%-29,38213F-HRTimelineGroup
Opes Wealth Management LLC133,007$6.43M1.09%+13,26113F-HRTimeline
Elevated Capital Advisors, LLC132,163$6.39M1.49%-3,39513F-HRTimeline
Vertex Investment Solutions Co., Ltd.130,700$6.32M6.27%13F-HRTimeline
BRIGHTON SECURITIES CORP.130,791$6.32M3.12%+14,47513F-HRTimeline
CGN Advisors LLC130,148$6.29M0.5%+15,15013F-HRTimeline
Chesapeake Wealth Management130,082$6.29M1.87%+4,03513F-HRTimeline
Scissortail Wealth Management, LLC129,552$6.26M1.43%+8,86213F-HRTimeline
Prospect Financial Group LLC128,706$6.22M5.78%+6,18313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding127,340$6.22M-30,356Timeline
Retirement Wealth Solutions LLC128,154$6.19M3.91%+3,60813F-HRTimeline
City State Bank126,787$6.13M1.68%-5,89013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.126,374$6.11M3.35%+14,24713F-HRTimeline
Merit Financial Group, LLC124,933$6.04M0.05%+42,21913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC124,755$6.03M1.59%new13F-HRTimeline
ACORN CREEK CAPITAL LLC123,673$5.98M2.15%+5,07513F-HRTimeline
CFS Investment Advisory Services, LLC122,258$5.91M0.43%-28,13713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.121,726$5.88M1.12%+56,37513F-HRTimeline
Midwest Capital Advisors, LLC121,026$5.85M2.8%+7,97613F-HRTimeline
Seneschal Advisors, LLC120,349$5.82M4.28%-2,27813F-HRTimeline
Manuka Financial, LLC120,296$5.81M3.61%-24913F-HRTimeline
Financiere des Professionnels - Fonds d…120,000$5.8M0.33%013F-HRTimeline
SAGE RHINO CAPITAL LLC119,131$5.76M1.09%+3,36513F-HRTimeline
D.A. DAVIDSON & CO.118,202$5.71M0.03%+6,60413F-HRTimeline
Horizons Wealth Management116,774$5.64M3.75%+6,40413F-HRTimeline
Auour Investments LLC115,658$5.59M1.78%+1,29013F-HRTimeline
Range Advisory, LLC114,298$5.52M1.42%13F-HRTimeline
Level Wealth Management LLC113,693$5.49M2.81%+11,66313F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC113,646$5.49M3.97%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.111,485$5.39M0.01%+6,30013F-HRTimelineGroup
Csenge Advisory Group110,386$5.33M0.24%+1,92213F-HRTimeline
B. Riley Wealth Advisors, Inc.110,155$5.32M0.25%-4,11613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.109,604$5.3M0.04%+62,34013F-HRTimelineGroup
ONE Advisory Partners, LLC108,461$5.24M1.58%+1,21913F-HRTimeline
Fort Vancouver Investment Management, L…108,163$5.23M2.79%+4,94613F-HRTimeline
Factor Wealth Management LTD107,676$5.2M1.12%+9,68613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson107,211$5.18M<0.01%-83,36013F-HRTimelineGroup
Evergreen Private Wealth LLC106,961$5.17M2.04%+8,57613F-HRTimeline
Hopwood Nicholas Hunter106,547$5.15M1.68%13F-HRTimeline
Five Pine Wealth Management106,442$5.14M3.3%+18,99413F-HRTimeline
Braun-Bostich & Associates Inc.105,603$5.1M3.15%+2,86313F-HRTimeline
Baron Financial Group, LLC105,425$5.09M2.73%+7,37013F-HRTimeline
Financial Engines Advisors L.L.C.105,149$5.08M0.01%+4,11813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding127,030$5.05M+11,916Timeline
BEACON FINANCIAL GROUP104,487$5.05M0.5%+23913F-HRTimeline
J.W. COLE ADVISORS, INC.190,296$5.04M0.12%+6,51513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding103,660$5.01M+95,580Timeline
Triumph Capital Management102,989$4.98M1.08%-10,78013F-HRTimeline
United Financial Planning Group LLC101,529$4.91M2.98%+3,27613F-HRTimeline
Geneos Wealth Management Inc.98,631$4.77M0.12%+8,47613F-HRTimeline
BCGM Wealth Management, LLC98,621$4.77M1.22%+2,57313F-HRTimeline
Ruedi Wealth Management, Inc.98,521$4.76M1.25%+5,60913F-HRTimeline
Veery Capital, LLC98,500$4.76M1.46%+2,00313F-HRTimeline
Neumann Capital Management, LLC94,880$4.58M1.32%+2,83213F-HRTimeline
Grey Fox Wealth Advisors, LLC93,773$4.53M0.93%+5,39313F-HRTimeline
Bedminster, LLC92,421$4.47M4.1%13F-HRTimeline
K2 Financial Inc.91,803$4.46M3.44%+2,52213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\91,910$4.44M<0.01%-20,20713F-HRTimelineGroup
Gotham Asset Management, LLC91,811$4.44M0.02%+81313F-HRTimeline
LMG Wealth Partners, LLC89,891$4.34M0.81%+2,10313F-HRTimeline
Brucke Financial, Inc.89,772$4.34M2.37%+3,61313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC89,319$4.32M0.14%+2,14113F-HRTimeline
NYL Investors LLC88,310$4.27M1.45%+3,51813F-HRTimeline
BUSH INVESTMENT GROUP, LLC88,179$4.26M2.38%+1,01813F-HRTimeline
Integrated Advisors Network LLC87,745$4.24M0.19%+1,55913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC87,676$4.24M0.09%-57913F-HRTimelineGroup
AdvisorNet Financial, Inc86,691$4.19M0.22%-84913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.86,206$4.17M<0.01%-215,00313F-HRTimelineGroup
TSA Wealth Managment LLC86,026$4.16M1.38%-16,80913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC85,629$4.14M0.11%+5,35613F-HR/ATimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers85,135$4.11M0.01%+4,81813F-HRTimelineGroup
Atlatl Advisers LLC84,619$4.09M1.57%+8,61813F-HRTimeline
Friedenthal Financial84,415$4.08M2.1%+66313F-HRTimeline
Arta Finance Wealth Management LLC84,409$4.08M2.08%13F-HRTimeline
Wealthfront Advisers LLC83,875$4.05M0.01%-2,25213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…83,762$4.05M<0.01%+38,13313F-HRTimelineGroup
Beacon Harbor Wealth Advisors, Inc.82,830$4M0.89%+5,84413F-HRTimeline
LANARK FINANCIAL, INC.80,313$3.88M0.29%+5,97313F-HRTimeline
WealthSpring Partners, LLC80,127$3.87M3.97%13F-HRTimeline
SBI Securities Co., Ltd.79,971$3.86M0.1%+21,35913F-HRTimeline
Zeit Capital LLC79,834$3.86M2.6%-5,21013F-HRTimeline
McNaughton Wealth Management, LLC78,749$3.81M1.57%+55313F-HRTimeline
SCOTIA CAPITAL INC.78,569$3.8M0.02%-10,84313F-HRTimeline
HT Partners LLC77,551$3.75M1.11%+63313F-HRTimeline
SIMON QUICK ADVISORS, LLC76,565$3.7M0.16%-5,88013F-HRTimeline
WealthCare Investment Partners, LLC76,042$3.67M1.07%+7,88113F-HRTimeline
AlphaStar Capital Management, LLC75,688$3.66M0.27%+3,37313F-HRTimeline
Martel Wealth Advisors LLC74,947$3.62M0.62%+86413F-HRTimeline
TD Waterhouse Canada Inc.74,538$3.6M0.02%+63,96613F-HRTimeline
Sharper & Granite LLC73,960$3.57M1.26%+1,93513F-HRTimeline
Blue Barn Wealth, LLC73,647$3.56M5.18%-213,29613F-HRTimeline
W.H. Cornerstone Investments Inc.72,850$3.52M2.12%-17,32613F-HRTimeline
Note Advisors, LLC72,614$3.52M1.8%-14,36213F-HRTimeline
Emergent Wealth Advisors, LLC72,220$3.49M1.96%+12213F-HRTimeline
PFG Advisors72,192$3.49M0.17%-2,58513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC72,163$3.49M1.05%+3,95513F-HRTimeline
Hexagon Capital Partners LLC72,054$3.48M0.64%+9,39513F-HRTimeline
SWP FINANCIAL LLC71,194$3.44M1.73%+1,31713F-HRTimeline
Petix & Botte Co70,827$3.42M0.78%-13,08513F-HRTimeline
Avant Financial Advisors LLC70,433$3.4M2.45%+3,47313F-HRTimeline
Sequoia Financial Advisors, LLC70,082$3.39M0.02%-95,59213F-HRTimeline
Strategic Financial Planning, Inc.69,126$3.35M1.91%+3,03813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding69,270$3.35M-1,373Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.66,847$3.23M0.21%+5,19713F-HRTimelineGroup
HM PAYSON & CO66,641$3.22M0.05%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.66,059$3.19M2.06%-9,00013F-HRTimeline
Atomic Invest LLC65,528$3.17M1.78%13F-HRTimeline
West Wealth Group, LLC65,408$3.16M0.66%+6,48913F-HRTimeline
Independent Advisor Alliance64,403$3.11M0.08%+40,54313F-HRTimeline
Elmwood Wealth Management, Inc.63,870$3.09M0.97%+4,13813F-HRTimeline
CHOREO, LLC63,789$3.09M0.04%+14,57213F-HRTimeline
VCI Wealth Management LLC63,688$3.08M0.86%+5,96213F-HRTimeline
Robinswood Financial LLC63,336$3.06M0.98%+28213F-HRTimeline
LaSalle St. Investment Advisors, LLC61,640$2.98M0.48%+95113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC60,779$2.94M1.04%+2,30813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP59,174$2.86M<0.01%-18,63113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp58,677$2.84M0.15%+2,99513F-HRTimelineGroup
Cambria Investment Management, L.P.56,833$2.75M0.16%+1,49413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …56,764$2.74M0.34%+19613F-HRTimelineGroup
Legacy Wealth Partners, LLC56,224$2.72M0.7%13F-HRTimeline
Pettinga Financial Advisors LLC55,412$2.68M0.51%+8,07113F-HRTimeline
Trek Financial, LLC55,328$2.67M0.15%+12,67513F-HRTimeline
FLOW TRADERS U.S. LLC54,981$2.66M0.09%new13F-HRTimeline
BLB&B Advisors, LLC54,556$2.64M0.11%+1,83113F-HRTimeline
ATLas Financial Planning LLC54,461$2.63M2.58%13F-HRTimeline
EHRLICH FINANCIAL GROUP54,428$2.63M1.5%+1,67413F-HRTimeline
Crabel Capital Management, LLC54,373$2.63M1.99%+18,30613F-HRTimeline
Womack Financial LLC52,747$2.55M1.88%-22813F-HRTimeline
United Advisor Group, LLC52,386$2.53M0.32%+9,01813F-HRTimeline
Integrated Wealth Concepts LLC52,246$2.52M0.03%-1,34613F-HRTimeline
Sterling Financial Planning, Inc.51,946$2.51M0.76%+4,73413F-HRTimeline
Burk Holdings LLC51,661$2.5M1.19%+4,13113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC51,653$2.5M0.77%+4,89313F-HRTimeline
Balanced Rock Investment Advisors LLC50,983$2.46M1.75%+3,54013F-HRTimeline
Alvarez & Marsal Private Wealth Partner…50,959$2.46M0.47%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC50,740$2.45M0.89%+12,93613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.50,654$2.45M0.78%-2,34913F-HRTimeline
Red Wave Investments LLC50,510$2.44M0.73%-2,06113F-HRTimeline
BANK OF HAWAII50,291$2.43M0.12%+1,27713F-HRTimeline
Gladwyn Financial Advisors, Inc.48,954$2.37M1.66%+2,92913F-HRTimeline
Manske Wealth Management48,437$2.34M0.69%+1,07413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…48,016$2.32M0.04%+15513F-HRTimelineGroup
McIlrath & Eck, LLC47,895$2.31M0.21%+30,49313F-HRTimeline
Global Trust Wealth Management LLC47,671$2.3M1.71%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…47,666$2.3M0.05%-2,00813F-HRTimelineGroup
MAI Capital Management47,148$2.28M0.01%-3,86513F-HRTimeline
WEALTH ALLIANCE, LLC46,511$2.25M0.22%+13,03613F-HRTimeline
Johnson Financial Group, LLC46,185$2.23M0.14%+24,35613F-HRTimeline
Total Wealth Planning, LLC45,965$2.22M4.75%-366,08113F-HRTimeline
Claro Advisors Inc.45,617$2.2M0.3%+2,93813F-HRTimeline
Graetz Wealth LLC45,195$2.18M1.99%13F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC44,979$2.17M1.23%new13F-HRTimeline
Global Retirement Partners, LLC44,900$2.17M0.04%+25,38813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC44,893$2.17M0.02%+14,73713F-HRTimeline
Ocean Park Asset Management, LLC44,893$2.17M0.1%+14,73713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC44,750$2.16M0.29%-3,67113F-HRTimeline
Comprehensive Money Management Services…44,477$2.15M1.48%+30213F-HRTimeline
Winter & Associates, Inc.44,474$2.15M1.99%13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK44,320$2.14M0.28%+2,24213F-HRTimelineGroup
Sowell Financial Services LLC43,831$2.12M0.08%+3,72213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC43,629$2.11M<0.01%+20,81213F-HRTimelineGroup
10Elms LLP43,557$2.1M1.93%-11513F-HRTimeline