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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

927 managers (937 13F filers) reported a position in BNDX shares at 2024-12-31, 721,022,726 shares in all. 69 filers opened a position and 73 filers sold out during the quarter.

Managers
927
13F filers
937
New
69
Added
434
Reduced
264
Sold out
73
Shares held by filers
721,022,726

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Pacific Capital Wealth Advisors, Inc.29,783$1.46M0.24%-13,49913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP29,413$1.44M<0.01%+3,98613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,408$1.44M0.02%+87813F-HRTimelineGroup
Parkworth Wealth Management, Inc.29,141$1.43M1.19%13F-HRTimeline
JT Stratford LLC28,497$1.4M0.23%-1,64913F-HRTimeline
Allegiance Financial Group Advisory Ser…28,469$1.4M0.45%-2,32713F-HRTimeline
Sovran Advisors, LLC28,820$1.4M0.2%13F-HRTimeline
WORLD EQUITY GROUP, INC.28,124$1.38M0.3%+22,19213F-HRTimeline
Sage Financial Management Group, Inc.27,841$1.37M0.51%-2,71113F-HRTimeline
Global Retirement Partners, LLC27,367$1.34M0.04%+5,10313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC27,309$1.34M1.13%-8,33113F-HRTimeline
Creekside Partners27,031$1.33M0.69%+2,57013F-HRTimeline
Kovack Advisors, Inc.26,800$1.31M0.13%+47513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC26,748$1.31M0.31%+1,50213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP26,424$1.3M0.01%-1,59713F-HRTimelineGroup
HTLF Bank26,406$1.3M0.15%+5,30213F-HRTimeline
Applied Capital LLC26,307$1.29M0.66%-27013F-HRTimeline
Trellis Wealth Advisors LLC26,126$1.28M0.64%013F-HRTimeline
Aptus Capital Advisors, LLC25,928$1.27M0.02%-33,24213F-HRTimeline
Marcum Wealth, LLC25,907$1.27M0.11%-1,18913F-HRTimeline
TFB Advisors LLC25,713$1.26M0.36%+1,89613F-HRTimeline
Bank of Marin25,396$1.25M0.99%+53313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP25,389$1.25M0.09%-7,62813F-HRTimeline
Security Financial Services, INC.25,294$1.24M0.25%-42013F-HRTimeline
LifePlan Investment Advisors, Inc.25,240$1.24M0.77%+4,26413F-HRTimeline
LongView Wealth Management25,159$1.23M0.38%+3,85113F-HRTimeline
Glass Jacobson Investment Advisors llc25,041$1.23M0.4%+2,62613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bison Wealth, LLC24,963$1.22M0.15%13F-HRTimeline
ROCKLAND TRUST CO24,858$1.22M0.06%-513F-HRTimeline
Fisher Asset Management, LLC24,818$1.22M<0.01%+13,09013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,010$1.21M0.38%-38,33913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,618$1.21M0.04%+47613F-HRTimelineGroup
FMR LLCin group FMR LLC24,393$1.2M<0.01%+10,35913F-HRTimelineGroup
Jentner Corp24,310$1.19M0.35%-14,19213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,300$1.19M-1,270Timeline
Moors & Cabot, Inc.24,059$1.18M0.06%+1,93413F-HRTimeline
LongView Asset Management LLC23,549$1.16M1.01%13F-HRTimeline
Providence First Trust Co23,469$1.15M0.43%-2,19713F-HRTimeline
Advisory Services Network, LLC23,094$1.13M0.02%+6,73113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC23,088$1.13M0.15%-1,48113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.22,724$1.11M2.21%+51113F-HRTimeline
CHOREO, LLC22,184$1.09M0.02%+89413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,070$1.08M0.08%+6,50613F-HRTimeline
Maia Wealth LLC21,795$1.07M0.23%-8,13813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,612$1.06M<0.01%-16413F-HRTimelineGroup
Uptown Financial Advisors LLC21,595$1.06M1.14%13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP21,459$1.05M0.29%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,343$1.05M0.09%-990,39113F-HRTimeline
MATHER GROUP, LLC.21,142$1.04M0.01%-33713F-HRTimeline
Southland Equity Partners LLC21,109$1.04M0.24%+31513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC21,038$1.03M0.61%-3,23513F-HRTimeline
Foundations Investment Advisors, LLC21,032$1.03M0.02%+1,02513F-HRTimeline
MGO ONE SEVEN LLC20,857$1.02M0.04%+2,12513F-HRTimeline
Maiden Cove Capital, LLC20,770$1.02M0.95%+3,12113F-HRTimeline
Westfuller Advisors, LLC20,758$1.02M0.65%+1,46313F-HRTimeline
Stewardship Advisors, LLC20,603$1.01M0.28%+6,31913F-HRTimeline
Greenspring Advisors, LLC20,599$1.01M0.22%+2,18813F-HRTimeline
SIMON QUICK ADVISORS, LLC20,499$1.01M0.06%-1,21413F-HRTimeline
William Mack & Associates, Inc.20,464$1M1.05%13F-HRTimeline
Qube Research & Technologies Ltd20,388$1M<0.01%new13F-HRTimeline
Thrive Capital Management, LLC20,309$996K0.46%+5,79913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC20,055$984K0.02%+9,81513F-HRTimeline
Ocean Park Asset Management, LLC20,055$984K0.03%+9,81513F-HRTimeline
CW Advisors, LLC20,011$982K0.01%+3,60913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …19,952$979K0.08%new13F-HRTimelineGroup
Curtis Advisory Group, LLC19,890$976K0.26%+4,51713F-HRTimeline
Allworth Financial LP19,912$974K0.01%+3,44413F-HRTimeline
CoreCap Advisors, LLC19,625$963K0.04%+1,51013F-HRTimeline
Gateway Wealth Partners, LLC19,346$949K0.25%+2,93913F-HRTimeline
Allen Mooney & Barnes Investment Adviso…19,097$937K0.16%013F-HRTimeline
Savvy Advisors, Inc.18,867$925K0.11%+24313F-HRTimeline
Mission Creek Capital Partners, Inc.18,797$922K0.2%-82113F-HRTimeline
United Advisor Group, LLC18,775$921K0.18%+5,49313F-HRTimeline
Integrated Wealth Concepts LLC18,684$916K0.01%+75613F-HRTimeline
National Wealth Management Group, LLC18,621$913K0.61%-10,58513F-HRTimeline
Tranquilli Financial Advisor LLC18,577$911K0.58%-9,38813F-HRTimeline
Strategic Blueprint, LLC18,507$908K0.05%+1,54813F-HRTimeline
Foundation Wealth Management, LLC\PA18,507$908K0.44%13F-HRTimeline
Verde Capital Management18,409$903K0.25%+21313F-HRTimeline
NOVEM GROUP18,364$901K0.13%13F-HRTimeline
Endowment Wealth Management, Inc.18,336$899K0.6%+45613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST18,219$894K0.1%-6,90113F-HRTimeline
Compass Ion Advisors, LLC18,065$886K0.11%+1913F-HRTimeline
PFG Investments, LLC17,738$870K0.05%+1,34913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…17,722$869K0.08%-28413F-HR/ATimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC17,638$865K0.22%-11,79213F-HRTimeline
Three Bridge Wealth Advisors, LLC17,392$853K0.3%+17413F-HRTimeline
Summit Financial, LLC17,354$851K0.03%+48513F-HRTimeline
Mallini Complete Financial Planning LLC17,187$843K0.8%13F-HRTimeline
Coston, McIsaac & Partners17,159$841K0.25%+5,36813F-HRTimeline
Greenwich Wealth Management LLC17,018$835K0.06%013F-HRTimeline
Lion Street Advisors, LLC16,967$832K0.27%+36313F-HRTimeline
Kades & Cheifetz LLC16,955$832K0.43%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.16,953$832K0.22%new13F-HRTimeline
Vantage Financial Partners, LLC16,929$830K0.21%-10113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp16,852$827K0.02%+4,81113F-HRTimelineGroup
Waverly Advisors, LLC16,822$825K0.01%-4,91013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,787$823K0.05%+6113F-HRTimelineGroup
Forthright Family Wealth Advisory LLC16,731$821K0.53%-3213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC16,679$818K0.23%+11,62213F-HRTimeline
Meritas Wealth Management, LLC16,644$816K0.49%+3,69013F-HRTimeline
Plancorp, LLC16,581$813K0.03%+44613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…16,496$809K0.11%new13F-HRTimelineGroup
Rossby Financial, LCC16,451$807K0.51%13F-HRTimeline
Bakala Capital LLC16,297$799K4.81%+42313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CURIO WEALTH, LLC16,269$798K0.43%13F-HRTimeline
Continuum Advisory, LLC16,235$796K0.1%-73913F-HRTimeline
Benchmark Wealth Management, LLC16,115$790K0.39%+51613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,970$783K0.04%-1,02913F-HRTimeline
Alteri Wealth LLC15,955$783K0.22%13F-HRTimeline
Affiance Financial, LLC15,868$778K0.19%-1,49313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,862$778K0.03%-2,05213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,731$772K<0.01%-9,13213F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC15,671$769K0.51%+3713F-HRTimeline
Straight Path Wealth Management15,644$767K0.3%+40613F-HRTimeline
BALLAST ADVISORS LLC15,642$767K0.24%+46113F-HRTimeline
Bestgate Wealth Advisors, LLC15,457$758K1.52%13F-HRTimeline
Archer Investment Corp15,428$757K0.2%-40513F-HRTimeline
Lodestone Wealth Management LLC15,360$753K0.38%-2,68813F-HRTimeline
BOK Financial Private Wealth, Inc.15,293$750K0.05%-85913F-HRTimeline
Fort Henry Capital, LLC14,797$726K0.52%+81913F-HRTimeline
Engineers Gate Manager LP14,581$715K0.01%+3,44613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,531$713K0.02%-1,56313F-HRTimeline
EP Wealth Advisors, LLC14,474$710K0.01%-22,08113F-HRTimeline
Worth Asset Management, LLC14,389$706K0.38%+5413F-HRTimeline
American Financial Advisors, LLC14,310$702K0.1%-7913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,269$700K0.02%+2,74813F-HRTimeline
Wealth Group, Ltd.14,186$696K0.45%+1,86013F-HRTimeline
Cook Wealth, LLC14,148$692K0.32%+1,25713F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,091$691K0.03%+1,19013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV13,822$678K0.26%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …13,887$674K0.04%+5613F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC13,576$666K0.08%-7,09713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.13,338$654K0.46%-8,42113F-HRTimeline
WEDBUSH SECURITIES INC13,337$654K0.02%-2,11213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,285$652K0.01%-47613F-HRTimelineGroup
SHAYNE & JACOBS, LLC13,190$647K0.17%013F-HRTimeline
Stonekeep Investments, LLC13,152$645K0.48%-62813F-HRTimeline
Allodium Investment Consultants, LLC13,058$641K0.53%13F-HRTimeline
Etesian Wealth Advisors, Inc.12,986$637K0.28%-5,47013F-HRTimeline
Root Financial Partners, LLC12,957$636K0.08%+3,15013F-HRTimeline
FAGAN ASSOCIATES, INC.12,907$633K0.1%+23313F-HRTimeline
Global Wealth Management Investment Adv…12,837$630K0.13%+54613F-HRTimeline
SilverOak Wealth Management LLC12,813$628K0.14%+51913F-HRTimeline
SeaCrest Wealth Management, LLC12,598$618K0.06%+1,68313F-HRTimeline
L.K. Benson & Company, P.C.12,442$610K0.43%13F-HRTimeline
Vermillion Wealth Management, Inc.12,423$609K0.31%13F-HRTimeline
Wealthstream Advisors, Inc.12,201$598K0.11%+45113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC12,151$596K0.01%-1,41813F-HRTimeline
RCS Financial Planning, LLC11,981$588K0.31%+5,13113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,054$588K<0.01%-1,61013F-HRTimelineGroup
NAPA WEALTH MANAGEMENT11,951$586K0.25%-12,13713F-HRTimeline
Simmons Bankin group Simmons Bank11,947$586K0.04%-21113F-HRTimelineGroup
IHT Wealth Management, LLC11,760$577K0.02%-11,11413F-HRTimeline
Kelly Financial Services LLC11,653$572K0.21%-8,90613F-HR/ATimeline
STAGE HARBOR FINANCIAL, LLC11,635$571K0.5%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC11,621$570K0.04%-78113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,593$569K+18Timeline
Main Street Financial Solutions, LLC11,387$559K0.06%-73413F-HRTimeline
Upper Left Wealth Management, LLC11,360$557K0.48%-32113F-HRTimeline
PRIVATE MANAGEMENT GROUP INC11,315$555K0.02%013F-HRTimeline
RFP Financial Group LLC11,287$554K0.22%+29313F-HRTimeline
GUIDANCE CAPITAL, INC11,205$548K0.17%+3113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,097$544K0.01%-18,12613F-HRTimelineGroup
Financial Advocates Investment Manageme…11,087$544K0.03%+1,33213F-HRTimeline
SG Americas Securities, LLC11,031$541K<0.01%new13F-HRTimeline
Everest Private Wealth10,882$534K0.47%13F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,775$528K0.39%-5213F-HRTimeline
Snowden Capital Advisors LLC10,765$528K0.02%-52913F-HRTimeline
Arete Wealth Advisors, LLC10,749$527K0.04%+5,48713F-HRTimeline
Talon Private Wealth, LLC10,625$521K0.11%+10,60613F-HR/ATimeline
IFP Advisors, Inc10,606$520K0.02%+9613F-HRTimeline
Elk River Wealth Management LLC10,589$519K0.09%013F-HRTimeline
TrueWealth Advisors, LLC10,537$517K0.17%-12813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,492$516K0.09%+67313F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,454$513K0.01%new13F-HRTimeline
WMS Partners, LLC10,424$511K0.03%-6,83413F-HRTimeline
Centered Wealth LLC dba Miller Equity C…10,420$511K0.19%013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV10,408$510K0.03%13F-HR/ATimeline
Fermata Advisors, LLC10,407$510K0.1%-4,23613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,380$509K0.04%+25113F-HRTimeline
Trivium Point Advisory, LLC10,376$509K0.06%+2,13613F-HRTimeline
Regal Investment Advisors LLC10,361$508K0.04%-21913F-HRTimeline
Old Mission Investment Co LLC10,335$507K0.15%-134,13513F-HRTimeline
American Investment Services, Inc.10,213$501K0.09%+3,26813F-HR/ATimeline
XY Planning Network, Inc.10,170$499K0.37%13F-HRTimeline
FINANCIAL CONSULATE, INC10,048$493K0.13%013F-HRTimeline
Clearstead Advisors, LLC9,904$486K0.01%-37,59513F-HRTimeline
Verity Asset Management, Inc.9,882$483K0.27%-1,94213F-HRTimeline
Murphy & Mullick Capital Management Corp9,842$483K0.44%13F-HRTimeline
Wilmington Savings Fund Society, FSB9,823$482K0.01%-1,64913F-HRTimeline
TD Waterhouse Canada Inc.9,723$477K<0.01%+14613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC9,618$472K0.14%+2,86813F-HRTimeline
First Pacific Financial9,577$470K0.11%+24913F-HRTimeline
Oregon Pacific Wealth Management, LLC9,538$468K0.46%13F-HRTimeline
Soltis Investment Advisors LLC9,525$467K0.04%+4,40413F-HRTimeline
Five Oceans Advisors9,445$463K0.21%-1713F-HRTimeline
Focus Financial Network, Inc.9,317$457K0.02%-2,42513F-HRTimeline
Orgel Wealth Management, LLC9,243$453K0.01%new13F-HRTimeline
Merit Financial Group, LLC9,198$451K0.01%+1,30113F-HRTimeline