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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

979 managers (990 13F filers) reported a position in BNDX shares at 2025-06-30, 777,369,357 shares in all. 117 filers opened a position and 73 filers sold out during the quarter.

Managers
979
13F filers
990
New
117
Added
472
Reduced
300
Sold out
73
Shares held by filers
777,369,357

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WMG Financial Advisors, LLC36,365$1.8M0.67%-74113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…35,956$1.78M0.16%-3,87113F-HRTimelineGroup
GWN SECURITIES INC.35,486$1.76M0.33%-22,91613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC35,549$1.76M0.35%+7,38613F-HRTimeline
Koshinski Asset Management, Inc.35,128$1.74M0.13%-1,38513F-HRTimeline
Towerpoint Wealth, LLC34,661$1.72M0.76%-8,30713F-HRTimeline
Sage Financial Management Group, Inc.34,655$1.72M0.59%+4,29213F-HRTimeline
Claro Advisors Inc.34,550$1.71M0.28%new13F-HRTimeline
Engineers Gate Manager LP34,502$1.71M0.02%+9,08313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC34,019$1.68M0.42%+15,01913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP33,931$1.68M0.02%new13F-HRTimeline
Skyline Advisors, Inc.33,218$1.64M0.61%-46013F-HRTimeline
Thrive Capital Management, LLC33,198$1.64M0.51%+20,55013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,033$1.64M0.06%+6,06313F-HRTimelineGroup
Aspen Wealth Management LLC32,892$1.63M0.4%-56,49513F-HRTimeline
Global Financial Private Client, LLC32,795$1.62M0.61%-7613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC32,600$1.61M0.81%+83613F-HRTimeline
Charis Legacy Partners, LLC32,270$1.6M2.63%+82613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC32,109$1.59M0.44%+1,51813F-HRTimelineGroup
Dynamic Wealth Strategies, LLC32,064$1.59M1.14%+20613F-HRTimeline
Parkworth Wealth Management, Inc.31,930$1.58M1.14%+1,15013F-HRTimeline
Westside Investment Management, Inc.31,863$1.58M0.29%-20313F-HRTimeline
Bragg Financial Advisors, Inc31,777$1.57M0.06%+1,04513F-HRTimeline
Cypress Wealth Services, LLC31,774$1.57M0.28%+26,65713F-HRTimeline
SAX WEALTH ADVISORS, LLC31,279$1.55M0.09%-3,31113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,024$1.54M0.02%+2,99213F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC30,819$1.53M0.37%+71913F-HRTimeline
North Star Investment Management Corp.30,806$1.53M0.11%-1,11613F-HRTimeline
REAP Financial Group, LLC30,455$1.51M0.35%-2,61713F-HRTimeline
Certus Wealth Management, LLC29,989$1.48M0.96%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,832$1.48M<0.01%-104,17313F-HR/ATimelineGroup
Kovack Advisors, Inc.29,549$1.46M0.14%+2,02513F-HRTimeline
SageView Advisory Group, LLC29,654$1.46M0.06%+1,51113F-HRTimeline
Kings Path Partners LLC29,419$1.46M0.59%-42,70813F-HRTimeline
LifePlan Investment Advisors, Inc.29,347$1.45M0.72%+98713F-HRTimeline
Investments & Financial Planning, LLC29,207$1.45M0.83%-2,43113F-HRTimeline
WEALTH ALLIANCE, LLC29,151$1.44M0.16%+89713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …28,879$1.43M0.1%+9,07713F-HRTimelineGroup
Creekside Partners28,523$1.41M0.67%+12713F-HRTimeline
Invst, LLC28,389$1.41M0.18%-64,02913F-HRTimeline
VestGen Investment Management28,113$1.39M1%-5,05913F-HRTimeline
Quadrant Private Wealth Management, LLC28,077$1.39M0.29%new13F-HRTimeline
JFG Wealth Management, LLC27,671$1.37M0.29%-2,16313F-HRTimeline
JT Stratford LLC27,644$1.37M0.21%+21213F-HRTimeline
Sharkey, Howes & Javer27,461$1.36M0.18%new13F-HRTimeline
Tranquilli Financial Advisor LLC27,453$1.36M0.84%+7,89513F-HRTimeline
Global Retirement Partners, LLC27,433$1.36M0.03%13F-HRTimeline
TFB Advisors LLC26,733$1.32M0.35%+1,28113F-HRTimeline
Wealthspire Advisors, LLC26,563$1.32M0.01%-3,34013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC26,480$1.31M<0.01%+10,90013F-HRTimelineGroup
Alteri Wealth LLC26,240$1.3M0.5%+1,42113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC25,924$1.28M0.02%+9,10713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,903$1.28M<0.01%-4,01913F-HRTimeline
Trellis Wealth Advisors LLC25,882$1.28M0.56%+16713F-HRTimeline
Leo Wealth, LLC26,449$1.28M0.1%+20,04313F-HRTimeline
Summit X, LLC25,716$1.27M0.24%new13F-HRTimeline
Bank of Marin25,234$1.25M0.94%new13F-HRTimeline
FSA Advisors, Inc.25,177$1.25M1.01%-1,95813F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.25,834$1.24M0.71%13F-HRTimeline
Beacon Pointe Advisors, LLC24,781$1.23M0.01%+73013F-HRTimeline
LongView Wealth Management24,554$1.22M0.37%-81213F-HRTimeline
Allodium Investment Consultants, LLC24,313$1.2M0.76%+9,41113F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC24,243$1.2M0.74%+76713F-HRTimeline
Onyx Bridge Wealth Group LLC24,113$1.19M0.16%+17,28313F-HRTimeline
Allworth Financial LP24,034$1.19M0.01%+2,26113F-HRTimeline
Maia Wealth LLC23,850$1.18M0.22%-28313F-HRTimeline
Carter Financial Group, INC.23,825$1.18M0.77%13F-HRTimeline
Aptus Capital Advisors, LLC23,687$1.17M0.01%-5413F-HRTimeline
MGO ONE SEVEN LLC23,681$1.17M0.04%+83413F-HRTimeline
Stewardship Advisors, LLC23,604$1.17M0.3%+71913F-HRTimeline
NOVEM GROUP23,405$1.16M0.15%+2,77213F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.23,347$1.16M2.08%-68813F-HRTimeline
Foundations Investment Advisors, LLC23,236$1.15M0.02%-92413F-HRTimeline
Joel Isaacson & Co., LLC23,096$1.14M0.05%-13013F-HRTimeline
Uptown Financial Advisors LLC23,050$1.14M1.06%+51313F-HRTimeline
Meritas Wealth Management, LLC22,653$1.12M0.62%+1,05713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP22,612$1.12M0.3%+91013F-HRTimelineGroup
Equita Financial Network, Inc.22,414$1.11M0.44%-11,69213F-HRTimeline
Caliber Wealth Management, LLC / KS22,380$1.11M0.12%-4,36713F-HRTimeline
Coston, McIsaac & Partners22,285$1.1M0.29%+1,00213F-HRTimeline
Johnson Financial Group, LLC22,178$1.1M0.1%-11,40913F-HRTimeline
Glass Jacobson Investment Advisors llc22,114$1.09M0.42%-2,92713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …22,009$1.09M<0.01%-11,54613F-HRTimelineGroup
Parallel Advisors, LLC21,950$1.09M0.02%+17,14813F-HRTimeline
5T Wealth, LLC21,763$1.08M0.55%new13F-HRTimeline
HM PAYSON & CO21,477$1.06M0.02%new13F-HRTimeline
Southland Equity Partners LLC21,402$1.06M0.23%+59313F-HRTimeline
Gateway Wealth Partners, LLC21,187$1.05M0.2%-56613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding20,787$1.03M-14,883Timeline
William Mack & Associates, Inc.20,571$1.02M0.65%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,552$1.02M0.01%-2,88013F-HRTimelineGroup
Confluence Wealth Services, Inc.20,256$1M0.05%-25913F-HRTimeline
Qube Research & Technologies Ltd20,207$1M<0.01%+2,31113F-HRTimeline
Bison Wealth, LLC20,185$999K0.08%-2,21013F-HRTimeline
Mallini Complete Financial Planning LLC20,117$996K1.26%+1,79313F-HRTimeline
Westfuller Advisors, LLC20,110$996K0.57%+113F-HRTimeline
Mission Creek Capital Partners, Inc.20,097$995K0.22%-12313F-HRTimeline
MAYPORT, LLC20,081$994K0.24%new13F-HRTimeline
Stonekeep Investments, LLC19,785$980K0.66%+3,53313F-HRTimeline
Horst & Graben Wealth Management LLC19,778$979K0.16%new13F-HRTimeline
CoreCap Advisors, LLC19,628$972K0.04%+63313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,443$963K0.04%+2,71513F-HRTimelineGroup
SYON CAPITAL LLC19,257$953K0.06%+8,45513F-HRTimeline
Simplicity Wealth,LLC19,180$950K0.04%+14,60413F-HRTimeline
Allen Mooney & Barnes Investment Adviso…19,097$945K0.16%013F-HRTimeline
Occidental Asset Management, LLC19,095$945K0.13%+9,69713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,035$942K0.07%-1,26513F-HRTimeline
MATHER GROUP, LLC.18,966$939K0.01%-2,49613F-HRTimeline
LAM GROUP, INC.18,910$936K0.63%-8,25513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC18,770$930K0.47%+2813F-HRTimeline
Summit Financial, LLC18,775$930K0.02%+8,71313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC18,744$928K0.12%-1,26013F-HRTimeline
Bakala Capital LLC18,718$927K5.32%-78613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Savvy Advisors, Inc.18,640$923K0.06%+3413F-HRTimeline
PFG Investments, LLC18,631$922K0.05%-59913F-HRTimeline
Clearstead Trust, LLC18,558$919K0.17%+5313F-HRTimeline
BIRCH FINANCIAL GROUP, LLC18,477$915K0.73%+4,62713F-HRTimeline
Endowment Wealth Management, Inc.18,475$915K0.47%-49913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18,450$913K0.01%+4,68913F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC18,440$913K0.71%+4,83513F-HRTimeline
ASPIRIANT, LLC18,413$912K0.03%new13F-HRTimeline
Advisory Services Network, LLC18,241$900K0.01%+41013F-HRTimeline
WealthTrak Capital Management LLC18,107$896K0.75%+15,55013F-HRTimeline
Trinity Wealth Management, LLC17,888$886K0.35%+9,70413F-HRTimeline
Fort Henry Capital, LLC17,819$882K0.59%+34713F-HRTimeline
Moors & Cabot, Inc.17,769$880K0.04%+1,12713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.17,654$874K0.04%+1,68213F-HRTimeline
Compass Ion Advisors, LLC17,488$866K0.09%+7713F-HRTimeline
Allegiance Financial Group Advisory Ser…17,402$862K0.23%-6,25513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO17,243$854K0.01%-13,99613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,229$853K0.02%+5,91513F-HRTimeline
IFP Advisors, Inc17,227$853K0.02%+3,89113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…17,171$850K0.09%+1,09213F-HR/ATimelineGroup
Verde Capital Management17,131$848K0.21%-76713F-HRTimeline
Greenwich Wealth Management LLC17,018$843K0.04%013F-HRTimeline
Diversified Enterprises, LLC17,013$842K0.06%-2,26013F-HRTimeline
Acorn Wealth Advisors, LLC16,894$836K0.31%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,884$836K0.01%+4,58413F-HRTimelineGroup
Plancorp, LLC16,845$834K0.03%+10313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC16,715$828K0.09%+3,01013F-HRTimeline
Ocean Park Asset Management, LLC16,817$821K0.03%013F-HRTimeline
Buck Wealth Strategies, LLC16,494$817K0.12%+6,56213F-HRTimeline
Continuum Advisory, LLC16,439$814K0.1%+1,56713F-HRTimeline
Evanson Asset Management, LLC16,324$808K0.05%+10,16613F-HRTimeline
Three Bridge Wealth Advisors, LLC16,312$808K0.21%-1,15413F-HRTimeline
FSM Wealth Advisors, LLC16,353$806K0.13%+1,57413F-HRTimeline
CURIO WEALTH, LLC16,182$801K0.35%+16,16913F-HRTimeline
BALLAST ADVISORS LLC16,008$793K0.23%+63913F-HRTimeline
Rehmann Capital Advisory Group15,959$790K0.05%-106,64813F-HRTimeline
New Insight Wealth Advisors15,922$788K0.32%new13F-HRTimeline
Straight Path Wealth Management15,893$787K0.27%+10213F-HRTimeline
Lion Street Advisors, LLC15,837$784K0.24%+51813F-HRTimeline
National Wealth Management Group, LLC15,771$781K0.44%-2,14513F-HRTimeline
ROCKLAND TRUST CO15,552$770K0.04%-4,33313F-HRTimeline
Wescott Financial Advisory Group, LLC15,533$769K0.07%new13F-HRTimeline
BOK Financial Private Wealth, Inc.15,387$762K0.05%+1,44513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,239$754K0.04%+1713F-HRTimelineGroup
Vawter Financial, Ltd.15,153$750K8.47%-224,64113F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC15,097$747K0.02%+6,68613F-HRTimeline
JFS WEALTH ADVISORS, LLC14,882$737K0.05%+3,78313F-HRTimeline
Archer Investment Corp14,782$732K0.17%-72113F-HRTimeline
L.K. Benson & Company, P.C.14,611$723K0.44%+2,41513F-HRTimeline
Darden Wealth Group Inc14,539$720K0.43%+8,86613F-HRTimeline
Avid Wealth Partners LLC14,510$718K0.41%new13F-HRTimeline
PFC CAPITAL GROUP, INC.14,410$713K0.33%+8,33913F-HRTimeline
Waverly Advisors, LLC14,308$708K0.01%-2,84713F-HRTimeline
SVB WEALTH LLC14,236$705K0.04%+11,12613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,200$703K0.06%-9,67413F-HRTimeline
WORLD EQUITY GROUP, INC.14,065$696K0.19%-1,49113F-HRTimeline
WEDBUSH SECURITIES INC13,978$692K0.02%-2,21213F-HRTimeline
American Financial Advisors, LLC13,753$681K0.1%-29513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,720$676K-6,266Timeline
Hennion & Walsh Asset Management, Inc.13,649$676K0.03%+4213F-HRTimeline
SeaCrest Wealth Management, LLC13,570$672K0.07%+1,16813F-HRTimeline
Curtis Advisory Group, LLC13,547$671K0.17%+8313F-HRTimeline
Ridgewood Investments LLC13,500$668K0.29%+3,13613F-HRTimeline
Inscription Capital, LLC13,487$668K0.1%-2,02113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,478$667K0.01%-37313F-HRTimelineGroup
Lodestone Wealth Management LLC13,317$659K0.32%-1,12513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors13,269$657K0.1%+11,53513F-HRTimelineGroup
SHAYNE & JACOBS, LLC13,190$653K0.22%013F-HRTimeline
Heartwood Wealth Advisors LLC13,178$652K0.07%013F-HRTimeline
Sound Income Strategies, LLC13,155$651K0.04%-1713F-HRTimeline
Talon Private Wealth, LLC13,060$647K0.09%+3,33513F-HRTimeline
Essential Planning, LLC.12,812$634K0.24%+2,02313F-HRTimeline
Arete Wealth Advisors, LLC12,703$629K0.04%+2,20513F-HRTimeline
EQ LLC12,626$625K0.24%new13F-HRTimeline
Independent Advisor Alliance12,442$616K0.02%+2,10913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC12,432$616K0.13%+2,61913F-HRTimelineGroup
GUIDANCE CAPITAL, INC12,447$615K0.18%+56213F-HRTimeline
BEAM WEALTH ADVISORS, INC.12,419$615K0.18%new13F-HRTimeline
Arkadios Wealth Advisors12,410$614K0.02%+5,01613F-HRTimeline
Main Street Financial Solutions, LLC12,401$614K0.04%+1,67313F-HRTimeline
Chicago Capital, LLC12,295$609K0.02%-25213F-HRTimeline
Global Wealth Management Investment Adv…12,279$608K0.11%-42013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.12,260$607K0.41%-68113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC12,229$605K0.07%+5,67813F-HRTimelineGroup
Foundation Wealth Management, LLC\PA12,165$602K0.26%013F-HRTimeline
EWA, LLC12,110$600K0.19%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,083$598K0.08%-4,07713F-HRTimelineGroup