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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

925 managers (934 13F filers) reported a position in BNDX shares at 2025-03-31, 731,412,870 shares in all. 94 filers opened a position and 86 filers sold out during the quarter.

Managers
925
13F filers
934
New
94
Added
418
Reduced
333
Sold out
86
Shares held by filers
731,412,870

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Creekside Partners28,396$1.39M0.73%+1,36513F-HRTimeline
LifePlan Investment Advisors, Inc.28,360$1.38M0.8%+3,12013F-HRTimeline
WEALTH ALLIANCE, LLC28,254$1.38M0.17%-4,63913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC28,163$1.37M0.31%+1,41513F-HRTimeline
SageView Advisory Group, LLC28,143$1.37M0.06%-2,67013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,032$1.37M0.02%-1,37613F-HRTimelineGroup
Kovack Advisors, Inc.27,524$1.34M0.14%+72413F-HRTimeline
JT Stratford LLC27,432$1.34M0.24%-1,06513F-HRTimeline
LAM GROUP, INC.27,165$1.33M0.98%-37,48013F-HRTimeline
FSA Advisors, Inc.27,135$1.32M1.05%+20,57113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,970$1.32M0.04%+2,35213F-HRTimelineGroup
Greenspring Advisors, LLC26,903$1.31M0.31%+6,30413F-HRTimeline
Caliber Wealth Management, LLC / KS26,747$1.31M0.18%13F-HRTimeline
Marcum Wealth, LLC26,340$1.29M0.11%+43313F-HRTimeline
Robertson Stephens Wealth Management, L…25,875$1.26M0.05%new13F-HRTimeline
Trellis Wealth Advisors LLC25,715$1.26M0.61%-41113F-HRTimeline
TFB Advisors LLC25,452$1.24M0.36%-26113F-HRTimeline
Engineers Gate Manager LP25,419$1.24M0.02%+10,83813F-HRTimeline
LongView Wealth Management25,366$1.24M0.37%+20713F-HRTimeline
Glass Jacobson Investment Advisors llc25,041$1.23M0.4%013F-HRTimeline
Alteri Wealth LLC24,819$1.21M0.53%+8,86413F-HRTimeline
FMR LLCin group FMR LLC24,452$1.19M<0.01%+5913F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.24,408$1.19M0.21%-5,37513F-HRTimeline
Maia Wealth LLC24,133$1.18M0.27%+2,33813F-HRTimeline
Foundations Investment Advisors, LLC24,160$1.18M0.02%+3,12813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,074$1.18M-226Timeline
Beacon Pointe Advisors, LLC24,051$1.17M0.01%-30,39813F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.24,035$1.17M2.33%+1,31113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.23,905$1.17M0.3%+6,95213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,874$1.17M0.1%+2,53113F-HRTimeline
Aptus Capital Advisors, LLC23,741$1.16M0.01%-2,18713F-HRTimeline
Allegiance Financial Group Advisory Ser…23,657$1.15M0.35%-4,81213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC23,476$1.15M0.77%+7,80513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,432$1.14M0.01%-9,60813F-HRTimelineGroup
Joel Isaacson & Co., LLC23,226$1.13M0.05%new13F-HRTimeline
United Advisor Group, LLC23,199$1.13M0.23%+4,42413F-HRTimeline
Stewardship Advisors, LLC22,885$1.12M0.3%+2,28213F-HRTimeline
MGO ONE SEVEN LLC22,847$1.12M0.04%+1,99013F-HRTimeline
Holos Integrated Wealth LLC22,765$1.11M0.73%-82,89613F-HRTimeline
Uptown Financial Advisors LLC22,537$1.1M1.14%+94213F-HRTimeline
Bison Wealth, LLC22,395$1.09M0.1%-2,56813F-HRTimeline
LANARK FINANCIAL, INC.22,110$1.08M0.09%+22,08813F-HRTimeline
Allworth Financial LP21,773$1.08M0.01%+1,86113F-HRTimeline
Gateway Wealth Partners, LLC21,753$1.06M0.24%+2,40713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP21,702$1.06M0.3%+24313F-HRTimelineGroup
Meritas Wealth Management, LLC21,596$1.05M0.62%+4,95213F-HRTimeline
MATHER GROUP, LLC.21,462$1.05M0.01%+32013F-HRTimeline
XY Planning Network, Inc.21,416$1.05M0.7%+11,24613F-HRTimeline
Coston, McIsaac & Partners21,283$1.04M0.3%+4,12413F-HRTimeline
Southland Equity Partners LLC20,809$1.02M0.24%-30013F-HRTimeline
Confluence Wealth Services, Inc.20,515$1.01M0.06%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,664$1.01M0.08%-4,72513F-HRTimeline
NOVEM GROUP20,633$1.01M0.14%+2,26913F-HRTimeline
William Mack & Associates, Inc.20,571$1M0.86%+10713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,300$991K0.09%-1,77013F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …19,986$988K0.06%+6,09913F-HRTimelineGroup
Mission Creek Capital Partners, Inc.20,220$987K0.24%+1,42313F-HRTimeline
Westfuller Advisors, LLC20,109$982K0.66%-64913F-HRTimeline
Jentner Corp20,099$981K0.29%-4,21113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,004$977K0.13%-3,08413F-HRTimeline
CHOREO, LLC19,957$974K0.02%-2,22713F-HRTimeline
ROCKLAND TRUST CO19,885$971K0.05%-4,97313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …19,802$967K0.06%-15013F-HRTimelineGroup
Wealthspire Retirement, LLC19,574$956K0.08%-19,60513F-HRTimeline
Tranquilli Financial Advisor LLC19,558$955K0.6%+98113F-HRTimeline
Bakala Capital LLC19,504$952K5.46%+3,20713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Diversified Enterprises, LLC19,273$941K0.08%new13F-HRTimeline
PFG Investments, LLC19,230$939K0.06%+1,49213F-HRTimeline
Allen Mooney & Barnes Investment Adviso…19,097$932K0.15%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC19,053$930K<0.01%new13F-HR/ATimelineGroup
B.O.S.S. Retirement Advisors, LLC19,000$928K0.27%+2,32113F-HRTimeline
CoreCap Advisors, LLC18,995$927K0.04%-63013F-HRTimeline
Endowment Wealth Management, Inc.18,974$926K0.6%+63813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC18,742$915K0.53%-2,29613F-HRTimeline
Savvy Advisors, Inc.18,606$908K0.09%-26113F-HRTimeline
New Republic Capital, LLC18,552$906K0.39%new13F-HRTimeline
Clearstead Trust, LLC18,505$903K0.2%new13F-HRTimeline
Mallini Complete Financial Planning LLC18,324$895K0.85%+1,13713F-HRTimeline
National Wealth Management Group, LLC17,916$875K0.58%-70513F-HRTimeline
Verde Capital Management17,898$874K0.25%-51113F-HRTimeline
Qube Research & Technologies Ltd17,896$874K<0.01%-2,49213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …17,861$872K0.11%new13F-HRTimelineGroup
Advisory Services Network, LLC17,831$871K0.02%-5,26313F-HRTimeline
Fort Henry Capital, LLC17,472$853K0.61%+2,67513F-HRTimeline
Three Bridge Wealth Advisors, LLC17,466$853K0.3%+7413F-HRTimeline
Compass Ion Advisors, LLC17,411$850K0.1%-65413F-HRTimeline
SIMON QUICK ADVISORS, LLC17,175$838K0.05%-3,32413F-HRTimeline
Waverly Advisors, LLC17,155$838K0.01%+33313F-HRTimeline
Greenwich Wealth Management LLC17,018$831K0.06%013F-HRTimeline
Vantage Financial Partners, LLC16,943$827K0.21%+1413F-HRTimeline
Strategic Blueprint, LLC16,832$822K0.04%-1,67513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC16,817$821K0.01%-3,23813F-HRTimeline
Ocean Park Asset Management, LLC16,817$821K0.03%-3,23813F-HRTimeline
Plancorp, LLC16,742$817K0.03%+16113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,728$817K0.03%+86613F-HRTimelineGroup
Moors & Cabot, Inc.16,642$812K0.04%-7,41713F-HRTimeline
Patriot Financial Group Insurance Agenc…16,544$808K0.11%+8,30413F-HRTimeline
Stonekeep Investments, LLC16,252$793K0.59%+3,10013F-HRTimeline
WEDBUSH SECURITIES INC16,190$790K0.03%+2,85313F-HRTimeline
Integrated Wealth Concepts LLC16,170$789K0.01%-2,51413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…16,160$789K0.13%-33613F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.16,118$787K0.33%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…16,079$785K0.09%-1,64313F-HR/ATimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.15,972$780K0.04%+213F-HRTimeline
Straight Path Wealth Management15,791$771K0.31%+14713F-HRTimeline
Inscription Capital, LLC15,508$763K0.13%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,580$761K<0.01%-15113F-HRTimelineGroup
WORLD EQUITY GROUP, INC.15,556$760K0.22%-12,56813F-HRTimeline
Archer Investment Corp15,503$757K0.2%+7513F-HRTimeline
BALLAST ADVISORS LLC15,369$750K0.24%-27313F-HRTimeline
Lion Street Advisors, LLC15,319$748K0.24%-1,64813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,225$745K<0.01%+3,17113F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments15,222$743K0.05%-1,56513F-HRTimelineGroup
Cook Wealth, LLC14,948$738K0.36%+80013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC14,979$731K0.19%+5,36113F-HRTimeline
Allodium Investment Consultants, LLC14,902$728K0.54%+1,84413F-HRTimeline
Continuum Advisory, LLC14,872$726K0.09%-1,36313F-HRTimeline
Wealth Group, Ltd.14,845$725K0.47%+65913F-HRTimeline
FSM Wealth Advisors, LLC14,779$722K0.16%+8,86513F-HRTimeline
Cresset Asset Management, LLC14,451$705K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC14,442$705K0.38%-91813F-HRTimeline
American Financial Advisors, LLC14,048$686K0.1%-26213F-HRTimeline
BOK Financial Private Wealth, Inc.13,942$681K0.05%-1,35113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV13,822$680K0.36%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,851$676K0.01%+56613F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC13,850$676K0.6%+7,79713F-HRTimeline
Forthright Family Wealth Advisory LLC13,826$675K0.45%-2,90513F-HRTimeline
FIRST MERCHANTS CORP13,800$674K0.03%-97,13813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,761$672K0.01%+2,66413F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC13,705$669K0.08%+12913F-HRTimeline
Hennion & Walsh Asset Management, Inc.13,607$664K0.03%-48413F-HRTimeline
PACIFIC FINANCIAL GROUP INC13,605$664K0.54%+2,83013F-HRTimeline
LongView Asset Management LLC13,541$661K0.57%-10,00813F-HRTimeline
Curtis Advisory Group, LLC13,464$657K0.19%-6,42613F-HRTimeline
IFP Advisors, Inc13,336$651K0.02%+2,73013F-HRTimeline
HB Wealth Management, LLC13,211$645K0.01%new13F-HRTimeline
SHAYNE & JACOBS, LLC13,190$644K0.16%013F-HRTimeline
Heartwood Wealth Advisors LLC13,178$643K0.07%new13F-HRTimeline
Sound Income Strategies, LLC13,172$643K0.04%+10,91513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC13,163$642K0.12%+4,75313F-HRTimeline
PITCAIRN COin group PITCAIRN CO13,000$635K0.04%new13F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.12,941$632K0.48%-39713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC12,921$631K0.18%-4,71713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp12,836$627K0.02%-4,01613F-HRTimelineGroup
Global Wealth Management Investment Adv…12,699$620K0.12%-13813F-HRTimeline
Thrive Capital Management, LLC12,648$617K0.37%-7,66113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,611$616K<0.01%-16,80213F-HRTimelineGroup
Chicago Capital, LLC12,547$613K0.02%new13F-HRTimeline
SeaCrest Wealth Management, LLC12,402$605K0.07%-19613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,300$600K0.01%+3,97513F-HRTimelineGroup
Wealthstream Advisors, Inc.12,231$597K0.11%+3013F-HRTimeline
SilverOak Wealth Management LLC12,229$597K0.13%-58413F-HRTimeline
L.K. Benson & Company, P.C.12,196$595K0.41%-24613F-HRTimeline
Foundation Wealth Management, LLC\PA12,165$594K0.28%-6,34213F-HRTimeline
GUIDANCE CAPITAL, INC11,885$585K0.18%+68013F-HRTimeline
Wilmington Savings Fund Society, FSB11,850$579K0.01%+2,02713F-HRTimeline
FAGAN ASSOCIATES, INC.11,835$578K0.1%-1,07213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,726$572K+133Timeline
STAGE HARBOR FINANCIAL, LLC11,683$570K0.48%+4813F-HRTimeline
Cassaday & Co Wealth Management LLC11,540$563K0.02%new13F-HRTimeline
Vermillion Wealth Management, Inc.11,508$562K0.16%-91513F-HRTimeline
Simmons Bankin group Simmons Bank11,396$556K0.04%-55113F-HRTimelineGroup
RFP Financial Group LLC11,333$553K0.22%+4613F-HRTimeline
PRIVATE MANAGEMENT GROUP INC11,315$552K0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,314$552K0.02%-3,21713F-HRTimeline
JFS WEALTH ADVISORS, LLC11,099$542K0.04%-52213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,964$536K0.1%+47213F-HR/ATimeline
Root Financial Partners, LLC10,949$535K0.06%-2,00813F-HRTimeline
CALTON & ASSOCIATES, INC.10,942$534K0.12%new13F-HR/ATimeline
Everest Private Wealth10,882$531K0.48%013F-HRTimeline
SYON CAPITAL LLC10,802$527K0.04%+5,00213F-HRTimeline
Essential Planning, LLC.10,789$527K0.21%-609,08713F-HRTimeline
RCS Financial Planning, LLC10,778$526K0.28%-1,20313F-HRTimeline
Main Street Financial Solutions, LLC10,728$524K0.05%-65913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV10,592$521K0.23%+18413F-HR/ATimeline
Elk River Wealth Management LLC10,589$517K0.1%013F-HRTimeline
FINANCIAL CONSULATE, INC10,526$514K0.13%+47813F-HRTimeline
Arete Wealth Advisors, LLC10,498$512K0.04%-25113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,418$509K0.04%+3813F-HRTimeline
Ridgewood Investments LLC10,364$506K0.24%+3,75013F-HRTimeline
Old Mission Investment Co LLC10,345$505K0.15%+1013F-HRTimeline
Coastline Trust Co10,342$505K0.06%+1,68313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Independent Advisor Alliance10,333$504K0.02%-45,13613F-HRTimeline
CIBC WORLD MARKET INC.10,306$503K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,203$498K0.01%-4,06613F-HRTimeline
Advyzon Investment Management, LLC10,112$494K0.17%+1,67813F-HRTimeline
Summit Financial, LLC10,062$491K0.01%-7,29213F-HRTimeline
Buck Wealth Strategies, LLC9,932$485K0.09%new13F-HRTimeline
Sloy Dahl & Holst, LLC9,904$484K0.08%+1,05613F-HRTimeline
Trivium Point Advisory, LLC9,836$480K0.06%-54013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC9,813$479K0.13%+1,02613F-HRTimelineGroup
Gibraltar Capital Management, Inc.9,735$475K0.1%new13F-HRTimeline
Talon Private Wealth, LLC9,725$475K0.06%-90013F-HRTimeline
EP Wealth Advisors, LLC9,722$475K<0.01%-4,75213F-HRTimeline
N.E.W. Advisory Services LLC9,712$474K0.04%+80613F-HRTimeline
TD Waterhouse Canada Inc.9,628$470K<0.01%-9513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC9,599$469K0.02%+5,06413F-HRTimelineGroup
Fiduciary Alliance LLC9,573$467K0.05%-52,86213F-HRTimeline
Soltis Investment Advisors LLC9,476$463K0.04%-4913F-HRTimeline
IVC Wealth Advisors LLC9,432$460K0.25%+57913F-HRTimeline