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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

984 managers (994 13F filers) reported a position in BNDX shares at 2025-09-30, 795,615,398 shares in all. 80 filers opened a position and 68 filers sold out during the quarter.

Managers
984
13F filers
994
New
80
Added
526
Reduced
279
Sold out
68
Shares held by filers
795,615,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Spectrum Planning & Advisory Services I…35,201$1.74M0.98%-1,17013F-HRTimeline
LifePlan Investment Advisors, Inc.34,969$1.73M0.73%+5,62213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management34,909$1.73M0.06%+1,87613F-HRTimelineGroup
Koshinski Asset Management, Inc.34,552$1.71M0.11%-57613F-HRTimeline
Certus Wealth Management, LLC34,428$1.7M1.02%+4,43913F-HRTimeline
Sage Financial Management Group, Inc.34,320$1.7M0.54%-33513F-HRTimeline
Cypress Wealth Services, LLC34,021$1.68M0.28%+2,24713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…34,008$1.68M0.15%-1,94813F-HRTimelineGroup
WEALTH ALLIANCE, LLC33,475$1.66M0.17%+4,32413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,299$1.65M+12,512Timeline
Global Financial Private Client, LLC33,177$1.64M0.58%+38213F-HRTimeline
Bragg Financial Advisors, Inc33,111$1.64M0.05%+1,33413F-HRTimeline
North Star Investment Management Corp.33,011$1.63M0.1%+2,20513F-HRTimeline
New Insight Wealth Advisors32,652$1.61M0.61%+16,73013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,819$1.57M0.02%+79513F-HRTimelineGroup
VestGen Investment Management31,809$1.57M0.95%+3,69613F-HRTimeline
Westside Investment Management, Inc.31,575$1.56M0.25%-28813F-HRTimeline
Foundations Investment Advisors, LLC31,499$1.56M0.02%+8,26313F-HRTimeline
BOKF, NAin group BOKF, NA31,274$1.55M0.02%-72,11313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP31,041$1.53M0.02%-2,89013F-HRTimeline
WEDBUSH SECURITIES INC30,726$1.52M0.05%+16,74813F-HRTimeline
Lion Street Advisors, LLC26,786$1.52M0.53%+10,94913F-HRTimeline
Parallel Advisors, LLC30,420$1.5M0.03%+8,47013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC30,156$1.49M0.01%+4,23213F-HRTimeline
Ocean Park Asset Management, LLC30,156$1.49M0.06%+13,33913F-HRTimeline
Aspen Wealth Management LLC29,691$1.47M0.33%-3,20113F-HRTimeline
Kovack Advisors, Inc.29,595$1.46M0.14%+4613F-HRTimeline
Kings Path Partners LLC29,432$1.46M0.54%+1313F-HRTimeline
Alteri Wealth LLC29,109$1.44M0.49%+2,86913F-HRTimeline
SageView Advisory Group, LLC28,822$1.43M0.05%-83213F-HRTimeline
Tranquilli Financial Advisor LLC28,503$1.41M0.83%+1,05013F-HRTimeline
LongView Wealth Management28,068$1.39M0.38%+3,51413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,999$1.38M0.05%+8,55613F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …27,905$1.38M0.17%-97413F-HR/ATimelineGroup
Meritas Wealth Management, LLC27,795$1.37M0.68%+5,14213F-HRTimeline
JT Stratford LLC27,728$1.37M0.18%+8413F-HRTimeline
5T Wealth, LLC27,378$1.35M0.59%+5,61513F-HRTimeline
Creekside Partners27,359$1.35M0.6%-1,16413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC27,240$1.35M0.41%-4,86913F-HRTimelineGroup
Ridgewood Investments LLC27,117$1.34M0.57%+13,61713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,023$1.34M0.02%+10,13913F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC26,803$1.33M0.19%-4,01613F-HRTimeline
JNBA Financial Advisors26,672$1.32M0.12%-42,69013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC26,498$1.31M0.24%-9,05113F-HRTimeline
NOVEM GROUP26,497$1.31M0.16%+3,09213F-HRTimeline
Evanson Asset Management, LLC26,251$1.3M0.07%+9,92713F-HRTimeline
Trellis Wealth Advisors LLC25,882$1.28M0.52%013F-HRTimeline
Allodium Investment Consultants, LLC25,708$1.27M0.72%+1,39513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC25,557$1.26M0.3%-8,46213F-HRTimeline
FMR LLCin group FMR LLC25,335$1.25M<0.01%-12,63113F-HRTimelineGroup
Coston, McIsaac & Partners25,254$1.25M0.3%+2,96913F-HRTimeline
Bank of Marin25,057$1.24M0.87%-17713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC25,028$1.24M<0.01%-1,45213F-HRTimelineGroup
Glass Jacobson Investment Advisors llc24,897$1.23M0.45%+2,78313F-HRTimeline
Gateway Wealth Partners, LLC24,655$1.22M0.16%+3,46813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC24,647$1.22M0.08%-118,09513F-HRTimeline
SYON CAPITAL LLC24,356$1.2M0.06%+5,09913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,258$1.2M<0.01%-1,64513F-HRTimeline
Stewardship Advisors, LLC24,211$1.2M0.28%+60713F-HRTimeline
Essential Planning, LLC.24,110$1.19M0.41%+11,29813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC23,907$1.18M0.69%-33613F-HRTimeline
Independent Advisor Alliance23,860$1.18M0.03%+11,41813F-HRTimeline
Carter Financial Group, INC.23,659$1.17M0.71%-16613F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.23,303$1.16M1.72%-4413F-HRTimeline
Joel Isaacson & Co., LLC23,247$1.15M0.04%+15113F-HRTimeline
PFG Investments, LLC23,086$1.14M0.06%+4,45513F-HRTimeline
Investments & Financial Planning, LLC22,897$1.13M0.61%-6,31013F-HRTimeline
Aptus Capital Advisors, LLC22,892$1.13M0.01%-79513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,817$1.13M<0.01%+12,07713F-HRTimelineGroup
Uptown Financial Advisors LLC22,804$1.13M0.99%-24613F-HRTimeline
Inscription Capital, LLC22,707$1.12M0.12%+9,22013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP22,612$1.12M0.28%013F-HRTimelineGroup
Stonekeep Investments, LLC22,464$1.11M0.7%+2,67913F-HRTimeline
Drucker Wealth 3.0, LLC22,345$1.11M0.2%-52,61913F-HRTimeline
Signal Advisors Wealth, LLC22,061$1.09M0.1%-18,13613F-HRTimeline
Johnson Financial Group, LLC21,829$1.08M0.1%-34913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,756$1.08M0.01%+3,30613F-HRTimelineGroup
IFP Advisors, Inc21,635$1.07M0.03%+4,40813F-HR/ATimeline
Maia Wealth LLC21,398$1.06M0.18%-2,45213F-HRTimeline
Moors & Cabot, Inc.21,131$1.05M0.05%+3,36213F-HRTimeline
FSM Wealth Advisors, LLC21,078$1.04M0.15%+4,72513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC20,959$1.04M0.61%+2,48213F-HRTimeline
Summit Financial, LLC20,850$1.03M0.02%+2,07513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC20,814$1.03M0.11%+4,09913F-HRTimeline
Horst & Graben Wealth Management LLC20,795$1.03M0.16%+1,01713F-HRTimeline
Trinity Wealth Management, LLC20,681$1.02M0.38%+2,79313F-HRTimeline
Payne Capital LLC20,593$1.02M1.03%13F-HRTimeline
William Mack & Associates, Inc.20,571$1.02M0.55%013F-HRTimeline
Westfuller Advisors, LLC20,559$1.02M0.46%+44913F-HRTimeline
Quadrant Private Wealth Management, LLC20,502$1.01M0.19%-7,57513F-HRTimeline
TRUST CO OF VERMONT20,426$1.01M0.04%+15,42613F-HRTimeline
GWN SECURITIES INC.20,198$1M0.23%-15,28813F-HRTimeline
Confluence Wealth Services, Inc.20,256$1M0.05%013F-HRTimeline
Qube Research & Technologies Ltd20,231$1M<0.01%+2413F-HRTimeline
Southland Equity Partners LLC20,181$998K0.2%-1,22113F-HRTimeline
TFB Advisors LLC19,969$993K0.29%-6,76413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,042$991K0.02%+2,81313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC20,008$990K0.02%+4,91113F-HRTimeline
Wealthspire Advisors, LLC20,005$989K0.01%-6,55813F-HRTimeline
CoreCap Advisors, LLC19,704$975K0.04%+7613F-HRTimeline
Advisory Services Network, LLC19,543$967K0.01%+1,30213F-HRTimeline
Global Retirement Partners, LLC19,512$965K0.02%-7,92113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,144$947K0.11%+40013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…19,097$945K0.15%013F-HRTimeline
Equita Financial Network, Inc.18,918$936K0.32%-3,49613F-HRTimeline
PFC CAPITAL GROUP, INC.18,845$932K0.39%+4,43513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments18,844$932K0.05%+3,60513F-HRTimelineGroup
Bakala Capital LLC18,840$932K5.03%+12213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Endowment Wealth Management, Inc.18,788$929K0.42%+31313F-HRTimeline
Fort Henry Capital, LLC18,647$922K0.59%+82813F-HRTimeline
Clearstead Trust, LLC18,505$915K0.16%-5313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,481$914K0.02%+9,40713F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC18,438$912K0.68%-213F-HRTimeline
ASPIRIANT, LLC18,321$906K0.03%-9213F-HRTimeline
MATHER GROUP, LLC.18,303$905K0.01%-66313F-HRTimeline
Mission Creek Capital Partners, Inc.18,177$899K0.18%-1,92013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC18,029$892K0.17%+6,59513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC17,888$885K0.45%-88213F-HRTimeline
Verde Capital Management17,791$880K0.19%+66013F-HRTimeline
Compass Ion Advisors, LLC17,488$865K0.08%013F-HRTimeline
Acorn Wealth Advisors, LLC17,479$864K0.27%+58513F-HRTimeline
McIlrath & Eck, LLC17,402$861K0.09%+14,91113F-HRTimeline
49 WEALTH MANAGEMENT, LLC17,364$859K0.08%new13F-HRTimeline
Greenwich Wealth Management LLC17,018$842K0.04%013F-HRTimeline
TrueWealth Financial Partners16,877$835K0.43%-78,29613F-HRTimeline
Three Bridge Wealth Advisors, LLC16,747$828K0.21%+43513F-HRTimeline
Plancorp, LLC16,660$824K0.03%-18513F-HRTimeline
Buck Wealth Strategies, LLC16,592$821K0.11%+9813F-HRTimeline
Caliber Wealth Management, LLC / KS16,513$817K0.09%-5,86713F-HRTimeline
BOK Financial Private Wealth, Inc.16,445$813K0.05%+1,05813F-HRTimeline
Allegiance Financial Group Advisory Ser…16,429$813K0.19%-97313F-HRTimeline
EQ LLC16,388$811K0.28%+3,76213F-HRTimeline
GUIDANCE CAPITAL, INC16,260$809K0.21%+3,81313F-HRTimeline
LAM GROUP, INC.16,290$806K0.5%-2,62013F-HRTimeline
Wescott Financial Advisory Group, LLC16,273$805K0.07%+74013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,249$804K0.03%-1,40513F-HRTimeline
Tyche Wealth Partners LLC16,151$799K0.14%+5,95913F-HRTimeline
BALLAST ADVISORS LLC16,110$797K0.22%+10213F-HRTimeline
Diversified Enterprises, LLC16,045$794K0.05%-96813F-HRTimeline
Straight Path Wealth Management15,996$791K0.22%+10313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …15,993$791K<0.01%-6,01613F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC15,926$788K0.53%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors15,910$787K0.11%+2,64113F-HRTimelineGroup
Thrive Capital Management, LLC15,895$786K0.2%-17,30313F-HRTimeline
Arete Wealth Advisors, LLC15,872$785K0.05%+3,16913F-HRTimeline
Rehmann Capital Advisory Group15,772$779K0.04%-18713F-HRTimeline
Onyx Bridge Wealth Group LLC15,715$777K0.08%-8,39813F-HRTimeline
Allworth Financial LP15,695$776K<0.01%-8,33913F-HRTimeline
Arkadios Wealth Advisors15,632$773K0.02%+3,22213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,456$764K0.05%-3,57913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…15,378$761K0.08%-1,79313F-HR/ATimelineGroup
Associated Banc-Corpin group Associated Banc-Corp15,353$759K0.02%+4,18213F-HRTimelineGroup
Continuum Advisory, LLC15,255$755K0.08%-1,18413F-HRTimeline
Accurate Wealth Management, LLC14,996$745K0.1%+9,62313F-HRTimeline
JFS WEALTH ADVISORS, LLC14,894$737K0.04%+1213F-HRTimeline
BAM Wealth Management, LLC14,630$724K0.56%13F-HRTimeline
L.K. Benson & Company, P.C.14,611$723K0.39%013F-HRTimeline
Waverly Advisors, LLC14,456$715K0.01%+14813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC14,378$711K0.1%+2,92713F-HRTimeline
Avid Wealth Partners LLC14,359$710K0.35%-15113F-HRTimeline
Vermillion Wealth Management, Inc.14,354$710K0.19%+4,00013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,232$707K+512Timeline
Northwest Capital Management Inc14,228$704K0.74%-22,59113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,200$702K0.06%013F-HRTimeline
ROCKLAND TRUST CO14,191$702K0.03%-1,36113F-HRTimeline
WORLD EQUITY GROUP, INC.14,177$701K0.16%+11213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC14,034$694K0.13%+1,60213F-HRTimelineGroup
MAYPORT, LLC13,914$688K0.15%-6,16713F-HRTimeline
National Wealth Management Group, LLC13,740$680K0.26%-2,03113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,668$676K<0.01%+19013F-HRTimelineGroup
Occidental Asset Management, LLC13,657$675K0.08%-5,43813F-HRTimeline
Regal Investment Advisors LLC13,487$667K0.04%+3,16613F-HRTimeline
Sound Income Strategies, LLC13,503$667K0.04%+34813F-HRTimeline
SeaCrest Wealth Management, LLC13,423$664K0.07%-14713F-HRTimeline
Curtis Advisory Group, LLC13,296$658K0.15%-25113F-HRTimeline
Steward Partners Investment Advisory, L…13,295$658K<0.01%+4,32013F-HRTimeline
IVC Wealth Advisors LLC13,194$653K0.29%+3,80313F-HRTimeline
SHAYNE & JACOBS, LLC13,190$652K0.2%013F-HRTimeline
Heartwood Wealth Advisors LLC13,178$652K0.06%013F-HRTimeline
CURIO WEALTH, LLC13,115$649K0.27%-3,06713F-HRTimeline
FAGAN ASSOCIATES, INC.13,078$647K0.09%+1,05213F-HRTimeline
Archer Investment Corp13,040$645K0.15%-1,74213F-HRTimeline
EWA, LLC13,021$644K0.18%+91113F-HRTimeline
American Financial Advisors, LLC12,932$640K0.08%-82113F-HRTimeline
SAX WEALTH ADVISORS, LLC12,916$639K0.03%-18,36313F-HRTimeline
Ausdal Financial Partners, Inc.12,915$639K0.03%new13F-HRTimeline
Global Wealth Management Investment Adv…12,903$638K0.11%+62413F-HRTimeline
Leo Wealth, LLC12,892$638K0.08%-13,55713F-HRTimeline
Advyzon Investment Management, LLC12,755$631K0.11%+2,30513F-HRTimeline
Balefire, LLC12,694$628K0.13%+4,34913F-HRTimeline
CENTAURUS FINANCIAL, INC.12,625$624K0.03%+4,40613F-HRTimeline
Buttonwood Financial Group, LLC12,553$619K0.27%-37,61713F-HRTimeline
Darden Wealth Group Inc12,473$617K0.32%-2,06613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.12,322$609K0.38%+6213F-HRTimeline
Chicago Capital, LLC12,295$608K0.01%013F-HRTimeline
Fiduciary Alliance LLC12,191$603K0.04%+14313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,083$598K0.1%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.12,078$597K0.02%-1,57113F-HRTimeline
REAP Financial Group, LLC12,046$596K0.13%-18,40913F-HRTimeline
MYECFO, LLC12,041$596K0.27%new13F-HRTimeline