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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,111 managers (1,130 13F filers) reported a position in BNDX shares at 2026-03-31, 872,449,383 shares in all. 131 filers opened a position and 96 filers sold out during the quarter.

Managers
1,111
13F filers
1,130
New
131
Added
603
Reduced
272
Sold out
96
Shares held by filers
872,449,383

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Graetz Wealth LLC47,678$2.29M2.05%+2,48313F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC47,578$2.29M0.01%-208,72013F-HRTimelineGroup
Arkadios Wealth Advisors47,347$2.28M0.04%+29,28013F-HRTimeline
Johnson Financial Group, LLC47,080$2.26M0.15%+89513F-HRTimeline
Advisory Services Network, LLC47,004$2.26M0.03%+8,18413F-HRTimeline
Capital Asset Managemnet, LLC46,755$2.25M2.53%+4,26213F-HRTimeline
Cypress Wealth Services, LLC46,274$2.22M0.31%+6,46313F-HRTimeline
Sowell Financial Services LLC46,243$2.22M0.08%+2,41213F-HRTimeline
Comprehensive Money Management Services…45,988$2.21M1.45%+1,51113F-HRTimeline
MAI Capital Management45,968$2.21M0.01%-1,18013F-HRTimeline
Spectrum Planning & Advisory Services I…45,269$2.18M1.08%+12,08913F-HRTimeline
LifePlan Investment Advisors, Inc.45,200$2.17M0.85%+6,30713F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC45,120$2.17M1.3%+14113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK44,423$2.13M0.3%+10313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC43,161$2.07M0.02%+8,67413F-HRTimelineGroup
Allodium Investment Consultants, LLC42,728$2.05M0.98%+7,08213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding42,708$2.05M+6,502Timeline
U.S. Capital Wealth Advisors, LLC42,398$2.04M0.05%+2,89913F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC42,330$2.03M1.8%-74213F-HRTimeline
Ridgewood Investments LLC42,106$2.02M0.83%13F-HRTimeline
Outlook Wealth Advisors, LLC41,898$2.01M0.49%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP41,844$2.01M0.01%+92413F-HRTimelineGroup
Ryan Investment Management, Inc.41,802$2.01M1.13%+87913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding41,547$1.99M-591Timeline
Charis Legacy Partners, LLC40,818$1.96M2.87%+15513F-HRTimeline
Focus Financial Network, Inc.40,704$1.96M0.07%+30,08513F-HRTimeline
Sovran Advisors, LLC40,341$1.94M0.15%+1,80613F-HRTimeline
Napier Financial, LLC40,216$1.93M0.44%+19513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC40,096$1.93M0.2%+11,98713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC39,901$1.92M0.11%+1,06713F-HR/ATimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC39,917$1.92M0.1%-1,04813F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC39,407$1.89M0.58%+2,99113F-HRTimeline
Cannon Advisors, Inc.39,363$1.89M1.4%-59413F-HRTimeline
SYON CAPITAL LLC39,074$1.88M0.09%+11,72113F-HRTimeline
IFP Advisors, Inc38,965$1.87M0.04%+11,17213F-HRTimeline
JMG Financial Group, Ltd.38,937$1.87M0.05%+42813F-HRTimeline
New Insight Wealth Advisors38,604$1.85M0.67%-1,21313F-HRTimeline
WMG Financial Advisors, LLC38,012$1.83M0.76%+1,51513F-HRTimeline
Towerpoint Wealth, LLC37,266$1.79M0.72%+83513F-HRTimeline
Westside Investment Management, Inc.37,213$1.79M0.27%+4,25513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management36,898$1.77M0.06%-1,23213F-HRTimelineGroup
Meritas Wealth Management, LLC36,203$1.74M0.79%+8,07313F-HRTimeline
Coston, McIsaac & Partners36,088$1.73M0.39%+3,15113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC35,476$1.7M0.19%+18,14213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …35,169$1.69M0.09%+4,60513F-HRTimelineGroup
Bragg Financial Advisors, Inc35,044$1.68M0.05%-5413F-HRTimeline
Koshinski Asset Management, Inc.35,014$1.68M0.1%+86913F-HRTimeline
M Holdings Securities, Inc.34,970$1.68M0.11%-2,97513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…34,918$1.68M0.06%+2,41413F-HRTimelineGroup
Winter & Associates, Inc.34,914$1.67M1.46%-9,56013F-HRTimeline
Dynamic Advisor Solutions LLC34,617$1.66M0.05%-1,85713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.33,917$1.63M0.02%+2,22113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.33,840$1.63M<0.01%-52,36613F-HRTimelineGroup
Banco BTG Pactual S.A.33,714$1.62M0.32%new13F-HRTimeline
North Star Investment Management Corp.33,657$1.62M0.1%+42013F-HRTimeline
A4 Wealth Advisors LLC33,361$1.6M1.33%+29,20413F-HRTimeline
Global Financial Private Client, LLC33,320$1.6M0.52%+11513F-HRTimeline
Cogent Private Wealth, Inc.33,311$1.6M1.16%-1,46813F-HRTimeline
FMR LLCin group FMR LLC33,224$1.6M<0.01%+6,67313F-HRTimelineGroup
Sage Financial Management Group, Inc.33,102$1.59M0.49%-1,49013F-HRTimeline
Kovack Advisors, Inc.33,024$1.59M0.08%+28713F-HRTimeline
Prostatis Group LLC32,991$1.59M0.41%-4,83113F-HRTimeline
NOVEM GROUP32,598$1.57M0.18%+2,46813F-HRTimeline
JT Stratford LLC31,837$1.53M0.19%+3,85813F-HRTimeline
Petix & Botte Co31,781$1.53M0.34%-39,04613F-HRTimeline
Cassady Wealth & Retirement Planning, L…31,558$1.52M0.79%-93613F-HRTimeline
Parallel Advisors, LLC31,537$1.52M0.03%-83313F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC31,334$1.51M0.03%+2,63813F-HR/ATimeline
Falcon Wealth Planning31,278$1.5M0.1%-5,05813F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…31,215$1.5M0.13%13F-HRTimelineGroup
Waverly Advisors, LLC31,188$1.5M0.01%+16,37513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC31,186$1.5M0.25%+6,00713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC30,760$1.48M0.19%+84613F-HRTimeline
Tranquilli Financial Advisor LLC30,423$1.46M0.85%+2,36413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP29,963$1.44M0.02%-4,43113F-HRTimeline
Uptown Financial Advisors LLC29,948$1.44M1.16%+2,71013F-HRTimeline
Brindle & Bay Financial Advisors, LLC29,844$1.43M0.88%+6,38313F-HRTimeline
Stewardship Advisors, LLC29,489$1.42M0.33%+4,06113F-HRTimeline
Brandywine Asset Management, Inc.29,282$1.4M1.11%+12813F-HRTimeline
5T Wealth, LLC29,070$1.4M0.55%+5,75213F-HRTimeline
EQ LLC28,988$1.39M0.39%+2,86113F-HRTimeline
SageView Advisory Group, LLC28,976$1.39M0.05%+96713F-HRTimeline
Invst, LLC28,963$1.39M0.16%-7,49413F-HRTimeline
UMB Bank, n.a.28,759$1.38M0.02%+1,67613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glass Jacobson Investment Advisors llc28,721$1.38M0.48%+4,72313F-HRTimeline
LongView Wealth Management28,601$1.38M0.35%+1,60813F-HRTimeline
Leo Wealth, LLC28,577$1.37M0.1%-2,01213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC28,321$1.36M0.49%+1,24313F-HR/ATimelineGroup
VestGen Investment Management28,281$1.36M0.75%-2,95013F-HRTimeline
FSM Wealth Advisors, LLC28,145$1.35M0.17%+92713F-HRTimeline
Trinity Wealth Management, LLC27,765$1.33M0.49%+4,97313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC27,565$1.32M0.03%+83013F-HRTimeline
JNBA Financial Advisors27,441$1.32M0.11%+32413F-HRTimeline
Moors & Cabot, Inc.27,285$1.31M0.06%+1,39513F-HRTimeline
Xcelsior Advisor Partners LLC27,246$1.31M0.5%+9,85713F-HRTimeline
Creekside Partners27,204$1.31M0.54%-7313F-HRTimeline
GWN SECURITIES INC.27,126$1.3M0.25%+7,09213F-HRTimeline
Sanchez Levi Garrett27,071$1.3M0.82%13F-HRTimeline
Foundations Investment Advisors, LLC27,026$1.3M0.02%+4713F-HRTimeline
Stonekeep Investments, LLC26,815$1.29M0.84%+2,45313F-HRTimeline
Cordgrass Capital Advisors, LLC26,331$1.27M0.3%+12,79513F-HRTimeline
Bank of Marin26,145$1.26M0.92%+1,01513F-HRTimeline
Tyche Wealth Partners LLC26,132$1.26M0.19%+3,64413F-HRTimeline
EWA, LLC25,969$1.25M0.28%+9,61813F-HRTimeline
Trellis Wealth Advisors LLC25,882$1.24M0.47%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.25,834$1.24M0.71%13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP25,151$1.21M0.3%+1,03013F-HRTimelineGroup
Fort Henry Capital, LLC24,820$1.19M0.72%+2,13213F-HRTimeline
Diversified Enterprises, LLC24,739$1.19M0.07%-9313F-HRTimeline
Cresset Asset Management, LLC24,696$1.19M0.01%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding24,694$1.19M-2,270Timeline
WEDBUSH SECURITIES INC24,668$1.19M0.03%+3,53613F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC24,533$1.18M0.69%+28413F-HRTimeline
Kings Path Partners LLC24,443$1.17M0.4%-92313F-HR/ATimeline
Wealthspire Advisors, LLC24,357$1.17M0.01%+34513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC24,343$1.17M0.02%+1,34713F-HRTimeline
Fiduciary Alliance LLC24,204$1.16M0.07%+9,85813F-HRTimeline
Carter Financial Group, INC.24,190$1.16M0.72%-49813F-HRTimeline
Joel Isaacson & Co., LLC24,068$1.16M0.04%+10413F-HRTimeline
PFG Investments, LLC23,743$1.14M0.05%+2,33813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC23,662$1.14M0.24%new13F-HRTimeline
Inscription Capital, LLC23,658$1.14M0.12%+1,15413F-HRTimeline
Signal Advisors Wealth, LLC23,360$1.12M0.08%+1,66213F-HRTimeline
Sloy Dahl & Holst, LLC23,326$1.12M0.15%+21913F-HRTimeline
Payne Capital LLC23,256$1.12M1.03%+3,65913F-HRTimeline
PFC CAPITAL GROUP, INC.22,876$1.1M0.48%+1,48613F-HRTimeline
Oakmont Advisory Group, LLC22,800$1.1M1.12%+3,86613F-HRTimeline
Sanchez Gaunt Capital Management, LLC22,742$1.09M0.68%13F-HRTimeline
Thrive Capital Management, LLC22,742$1.09M0.24%+4,73313F-HRTimeline
Integrated Advisors Network LLC22,629$1.09M0.06%-65,11613F-HRTimeline
Westfuller Advisors, LLC22,588$1.09M0.47%+1,75513F-HRTimeline
Aptus Capital Advisors, LLC22,477$1.08M0.01%-5,89913F-HRTimeline
CoreCap Advisors, LLC22,284$1.07M0.04%-4,38013F-HRTimeline
Donalies Financial Planning, LLC22,283$1.07M0.91%+5,98013F-HRTimeline
McCartney Wealth Management LLC22,219$1.07M0.9%+83013F-HRTimeline
Allworth Financial LP22,208$1.07M<0.01%-6,20013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC22,183$1.07M0.18%+5,82213F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC21,940$1.05M0.62%-19113F-HRTimeline
Aspen Wealth Management LLC21,880$1.05M0.21%-5,98213F-HRTimeline
Steward Partners Investment Advisory, L…21,395$1.03M0.01%+12,98313F-HRTimeline
Equita Financial Network, Inc.21,369$1.03M0.32%+2,26413F-HRTimeline
PACIFIC FINANCIAL GROUP INC20,992$1.01M0.54%+76613F-HRTimeline
MATHER GROUP, LLC.20,763$998K0.01%+2,14413F-HRTimeline
Arrowroot Family Office, LLC20,728$996K0.33%new13F-HR/ATimeline
Merited Wealth, LLC20,632$991K0.82%-1,71413F-HRTimeline
Southland Equity Partners LLC20,627$991K0.19%+10813F-HRTimeline
JMN Financial LLC20,479$984K0.97%+4,56513F-HRTimeline
MYECFO, LLC20,366$979K0.41%+7013F-HRTimeline
Vilga Financial Planning LLC20,086$965K0.86%+4,08413F-HRTimeline
Rossby Financial, LCC20,058$963K0.2%+12,93113F-HRTimeline
Bakala Capital LLC19,550$939K4.52%+8513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Triumph Capital Management19,293$927K0.19%-83,69613F-HRTimeline
Allen Mooney & Barnes Investment Adviso…19,263$926K0.13%+16813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…19,208$920K0.01%+5,80013F-HRTimelineGroup
Acorn Wealth Advisors, LLC18,913$909K0.26%+1013F-HRTimeline
Venture Visionary Partners LLC18,862$906K0.03%+1,38213F-HRTimeline
Mayflower Financial Advisors, LLC18,601$894K0.11%+12,86013F-HRTimeline
Washington Trust Advisors, Inc.18,587$893K0.07%+6,72313F-HRTimeline
Facet Wealth, Inc.18,397$884K0.02%-9,59613F-HRTimeline
L.K. Benson & Company, P.C.18,389$884K0.29%+5113F-HRTimeline
Arete Wealth Advisors, LLC18,316$880K0.07%+90713F-HR/ATimeline
Kingsview Wealth Management, LLC18,191$874K0.01%-7,81313F-HRTimeline
Forthright Family Wealth Advisory LLC17,739$873K0.59%+7,43013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC17,790$855K0.38%+27313F-HR/ATimeline
Advyzon Investment Management, LLC17,740$852K0.08%+2,42013F-HRTimeline
Verde Capital Management17,702$851K0.18%+74513F-HRTimeline
HAZLETT, BURT & WATSON, INC.17,411$844K0.26%+11,03813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC17,522$842K0.09%-2,88913F-HRTimeline
Compass Ion Advisors, LLC17,488$840K0.08%013F-HRTimeline
Greenwich Wealth Management LLC17,455$839K0.03%+20413F-HRTimeline
TrueWealth Financial Partners17,378$835K0.33%new13F-HRTimeline
GUIDANCE CAPITAL, INC17,385$833K0.19%+42713F-HRTimeline
BALLAST ADVISORS LLC16,855$810K0.24%+23413F-HR/ATimeline
WETZEL INVESTMENT ADVISORS, INC.16,762$805K0.32%+5,86513F-HRTimeline
Econ Financial Services Corp16,663$801K0.37%new13F-HRTimeline
Plancorp, LLC16,680$801K0.02%+2013F-HRTimeline
Avid Wealth Partners LLC16,589$797K0.38%+82513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp16,582$797K0.02%+1,68013F-HRTimelineGroup
Straight Path Wealth Management16,491$792K0.21%+7113F-HRTimeline
Cornerstone Planning Group LLC16,446$788K0.11%+1,14813F-HRTimeline
Encompass More Asset Management16,272$782K0.13%new13F-HRTimeline
Rehmann Capital Advisory Group16,237$780K0.04%-12413F-HRTimeline
FAGAN ASSOCIATES, INC.16,145$776K0.11%+13713F-HRTimeline
Patriot Financial Group Insurance Agenc…16,096$773K0.04%+8,00213F-HRTimeline
Brucke Financial, Inc.15,944$766K0.39%-73,82813F-HRTimeline
BOK Financial Private Wealth, Inc.15,865$762K0.05%-2,36713F-HRTimeline
One Capital Management, LLC15,839$761K0.02%+2,12613F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.15,808$760K0.29%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,753$757K<0.01%+34613F-HRTimeline
Atlanta Consulting Group Advisors, LLC15,735$756K0.16%new13F-HRTimeline
Provident Living Financial Services, In…15,673$753K0.83%-10513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors15,618$750K0.1%+52513F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC15,581$749K0.21%-86313F-HRTimeline
Endowment Wealth Management, Inc.15,536$746K0.33%+66513F-HRTimeline
JFS WEALTH ADVISORS, LLC15,456$743K0.04%+88913F-HRTimeline
Arlington Capital Management, Inc.15,441$742K0.42%+64913F-HRTimeline
RCS Financial Planning, LLC15,374$739K0.38%-47713F-HRTimeline
Bleakley Financial Group, LLC15,234$732K0.01%new13F-HRTimeline
Soltis Investment Advisors LLC15,216$731K0.05%-19013F-HRTimeline
Continuum Advisory, LLC15,208$731K0.07%-4313F-HRTimeline