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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,101 managers (1,122 13F filers) reported a position in BNDX shares at 2026-06-30, 943,084,515 shares in all. 89 filers opened a position and 93 filers sold out during the quarter.

Managers
1,101
13F filers
1,122
New
89
Added
575
Reduced
324
Sold out
93
Shares held by filers
943,084,515

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
IFP Advisors, Inc51,185$2.48M0.04%+12,22013F-HRTimeline
Alvarez & Marsal Private Wealth Partner…50,959$2.47M0.33%013F-HRTimeline
Allodium Investment Consultants, LLC50,132$2.43M1.03%+7,40413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC49,693$2.41M<0.01%-4,43813F-HRTimelineGroup
Red Wave Investments LLC49,323$2.39M0.61%-93913F-HRTimeline
Ridgewood Investments LLC49,132$2.38M0.89%+7,02613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…49,080$2.38M0.04%+1,33913F-HRTimelineGroup
UPTICK PARTNERS, LLC48,865$2.37M0.37%+35,87513F-HRTimeline
Cypress Wealth Services, LLC48,764$2.36M0.29%+2,49013F-HRTimeline
University of Illinois Foundation48,750$2.36M0.42%013F-HRTimeline
Advisory Services Network, LLC48,715$2.36M0.03%+1,71113F-HRTimeline
TRUST CO OF VERMONT48,681$2.36M0.09%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding48,554$2.35M+5,846Timeline
Quadrant Private Wealth Management, LLC48,266$2.34M0.52%-9,44713F-HRTimeline
MAI Capital Management47,307$2.29M0.01%+1,33913F-HRTimeline
Comprehensive Money Management Services…46,719$2.26M1.42%+73113F-HRTimeline
Spectrum Planning & Advisory Services I…46,652$2.26M1.01%+1,38313F-HRTimeline
Ryan Investment Management, Inc.46,595$2.26M1.02%+4,79313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …46,359$2.25M0.11%+11,19013F-HRTimelineGroup
Arkadios Wealth Advisors45,916$2.22M0.03%-1,43113F-HRTimeline
LifePlan Investment Advisors, Inc.45,913$2.22M0.77%+71313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK44,537$2.16M0.27%+11413F-HRTimelineGroup
Graetz Wealth LLC44,233$2.14M1.71%-3,44513F-HRTimeline
Meritas Wealth Management, LLC44,099$2.14M0.83%+7,89613F-HRTimeline
Waverly Advisors, LLC44,029$2.13M0.01%+12,84113F-HRTimeline
UMB Bank, n.a.43,449$2.1M0.03%+14,69013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tyche Wealth Partners LLC43,296$2.1M0.29%+17,16413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP43,173$2.09M0.01%+1,32913F-HRTimelineGroup
Johnson Financial Group, LLC43,078$2.09M0.11%-4,00213F-HRTimeline
Cresset Asset Management, LLC42,254$2.05M0.01%+17,55813F-HRTimeline
M Holdings Securities, Inc.42,011$2.04M0.28%+7,04113F-HRTimeline
Napier Financial, LLC41,848$2.03M0.42%+1,63213F-HRTimeline
Trek Financial, LLC41,825$2.03M0.1%-70,33613F-HRTimeline
Outlook Wealth Advisors, LLC41,554$2.01M0.43%-34413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC41,212$2M1.09%-3,90813F-HRTimeline
Sage Financial Management Group, Inc.41,147$1.99M0.55%+8,04513F-HRTimeline
Advisory Solutions Group, LLC40,807$1.98M0.68%13F-HRTimeline
A4 Wealth Advisors LLC40,750$1.97M1.33%+7,38913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC40,724$1.97M0.19%+62813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC40,558$1.96M0.09%+64113F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC40,547$1.96M1.57%-1,78313F-HRTimeline
SYON CAPITAL LLC40,200$1.95M0.08%+1,12613F-HRTimeline
BOKF, NAin group BOKF, NA40,131$1.94M0.03%-86,41513F-HRTimelineGroup
PROFFITT & GOODSON INC40,000$1.94M0.27%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management39,943$1.93M0.06%+3,04513F-HRTimelineGroup
Wealthspire Advisors, LLC38,816$1.88M0.01%+14,45913F-HRTimeline
EQ LLC38,791$1.88M0.46%+9,80313F-HRTimeline
Towerpoint Wealth, LLC38,772$1.88M0.65%+1,50613F-HRTimeline
Westside Investment Management, Inc.38,083$1.84M0.24%+87013F-HRTimeline
Coston, McIsaac & Partners38,056$1.84M0.37%+1,96813F-HRTimeline
WMG Financial Advisors, LLC37,731$1.83M0.69%-28113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…37,320$1.81M0.05%+2,40213F-HRTimelineGroup
Steward Partners Investment Advisory, L…37,041$1.79M0.01%+15,64613F-HRTimeline
Dynamic Advisor Solutions LLC37,040$1.79M0.05%+2,42313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,681$1.78M0.09%-3,22013F-HRTimeline
Bragg Financial Advisors, Inc36,176$1.75M0.05%+1,13213F-HRTimeline
Scarborough Advisors, LLC36,259$1.75M0.2%-224,16413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.36,050$1.75M0.02%+2,13313F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…35,806$1.73M0.15%13F-HRTimelineGroup
Straight Path Wealth Management35,629$1.73M0.4%+19,13813F-HRTimeline
Kovack Advisors, Inc.35,229$1.7M0.08%+2,20513F-HRTimeline
Dunhill Financial, LLC34,380$1.67M0.34%+33,62913F-HRTimeline
5T Wealth, LLC33,815$1.64M0.61%+4,74513F-HRTimeline
FMR LLCin group FMR LLC33,729$1.63M<0.01%+50513F-HRTimelineGroup
Koshinski Asset Management, Inc.33,706$1.63M0.09%-1,30813F-HRTimeline
Tranquilli Financial Advisor LLC33,565$1.63M0.87%+3,14213F-HRTimeline
North Star Investment Management Corp.33,550$1.62M0.09%-10713F-HRTimeline
Global Financial Private Client, LLC33,494$1.62M0.44%+17413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.33,451$1.62M<0.01%+27,27813F-HRTimelineGroup
Glass Jacobson Investment Advisors llc33,247$1.61M0.5%+4,52613F-HRTimeline
Cassady Wealth & Retirement Planning, L…33,216$1.61M0.75%+1,65813F-HRTimeline
GTS SECURITIES LLC33,166$1.61M0.03%new13F-HRTimeline
BEACON HILL WEALTH MANAGEMENT LTD.33,166$1.61M1.11%13F-HRTimeline
Cogent Private Wealth, Inc.33,123$1.6M1%-18813F-HRTimeline
JMG Financial Group, Ltd.32,984$1.6M0.04%-5,95313F-HRTimeline
JT Stratford LLC32,861$1.59M0.17%+1,02413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC32,830$1.59M0.24%+2,07013F-HRTimeline
NOVEM GROUP32,810$1.59M0.16%+21213F-HRTimeline
Veratis Advisors, Inc.31,899$1.54M1.09%13F-HRTimeline
Moors & Cabot, Inc.31,643$1.53M0.06%+4,35813F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC31,637$1.52M0.19%13F-HRTimeline
Cordgrass Capital Advisors, LLC31,267$1.51M0.56%+4,93613F-HRTimeline
Stewardship Advisors, LLC30,957$1.5M0.31%+1,46813F-HRTimeline
Facet Wealth, Inc.30,896$1.5M0.02%+12,49913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,668$1.49M0.03%-66613F-HRTimeline
Invst, LLC30,609$1.48M0.14%+1,64613F-HRTimeline
Sanchez Levi Garrett29,999$1.45M0.79%+2,92813F-HRTimeline
Uptown Financial Advisors LLC29,794$1.44M1.06%-15413F-HRTimeline
Falcon Wealth Planning29,573$1.43M0.09%-1,70513F-HRTimeline
Prostatis Group LLC29,027$1.41M0.33%-3,96413F-HRTimeline
FSM Wealth Advisors, LLC28,905$1.4M0.15%+76013F-HRTimeline
Parallel Advisors, LLC28,651$1.39M0.02%-2,88613F-HRTimeline
Foundations Investment Advisors, LLC28,426$1.38M0.01%+1,40013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC28,120$1.36M0.41%-20113F-HRTimelineGroup
Stonekeep Investments, LLC28,072$1.36M0.79%+1,25713F-HRTimeline
LongView Wealth Management27,641$1.34M0.34%-96013F-HRTimeline
Bank of Marin27,424$1.33M0.93%+1,27913F-HRTimeline
Creekside Partners27,264$1.32M0.48%+6013F-HRTimeline
EWA, LLC27,244$1.32M0.24%+1,27513F-HRTimeline
Wealth Architects, LLC26,905$1.3M0.1%+12,50913F-HRTimeline
Carter Financial Group, INC.26,821$1.3M0.67%+2,63113F-HRTimeline
Fort Henry Capital, LLC26,730$1.29M0.71%+1,91013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC26,219$1.27M0.65%+4,27913F-HRTimeline
Venture Visionary Partners LLC25,996$1.26M0.04%+7,13413F-HRTimeline
Trellis Wealth Advisors LLC25,882$1.25M0.43%013F-HRTimeline
VestGen Investment Management25,793$1.25M0.66%-2,48813F-HRTimeline
Rossby Financial, LCC25,786$1.25M0.23%+5,72813F-HRTimeline
Donalies Financial Planning, LLC25,705$1.24M0.92%+3,42213F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.25,834$1.24M0.71%013F-HRTimeline
SageView Advisory Group, LLC25,598$1.24M0.04%-3,37813F-HRTimeline
New Insight Wealth Advisors25,530$1.24M0.36%-13,07413F-HRTimeline
Diversified Enterprises, LLC25,523$1.24M0.06%+78413F-HRTimeline
Aptus Capital Advisors, LLC25,407$1.23M0.01%+2,93013F-HRTimeline
Xcelsior Advisor Partners LLC25,279$1.22M0.16%-1,96713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC25,239$1.22M0.23%+1,57713F-HRTimeline
GWN SECURITIES INC.25,177$1.22M0.2%-1,94913F-HRTimeline
PFG Investments, LLC24,471$1.19M0.05%+72813F-HRTimeline
Joel Isaacson & Co., LLC24,238$1.17M0.03%+17013F-HRTimeline
JNBA Financial Advisors24,189$1.17M0.09%-3,25213F-HRTimeline
Integrated Advisors Network LLC24,017$1.16M0.05%+1,38813F-HRTimeline
Brindle & Bay Financial Advisors, LLC23,919$1.16M0.58%-5,92513F-HRTimeline
Sanchez Gaunt Capital Management, LLC23,840$1.15M0.64%+1,09813F-HRTimeline
PFC CAPITAL GROUP, INC.23,832$1.15M0.44%+95613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,690$1.15M-1,004Timeline
Fiduciary Alliance LLC23,464$1.14M0.08%-74013F-HRTimeline
Sloy Dahl & Holst, LLC23,394$1.13M0.14%+6813F-HRTimeline
Ironwood Wealth Management, LLC.23,292$1.13M0.25%new13F-HRTimeline
Payne Capital LLC23,256$1.13M0.94%013F-HRTimeline
Equita Financial Network, Inc.23,043$1.12M0.31%+1,67413F-HRTimeline
JMN Financial LLC22,860$1.11M0.86%+2,38113F-HRTimeline
Kings Path Partners LLC22,804$1.1M0.29%-1,63913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC22,803$1.1M0.02%-1,54013F-HRTimeline
Inscription Capital, LLC22,758$1.1M0.1%-90013F-HRTimeline
Westfuller Advisors, LLC22,744$1.1M0.4%+15613F-HRTimeline
McCartney Wealth Management LLC22,573$1.09M0.83%+35413F-HRTimeline
CoreCap Advisors, LLC22,473$1.09M0.03%+18913F-HRTimeline
Vilga Financial Planning LLC22,384$1.08M0.82%+2,29813F-HRTimeline
Qube Research & Technologies Ltd22,192$1.07M<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,162$1.07M-81,003Timeline
HAZLETT, BURT & WATSON, INC.21,815$1.06M0.28%+4,40413F-HRTimeline
TOWLE & CO21,697$1.05M0.36%+7,47413F-HRTimeline
Signal Advisors Wealth, LLC21,621$1.05M0.05%-1,73913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK21,354$1.03M<0.01%new13F-HRTimelineGroup
GUIDANCE CAPITAL, INC21,463$1.03M0.22%+4,07813F-HRTimeline
Arrowroot Family Office, LLC20,894$1.01M0.29%+16613F-HRTimeline
WEDBUSH SECURITIES INC20,885$1.01M0.03%-3,78313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding20,785$1.01M+5,167Timeline
Granite Bay Wealth Management, LLC20,342$985K0.09%+15,33613F-HRTimeline
Bakala Capital LLC20,139$975K4.27%+58913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Acorn Wealth Advisors, LLC20,022$970K0.24%+1,10913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,864$962K<0.01%+8,81013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC19,777$958K0.01%new13F-HRTimeline
Aspen Wealth Management LLC19,669$953K0.16%-2,21113F-HRTimeline
Allen Mooney & Barnes Investment Adviso…19,265$933K0.14%+213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC19,262$933K0.12%+4,09713F-HRTimeline
BLAIR WILLIAM & CO/IL19,191$929K<0.01%+7,93213F-HRTimeline
PACIFIC FINANCIAL GROUP INC19,083$924K0.44%-1,90913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC19,030$922K0.47%-5,50313F-HRTimeline
Washington Trust Advisors, Inc.18,795$910K0.07%+20813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC18,780$910K0.25%-20,62713F-HRTimeline
SAPIENT CAPITAL LLC18,734$907K0.01%new13F-HR/ATimeline
PENOBSCOT WEALTH MANAGEMENT18,434$893K0.24%+8,91213F-HRTimeline
Arete Wealth Advisors, LLC18,432$893K0.06%+11613F-HR/ATimeline
Southland Equity Partners LLC18,425$892K0.16%-2,20213F-HRTimeline
L.K. Benson & Company, P.C.18,416$892K0.27%+2713F-HRTimeline
IHT Wealth Management, LLC18,199$881K0.02%+7,41713F-HRTimeline
Main Street Financial Solutions, LLC18,176$880K0.06%+3,60513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT18,136$878K0.05%+3,18613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC18,109$877K0.31%+31913F-HRTimeline
BALLAST ADVISORS LLC17,940$869K0.21%+1,08513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,819$863K<0.01%+2,06613F-HRTimeline
Point Nemo Capital, LLC17,792$862K0.44%-43,86413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,588$852K0.02%+10,77013F-HRTimelineGroup
UNIQUE WEALTH, LLC17,550$850K0.1%new13F-HRTimeline
Encompass More Asset Management17,308$838K0.12%+1,03613F-HRTimeline
Advyzon Investment Management, LLC16,960$821K0.06%-78013F-HRTimeline
Cornerstone Planning Group LLC17,158$820K0.1%+71213F-HRTimeline
FAGAN ASSOCIATES, INC.16,926$820K0.1%+78113F-HRTimeline
MATHER GROUP, LLC.16,887$818K0.01%-3,87613F-HRTimeline
Econ Financial Services Corp16,843$816K0.38%+18013F-HRTimeline
Oakmont Advisory Group, LLC16,759$812K0.68%-6,04113F-HRTimeline
Compass Ion Advisors, LLC16,756$811K0.07%-73213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,602$804K0.08%-92013F-HRTimeline
Verde Capital Management16,587$803K0.15%-1,11513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,553$801K<0.01%-2,65513F-HRTimelineGroup
TMB Capital Partners, LLC16,371$793K0.25%+1,33013F-HRTimeline
DAVENPORT & Co LLC16,206$785K<0.01%+3,40613F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.16,103$780K0.15%+10,73113F-HRTimeline
Continuum Advisory, LLC16,053$777K0.06%+84513F-HRTimeline
Allworth Financial LP15,792$765K<0.01%-6,41613F-HRTimeline
Soltis Investment Advisors LLC15,785$764K0.04%+56913F-HRTimeline
Three Bridge Wealth Advisors, LLC15,764$763K0.19%+18313F-HRTimeline
Atlanta Consulting Group Advisors, LLC15,735$762K0.12%013F-HRTimeline
One Capital Management, LLC15,839$761K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,704$761K<0.01%+4,79913F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,662$759K0.01%+10,26513F-HRTimelineGroup
Balefire, LLC15,659$758K0.12%+1,72313F-HRTimeline
Provident Living Financial Services, In…15,529$752K0.74%-14413F-HRTimeline
Endowment Wealth Management, Inc.15,408$746K0.29%-12813F-HRTimeline
Greenwich Wealth Management LLC15,388$745K0.03%-2,06713F-HRTimeline