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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,074 managers (1,088 13F filers) reported a position in BNDX shares at 2025-12-31, 857,578,188 shares in all. 109 filers opened a position and 80 filers sold out during the quarter.

Managers
1,074
13F filers
1,088
New
109
Added
559
Reduced
247
Sold out
80
Shares held by filers
857,578,188

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC43,072$2.08M1.87%-2,66013F-HRTimeline
Capital Asset Managemnet, LLC42,493$2.05M2.27%13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding42,138$2.05M+27,906Timeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC40,965$1.98M0.1%+81213F-HRTimelineGroup
Ryan Investment Management, Inc.40,923$1.98M1.1%+76113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP40,920$1.98M0.01%+1,68813F-HRTimelineGroup
Charis Legacy Partners, LLC40,663$1.96M2.9%+3,48413F-HRTimeline
Cannon Advisors, Inc.39,957$1.94M1.37%-3,86613F-HRTimeline
Napier Financial, LLC40,021$1.93M0.48%13F-HRTimeline
New Insight Wealth Advisors39,817$1.92M0.69%+7,16513F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC39,817$1.92M1.13%-6,55813F-HRTimeline
Cypress Wealth Services, LLC39,811$1.92M0.27%+5,79013F-HRTimeline
U.S. Capital Wealth Advisors, LLC39,499$1.91M0.05%new13F-HRTimeline
LifePlan Investment Advisors, Inc.38,893$1.88M0.77%+3,92413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC38,834$1.88M0.11%+14,18713F-HRTimeline
Savvy Advisors, Inc.38,825$1.88M0.06%-4,95713F-HRTimeline
Advisory Services Network, LLC38,820$1.88M0.03%+19,27713F-HRTimeline
Veratis Advisors, Inc.38,355$1.88M1.48%13F-HRTimeline
Sovran Advisors, LLC38,535$1.87M0.16%-8,44513F-HRTimeline
JMG Financial Group, Ltd.38,509$1.86M0.05%+95613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management38,130$1.84M0.06%+3,22113F-HRTimelineGroup
M Holdings Securities, Inc.37,945$1.83M0.13%+26,79913F-HRTimeline
Prostatis Group LLC37,822$1.83M0.44%+65113F-HRTimeline
TRUST CO OF VERMONT37,633$1.82M0.08%+17,20713F-HRTimeline
Skyline Advisors, Inc.36,521$1.76M0.59%+82013F-HRTimeline
WMG Financial Advisors, LLC36,497$1.76M0.73%+71313F-HRTimeline
Dynamic Advisor Solutions LLC36,474$1.76M0.06%-1,38013F-HRTimeline
Invst, LLC36,457$1.76M0.19%-1,83813F-HRTimeline
Towerpoint Wealth, LLC36,431$1.76M0.7%+1,22313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC36,416$1.76M0.55%+10,85913F-HRTimeline
Running Point Capital Advisors, LLC36,403$1.76M0.48%-16313F-HRTimeline
Falcon Wealth Planning36,336$1.76M0.15%-1,73813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,206$1.75M0.02%+2,90713F-HRTimelineGroup
Allodium Investment Consultants, LLC35,646$1.72M0.87%+9,93813F-HRTimeline
Bragg Financial Advisors, Inc35,098$1.7M0.06%+1,98713F-HRTimeline
Cogent Private Wealth, Inc.34,779$1.68M1.28%13F-HRTimeline
Sage Financial Management Group, Inc.34,592$1.67M0.51%+27213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,487$1.67M0.02%+7,46413F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP34,394$1.66M0.02%+3,35313F-HRTimeline
Koshinski Asset Management, Inc.34,145$1.65M0.11%-40713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd33,462$1.62M0.02%new13F-HRTimelineGroup
North Star Investment Management Corp.33,237$1.61M0.1%+22613F-HRTimeline
Global Financial Private Client, LLC33,205$1.6M0.56%+2813F-HRTimeline
Spectrum Planning & Advisory Services I…33,180$1.6M0.82%-2,02113F-HRTimeline
Westside Investment Management, Inc.32,958$1.59M0.25%+1,38313F-HRTimeline
Coston, McIsaac & Partners32,937$1.59M0.37%+7,68313F-HRTimeline
Kovack Advisors, Inc.32,737$1.58M0.07%+3,14213F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…32,504$1.57M0.05%+4,50513F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…32,494$1.57M1.02%13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…32,432$1.57M0.14%-1,57613F-HRTimelineGroup
Parallel Advisors, LLC32,370$1.56M0.03%+1,95013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.31,696$1.53M0.02%+9,94013F-HRTimelineGroup
VestGen Investment Management31,231$1.51M0.84%-57813F-HRTimeline
Leo Wealth, LLC30,589$1.48M0.11%+17,69713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …30,564$1.48M0.14%+2,65913F-HRTimelineGroup
Alteri Wealth LLC30,428$1.47M0.48%+1,31913F-HRTimeline
Gateway Wealth Partners, LLC30,413$1.47M0.16%+5,75813F-HRTimeline
NOVEM GROUP30,130$1.46M0.17%+3,63313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC29,914$1.45M0.27%+3,11113F-HRTimeline
Brandywine Asset Management, Inc.29,154$1.41M0.99%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,696$1.39M0.03%+8,65413F-HRTimeline
Allworth Financial LP28,408$1.37M0.01%+12,71313F-HRTimeline
Aptus Capital Advisors, LLC28,376$1.37M0.01%+5,48413F-HRTimeline
Horst & Graben Wealth Management LLC28,156$1.36M0.21%+7,36113F-HRTimeline
Meritas Wealth Management, LLC28,130$1.36M0.65%+33513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC28,109$1.36M0.14%+7,29513F-HRTimeline
Facet Wealth, Inc.27,993$1.36M0.02%new13F-HRTimeline
Tranquilli Financial Advisor LLC28,059$1.36M0.79%-44413F-HRTimeline
SageView Advisory Group, LLC28,009$1.35M0.05%-81313F-HRTimeline
JT Stratford LLC27,979$1.35M0.17%+25113F-HRTimeline
Aspen Wealth Management LLC27,862$1.35M0.28%-1,82913F-HRTimeline
IFP Advisors, Inc27,793$1.34M0.03%+6,15813F-HRTimeline
SYON CAPITAL LLC27,353$1.32M0.07%+2,99713F-HRTimeline
Creekside Partners27,277$1.32M0.56%-8213F-HRTimeline
Uptown Financial Advisors LLC27,238$1.32M1.12%+4,43413F-HRTimeline
FSM Wealth Advisors, LLC27,218$1.32M0.18%+6,14013F-HRTimeline
LongView Wealth Management26,993$1.31M0.32%-1,07513F-HRTimeline
JNBA Financial Advisors27,117$1.31M0.11%+44513F-HRTimeline
UMB Bank, n.a.27,083$1.31M0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC27,078$1.31M0.44%-16213F-HRTimelineGroup
Foundations Investment Advisors, LLC26,979$1.3M0.02%-4,52013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding26,964$1.3MnewTimeline
JOURNEY STRATEGIC WEALTH LLC26,735$1.29M0.03%+15,92213F-HRTimeline
CoreCap Advisors, LLC26,664$1.29M0.05%+6,96013F-HRTimeline
FMR LLCin group FMR LLC26,551$1.28M<0.01%+1,21613F-HRTimelineGroup
Scarborough Advisors, LLC26,305$1.27M0.21%-61,10913F-HRTimeline
EQ LLC26,127$1.26M0.36%+9,73913F-HRTimeline
Kingsview Wealth Management, LLC26,004$1.26M0.02%-11,98113F-HRTimeline
Moors & Cabot, Inc.25,890$1.25M0.05%+4,75913F-HRTimeline
Trellis Wealth Advisors LLC25,882$1.25M0.49%013F-HRTimeline
Stewardship Advisors, LLC25,428$1.23M0.28%+1,21713F-HRTimeline
Kings Path Partners LLC25,366$1.23M0.43%-4,06613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC25,179$1.22M0.22%+7,15013F-HRTimeline
Bank of Marin25,130$1.21M0.84%+7313F-HRTimeline
Diversified Enterprises, LLC24,832$1.2M0.07%+8,78713F-HRTimeline
Carter Financial Group, INC.24,688$1.19M0.71%+1,02913F-HRTimeline
Stonekeep Investments, LLC24,362$1.18M0.75%+1,89813F-HR/ATimeline
CONTINENTAL INVESTORS SERVICES, INC.24,176$1.17M1.51%+87313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC24,249$1.17M0.68%+34213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP24,121$1.17M0.29%+1,50913F-HRTimelineGroup
Wealthspire Advisors, LLC24,012$1.16M0.01%+4,00713F-HRTimeline
Glass Jacobson Investment Advisors llc23,998$1.16M0.42%-89913F-HRTimeline
Joel Isaacson & Co., LLC23,964$1.16M0.04%+71713F-HRTimeline
Engineers Gate Manager LP23,527$1.14M0.01%-17,30713F-HRTimeline
Brindle & Bay Financial Advisors, LLC23,461$1.13M0.75%13F-HRTimeline
5T Wealth, LLC23,318$1.13M0.45%-4,06013F-HRTimeline
Sloy Dahl & Holst, LLC23,107$1.12M0.13%+12,00313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC22,996$1.11M0.02%+2,98813F-HRTimeline
Trinity Wealth Management, LLC22,792$1.1M0.41%+2,11113F-HRTimeline
Fort Henry Capital, LLC22,688$1.1M0.67%+4,04113F-HRTimeline
Inscription Capital, LLC22,504$1.09M0.11%-20313F-HRTimeline
Tyche Wealth Partners LLC22,488$1.09M0.17%+6,33713F-HRTimeline
Merited Wealth, LLC22,346$1.08M1%13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC22,131$1.07M0.61%+1,17213F-HRTimeline
Point Nemo Capital, LLC22,065$1.07M1.06%13F-HRTimeline
Signal Advisors Wealth, LLC21,698$1.05M0.08%-36313F-HRTimeline
Summit Financial, LLC21,517$1.04M0.02%+66713F-HRTimeline
PFG Investments, LLC21,405$1.03M0.05%-1,68113F-HRTimeline
McCartney Wealth Management LLC21,389$1.03M0.89%13F-HRTimeline
PFC CAPITAL GROUP, INC.21,390$1.03M0.43%+2,54513F-HRTimeline
Quadrant Private Wealth Management, LLC21,184$1.02M0.17%+68213F-HRTimeline
WEDBUSH SECURITIES INC21,132$1.02M0.03%-9,59413F-HRTimeline
Westfuller Advisors, LLC20,833$1.01M0.41%+27413F-HRTimeline
Qube Research & Technologies Ltd20,554$993K<0.01%+32313F-HRTimeline
Southland Equity Partners LLC20,519$991K0.2%+33813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,411$986K0.11%+1,26713F-HRTimeline
TWO SIGMA SECURITIES, LLC20,351$983K0.14%+12,30213F-HRTimeline
MYECFO, LLC20,296$981K0.42%+8,25513F-HRTimeline
PACIFIC FINANCIAL GROUP INC20,226$977K0.54%+1,78813F-HRTimeline
GWN SECURITIES INC.20,034$968K0.2%-16413F-HRTimeline
Payne Capital LLC19,597$947K0.96%-99613F-HRTimeline
Investments & Financial Planning, LLC19,515$943K0.51%-3,38213F-HRTimeline
Bakala Capital LLC19,465$941K4.45%+62513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equita Financial Network, Inc.19,105$923K0.28%+18713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…19,095$923K0.14%-213F-HRTimeline
TFB Advisors LLC19,052$921K0.26%-91713F-HRTimeline
SteelPeak Wealth, LLC18,935$915K0.03%new13F-HRTimeline
Oakmont Advisory Group, LLC18,934$915K0.98%13F-HRTimeline
Acorn Wealth Advisors, LLC18,903$913K0.27%+1,42413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments18,703$904K0.05%-14113F-HRTimelineGroup
MATHER GROUP, LLC.18,619$900K0.01%+31613F-HRTimeline
Clearstead Trust, LLC18,505$894K0.14%013F-HRTimeline
L.K. Benson & Company, P.C.18,338$886K0.44%+3,72713F-HRTimeline
Fisher Asset Management, LLC18,323$885K<0.01%-18,64113F-HRTimeline
BOK Financial Private Wealth, Inc.18,232$881K0.05%+1,78713F-HRTimeline
Arkadios Wealth Advisors18,067$873K0.02%+2,43513F-HRTimeline
Thrive Capital Management, LLC18,009$870K0.19%+2,11413F-HRTimeline
FSA Advisors, Inc.146,213$858K0.6%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.12,552$850K0.28%+23013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC17,517$846K0.39%-37113F-HRTimeline
Compass Ion Advisors, LLC17,488$845K0.08%013F-HRTimeline
Venture Visionary Partners LLC17,480$845K0.03%+10,88313F-HRTimeline
Arete Wealth Advisors, LLC17,409$841K0.06%+1,53713F-HR/ATimeline
Xcelsior Advisor Partners LLC17,389$840K0.41%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC17,334$838K0.09%+6,14613F-HRTimeline
Greenwich Wealth Management LLC17,251$834K0.04%+23313F-HRTimeline
GUIDANCE CAPITAL, INC16,958$822K0.2%+69813F-HRTimeline
Verde Capital Management16,957$819K0.17%-83413F-HRTimeline
Plancorp, LLC16,660$805K0.02%013F-HRTimeline
BALLAST ADVISORS LLC16,621$803K0.22%+51113F-HRTimeline
Three Bridge Wealth Advisors, LLC16,444$795K0.21%-30313F-HRTimeline
Straight Path Wealth Management16,420$793K0.21%+42413F-HRTimeline
Rehmann Capital Advisory Group16,361$791K0.04%+58913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC16,361$791K0.14%+2,32713F-HRTimelineGroup
EWA, LLC16,351$790K0.19%+3,33013F-HRTimeline
Donalies Financial Planning, LLC16,303$788K0.67%13F-HRTimeline
FAGAN ASSOCIATES, INC.16,008$774K0.1%+2,93013F-HRTimeline
Vilga Financial Planning LLC16,002$773K0.74%13F-HRTimeline
JMN Financial LLC15,914$769K0.77%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,860$766K0.03%-38913F-HRTimeline
RCS Financial Planning, LLC15,851$766K0.33%+4,04713F-HRTimeline
Provident Living Financial Services, In…15,778$762K0.75%13F-HRTimeline
Avid Wealth Partners LLC15,764$762K0.37%+1,40513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,764$762K0.01%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…15,579$753K0.16%-85013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,407$744K<0.01%-8,85113F-HRTimeline
Soltis Investment Advisors LLC15,406$744K0.05%+3,81713F-HR/ATimeline
Cornerstone Planning Group LLC15,298$742K0.12%+14,69513F-HRTimeline
Advyzon Investment Management, LLC15,320$740K0.09%+2,56513F-HRTimeline
Vermillion Wealth Management, Inc.15,301$739K0.3%+94713F-HRTimeline
Continuum Advisory, LLC15,251$737K0.07%-413F-HRTimeline
WORLD EQUITY GROUP, INC.15,164$733K0.2%+98713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors15,093$729K0.1%-81713F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp14,902$720K0.02%-45113F-HRTimelineGroup
Endowment Wealth Management, Inc.14,871$719K0.33%-3,91713F-HRTimeline
Waverly Advisors, LLC14,813$716K0.01%+35713F-HRTimeline
Arlington Capital Management, Inc.14,792$715K0.44%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,635$707K0.05%+43513F-HRTimeline
Buck Wealth Strategies, LLC14,599$705K0.09%-1,99313F-HRTimeline
KICKSTAND VENTURES, LLC.14,598$705K0.15%new13F-HRTimeline
Accurate Wealth Management, LLC14,505$704K0.09%-49113F-HRTimeline
JFS WEALTH ADVISORS, LLC14,567$704K0.04%-32713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …14,476$699K<0.01%-1,51713F-HRTimelineGroup
IVC Wealth Advisors LLC14,474$699K0.3%+1,28013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,421$697K<0.01%-10,60713F-HRTimelineGroup
Fiduciary Alliance LLC14,346$693K0.05%+2,15513F-HRTimeline
TMB Capital Partners, LLC14,332$693K0.24%13F-HRTimeline
BAM Wealth Management, LLC14,191$686K0.5%-43913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…14,144$683K0.08%-1,23413F-HR/ATimelineGroup
ROCKLAND TRUST CO14,070$680K0.03%-12113F-HRTimeline