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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,111 managers (1,130 13F filers) reported a position in BNDX shares at 2026-03-31, 872,449,383 shares in all. 131 filers opened a position and 96 filers sold out during the quarter.

Managers
1,111
13F filers
1,130
New
131
Added
603
Reduced
272
Sold out
96
Shares held by filers
872,449,383

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Capital Investment Management, Inc.188,002$9.03M3.1%+18,98613F-HRTimeline
Hilltop Partners LLC187,003$8.99M2.31%+11,33013F-HRTimeline
First Heartland Consultants, Inc.185,839$8.93M0.68%+21,76513F-HRTimeline
RESOLUTE CAPITAL, LLC185,508$8.91M3.61%+2,24513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC185,215$8.9M0.88%+3,95913F-HRTimeline
Somnio Financial Group, LLC182,794$8.78M5.77%+6,22413F-HRTimeline
Gateway Wealth Partners, LLC181,730$8.73M0.34%+151,31713F-HRTimeline
Forum Private Client Group LLC180,871$8.69M2.9%+6,29313F-HRTimeline
Fairway Wealth LLC179,160$8.61M2.27%-198,56813F-HRTimeline
GuidedMoney, LLC178,451$8.57M4.5%+15,65513F-HRTimeline
Financial Planning Navigators CORP177,713$8.54M3.74%+4,73913F-HRTimeline
Opes Wealth Management LLC177,569$8.53M1.46%+44,56213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …177,522$8.53M1.12%+20,54813F-HRTimeline
CAMDEN NATIONAL BANK175,513$8.43M1.14%+4,00413F-HRTimeline
rebel Financial LLC173,825$8.35M3.62%-1,31613F-HRTimeline
Gould Capital, LLC173,091$8.32M5.03%+18,21413F-HRTimeline
FPC INVESTMENT ADVISORY, INC.172,635$8.32M4.15%+46,26113F-HRTimeline
Johnson & White Wealth Management, LLC172,058$8.27M3.5%+8,01913F-HRTimeline
AMG National Trust Bank171,632$8.25M0.18%-6,86713F-HRTimeline
LINCOLN CAPITAL CORP171,521$8.24M3.03%+1,07313F-HRTimeline
Bear Mountain Capital, Inc.169,373$8.18M2.46%+18,85313F-HRTimeline
Strategic Blueprint, LLC167,940$8.07M0.47%+24,13613F-HRTimeline
Compound Planning, Inc.166,716$8.01M0.25%-14,28413F-HRTimeline
Center For Asset Management LLC162,431$7.8M3.88%+12,70813F-HRTimeline
Physician Wealth Solutions Inc.162,354$7.8M3.23%+9,90413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC160,335$7.7M<0.01%-71,79113F-HRTimelineGroup
Smartleaf Asset Management LLC161,077$7.7M0.28%+9,37613F-HRTimeline
EQ WEALTH ADVISORS, LLC158,509$7.62M4.45%-19,82113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.156,798$7.57M1.06%+4,91813F-HRTimeline
Scissortail Wealth Management, LLC156,354$7.51M1.51%+26,80213F-HRTimeline
Sensenig Capital Advisors, Inc153,326$7.37M7.55%+1,60013F-HRTimeline
BDFS Capital LLC152,251$7.32M3.52%+7,91813F-HRTimeline
Upper Left Wealth Management, LLC149,379$7.18M4.24%+14,24713F-HRTimeline
Omega Financial Group, LLC149,377$7.18M2.37%+6,77313F-HRTimeline
Paladin Partners, LLC148,293$7.13M5.14%+2,01113F-HRTimeline
Plum Street Advisors, LLC147,784$7.1M2.46%+12,75813F-HRTimeline
SAGE RHINO CAPITAL LLC147,501$7.09M1.33%+28,37013F-HRTimeline
Arax Advisory Partners144,488$6.94M0.2%+7,33713F-HRTimeline
KINTRA WEALTH, LLC143,789$6.91M0.49%new13F-HRTimeline
Valpey Financial Services, LLC142,070$6.83M4.44%+2,34713F-HRTimeline
Level Wealth Management LLC138,720$6.67M3.12%+25,02713F-HRTimeline
Prospect Financial Group LLC137,062$6.59M6.08%+8,35613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC136,461$6.56M1.68%+11,70613F-HRTimeline
Elevated Capital Advisors, LLC135,344$6.5M1.64%+3,18113F-HRTimeline
Retirement Wealth Solutions LLC134,796$6.48M4.08%+6,64213F-HRTimeline
RIVERSEDGE ADVISORS, LLC134,062$6.44M1.04%-57,22013F-HRTimeline
ACORN CREEK CAPITAL LLC132,734$6.38M2.28%+9,06113F-HRTimeline
TRB Wealth Management, LLC131,971$6.34M0.9%13F-HRTimeline
Braun-Bostich & Associates Inc.131,965$6.34M3.97%+26,36213F-HRTimeline
City State Bank131,814$6.33M1.64%+5,02713F-HRTimeline
Chesapeake Wealth Management129,907$6.24M1.92%-17513F-HRTimeline
D.A. DAVIDSON & CO.129,272$6.21M0.04%+11,07013F-HRTimeline
Range Advisory, LLC127,452$6.12M1.14%+13,15413F-HRTimeline
BOKF, NAin group BOKF, NA126,546$6.08M0.09%-10,00913F-HRTimelineGroup
Seneschal Advisors, LLC124,920$6M4.46%+4,57113F-HRTimeline
CGN Advisors LLC124,283$5.97M0.47%-5,86513F-HRTimeline
W.H. Cornerstone Investments Inc.123,415$5.93M3.71%+50,56513F-HRTimeline
Midwest Capital Advisors, LLC123,274$5.92M2.77%+2,24813F-HRTimeline
Savvy Advisors, Inc.122,817$5.9M0.16%+83,99213F-HRTimeline
Conrad Siegel Investment Advisors, Inc.121,749$5.85M1.06%+2313F-HRTimeline
BRIGHTON SECURITIES CORP.121,180$5.82M2.81%-9,61113F-HRTimeline
Financiere des Professionnels - Fonds d…120,000$5.77M0.34%013F-HRTimeline
United Financial Planning Group LLC118,846$5.71M3.38%+17,31713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers118,482$5.69M0.01%+33,34713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC118,351$5.69M0.15%+32,72213F-HRTimelineGroup
Manuka Financial, LLC117,991$5.67M3.5%-2,30513F-HRTimeline
BEACON FINANCIAL GROUP117,853$5.66M0.56%+13,36613F-HRTimeline
ONE Advisory Partners, LLC117,791$5.66M1.74%+9,33013F-HRTimeline
Auour Investments LLC117,262$5.63M1.77%+1,60413F-HRTimeline
Five Pine Wealth Management116,352$5.59M3.48%+9,91013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.115,849$5.57M0.01%+4,36413F-HRTimelineGroup
TTP Investments, Inc.114,679$5.51M2.3%new13F-HRTimeline
Sagace Wealth Management LLC114,508$5.5M3.73%new13F-HRTimeline
Fort Vancouver Investment Management, L…114,201$5.49M2.79%+6,03813F-HRTimeline
Horizons Wealth Management113,882$5.47M3.64%-2,89213F-HRTimeline
B. Riley Wealth Advisors, Inc.113,064$5.4M0.35%+2,90913F-HRTimeline
FIRST HORIZON CORP112,182$5.39M0.23%-25,79013F-HRTimeline
Trek Financial, LLC112,161$5.39M0.29%+56,83313F-HRTimeline
Baron Financial Group, LLC111,972$5.38M2.9%+6,54713F-HRTimeline
Frisco Financial Planning LLC111,307$5.35M4.41%-37,57313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding133,608$5.34M+6,578Timeline
Wealthfront Advisers LLC110,492$5.31M0.01%+26,61713F-HRTimeline
Hopwood Nicholas Hunter109,927$5.28M1.68%+3,38013F-HRTimeline
Evergreen Private Wealth LLC109,108$5.24M2.12%+2,14713F-HRTimeline
TSA Wealth Managment LLC105,772$5.08M1.64%+19,74613F-HRTimeline
Values Added Financial LLC105,019$5.05M2.12%-93,21513F-HRTimeline
Csenge Advisory Group104,318$5.01M0.23%-6,06813F-HRTimeline
Lake Hills Wealth Management, LLC104,230$5.01M2.8%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding103,165$4.96M-495Timeline
BCGM Wealth Management, LLC103,089$4.95M1.24%+4,46813F-HRTimeline
BUSH INVESTMENT GROUP, LLC102,293$4.92M2.69%+14,11413F-HRTimeline
Tandem Financial, LLC101,937$4.9M1.66%new13F-HRTimeline
Ruedi Wealth Management, Inc.101,371$4.87M1.25%+2,85013F-HRTimeline
Veery Capital, LLC100,842$4.85M1.49%+2,34213F-HRTimeline
LMG Wealth Partners, LLC98,054$4.71M0.86%+8,16313F-HRTimeline
K2 Financial Inc.97,243$4.69M3.41%+5,44013F-HRTimeline
Neumann Capital Management, LLC97,073$4.66M1.37%+2,19313F-HRTimeline
Zeit Capital LLC96,839$4.65M3.11%+17,00513F-HRTimeline
Vertex Investment Solutions Co., Ltd.95,900$4.6M5.32%-34,80013F-HRTimeline
Arta Finance Wealth Management LLC95,673$4.59M2.27%+11,26413F-HRTimeline
AdvisorNet Financial, Inc94,531$4.54M0.24%+7,84013F-HRTimeline
Bedminster, LLC94,305$4.53M4.22%+1,88413F-HRTimeline
Financial Engines Advisors L.L.C.94,214$4.53M0.01%-10,93513F-HRTimeline
Gotham Asset Management, LLC93,894$4.51M0.01%+2,08313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…93,588$4.5M<0.01%+9,82613F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC93,361$4.49M3.32%-20,28513F-HRTimeline
Grey Fox Wealth Advisors, LLC93,053$4.47M0.86%-72013F-HRTimeline
Sharper & Granite LLC92,940$4.47M1.53%+18,98013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC92,676$4.45M0.09%+5,00013F-HRTimelineGroup
Independent Advisor Alliance92,598$4.45M0.05%+28,19513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.91,680$4.43M0.03%-17,92413F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC92,075$4.42M0.14%+2,75613F-HRTimeline
Geneos Wealth Management Inc.91,615$4.4M0.1%-7,01613F-HRTimeline
SIMON QUICK ADVISORS, LLC91,469$4.4M0.2%+14,90413F-HRTimeline
NYL Investors LLC91,111$4.38M1.65%+2,80113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC90,552$4.35M0.53%+45,80213F-HRTimeline
Friedenthal Financial90,376$4.34M2.18%+5,96113F-HRTimeline
SBI Securities Co., Ltd.87,811$4.22M0.12%+7,84013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.86,914$4.18M0.88%+4,08413F-HRTimeline
Hidden Cove Wealth Management, LLC85,758$4.12M2.65%new13F-HRTimeline
Emergent Wealth Advisors, LLC85,539$4.11M2.43%+13,31913F-HRTimeline
OpenArc Corporate Advisory, LLC84,799$4.07M0.06%-164,48313F-HRTimeline
McNaughton Wealth Management, LLC83,420$4.01M1.66%+4,67113F-HRTimeline
TD Waterhouse Canada Inc.82,815$3.98M0.01%+8,27713F-HRTimeline
Elmwood Wealth Management, Inc.82,458$3.96M1.1%+18,58813F-HRTimeline
LANARK FINANCIAL, INC.81,391$3.91M0.29%+1,07813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC80,476$3.87M1.21%+8,31313F-HRTimeline
WealthSpring Partners, LLC80,284$3.86M3.54%+15713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.80,218$3.85M0.25%+13,37113F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson80,175$3.85M<0.01%-27,03613F-HR/ATimelineGroup
Sigma Planning Corp80,165$3.85M0.11%-94,22713F-HRTimeline
AlphaStar Capital Management, LLC79,763$3.83M0.28%+4,07513F-HRTimeline
WealthCare Investment Partners, LLC79,300$3.81M1.06%+3,25813F-HRTimeline
Atomic Invest LLC79,568$3.8M1.79%+14,04013F-HRTimeline
HT Partners LLC79,061$3.8M1.15%+1,51013F-HRTimeline
McIlrath & Eck, LLC78,924$3.79M0.28%+31,02913F-HRTimeline
Martel Wealth Advisors LLC78,903$3.79M0.65%+3,95613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC78,681$3.78M<0.01%-55,89913F-HRTimelineGroup
SCOTIA CAPITAL INC.77,862$3.74M0.02%-70713F-HRTimeline
Quartz Partners, LLC77,771$3.74M1.44%new13F-HRTimeline
RiverGlades Family Offices LLC74,240$3.57M2.1%13F-HRTimeline
Note Advisors, LLC73,974$3.55M1.78%+1,36013F-HRTimeline
SWP FINANCIAL LLC73,806$3.55M1.81%+2,61213F-HRTimeline
Avant Financial Advisors LLC73,710$3.54M2.49%+3,27713F-HRTimeline
Hexagon Capital Partners LLC73,634$3.54M0.52%+1,58013F-HRTimeline
Integrated Wealth Concepts LLC73,137$3.51M0.03%+20,89113F-HRTimeline
PFG Advisors72,243$3.47M0.17%+5113F-HRTimeline
VCI Wealth Management LLC71,645$3.44M0.95%+7,95713F-HRTimeline
Skyline Advisors, Inc.70,883$3.41M1.19%+34,36213F-HRTimeline
West Wealth Group, LLC70,754$3.4M0.67%+5,34613F-HRTimeline
BLB&B Advisors, LLC70,632$3.39M0.14%+16,07613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp68,772$3.3M0.19%+10,09513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding68,362$3.28M-58,978Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\67,996$3.27M<0.01%-23,91413F-HRTimelineGroup
WEALTH ALLIANCE, LLC67,066$3.22M0.32%+20,55513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.66,655$3.2M2.1%+59613F-HRTimeline
HM PAYSON & CO66,641$3.2M0.05%013F-HRTimeline
Heritage Family Offices, LLP66,176$3.18M1.41%new13F-HRTimeline
Horst & Graben Wealth Management LLC65,847$3.16M0.43%+37,69113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments65,080$3.13M0.18%+46,37713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/64,473$3.1M<0.01%-69,99513F-HRTimelineGroup
Collaborative Fund Advisors, LLC63,478$3.05M1.88%13F-HRTimeline
Robinswood Financial LLC63,335$3.04M0.96%-113F-HR/ATimeline
CHOREO, LLC63,385$3.04M0.04%-40413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.63,186$3.04M0.16%+50,76713F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC62,417$3M0.42%+77713F-HRTimeline
Claro Advisors Inc.61,877$2.97M0.36%+16,26013F-HRTimeline
Point Nemo Capital, LLC61,656$2.96M1.95%+39,59113F-HRTimeline
Legacy Wealth Partners, LLC61,403$2.95M0.74%+5,17913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC60,987$2.93M1.05%+20813F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …60,287$2.9M0.32%+3,52313F-HRTimelineGroup
Sterling Financial Planning, Inc.59,419$2.86M0.85%+7,47313F-HRTimeline
Cambria Investment Management, L.P.59,074$2.83M0.16%+2,24113F-HRTimeline
Pettinga Financial Advisors LLC58,083$2.79M0.53%+2,67113F-HRTimeline
Quadrant Private Wealth Management, LLC57,713$2.77M0.43%+36,52913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC57,322$2.75M<0.01%new13F-HRTimeline
Summit Financial, LLC56,982$2.74M0.03%+35,46513F-HRTimeline
ATLas Financial Planning LLC56,528$2.72M2.44%+2,06713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC56,440$2.71M0.9%+5,70013F-HRTimeline
EHRLICH FINANCIAL GROUP56,343$2.71M1.56%+1,91513F-HRTimeline
Womack Financial LLC56,244$2.7M1.99%+3,49713F-HRTimeline
United Advisor Group, LLC56,174$2.7M0.33%+3,78813F-HRTimeline
10Elms LLP55,381$2.7M1.7%+11,82413F-HRTimeline
Archer Investment Management, LLC55,854$2.68M1.13%+48,26613F-HRTimeline
Manske Wealth Management54,214$2.6M0.73%+5,77713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC54,131$2.6M<0.01%+10,50213F-HRTimelineGroup
Global Trust Wealth Management LLC53,762$2.58M1.95%+6,09113F-HRTimeline
Buttonwood Financial Group, LLC53,377$2.56M1.58%+45,62313F-HRTimeline
BANK OF HAWAII52,719$2.53M0.13%+2,42813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.52,658$2.53M0.79%+2,00413F-HRTimeline
Balanced Rock Investment Advisors LLC52,457$2.52M1.77%+1,47413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC52,073$2.5M0.79%+42013F-HRTimeline
Sequoia Financial Advisors, LLC51,321$2.47M0.01%-18,76113F-HRTimeline
Burk Holdings LLC51,055$2.45M1.05%-60613F-HRTimeline
Alvarez & Marsal Private Wealth Partner…50,959$2.45M0.34%013F-HRTimeline
Red Wave Investments LLC50,262$2.42M0.72%-24813F-HRTimeline
Gladwyn Financial Advisors, Inc.50,224$2.41M1.68%+1,27013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…50,142$2.41M0.04%+2,12613F-HRTimelineGroup
University of Illinois Foundation48,750$2.34M0.48%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…47,741$2.29M0.05%+7513F-HRTimelineGroup