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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,101 managers (1,122 13F filers) reported a position in BNDX shares at 2026-06-30, 943,084,515 shares in all. 89 filers opened a position and 93 filers sold out during the quarter.

Managers
1,101
13F filers
1,122
New
89
Added
575
Reduced
324
Sold out
93
Shares held by filers
943,084,515

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
RCS Financial Planning, LLC15,339$743K0.35%-3513F-HRTimeline
TrueWealth Financial Partners15,280$740K0.31%-2,09813F-HRTimeline
JFS WEALTH ADVISORS, LLC15,205$736K0.04%-25113F-HRTimeline
Regal Investment Advisors LLC15,129$733K0.04%+13813F-HRTimeline
Sequent Planning LLC15,105$732K0.16%+3,18913F-HRTimeline
BAM Wealth Management, LLC15,062$729K0.46%+93113F-HRTimeline
Advisors Asset Management, Inc.14,935$723K0.01%+3,86813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp14,805$717K0.02%-1,77713F-HRTimelineGroup
ZENITH SOLUTIONS, INC.14,777$716K0.65%13F-HRTimeline
Mayflower Financial Advisors, LLC14,761$715K0.06%-3,84013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,801$714K0.04%+32913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC14,717$713K0.07%+2,10113F-HRTimeline
ROCKLAND TRUST CO14,675$711K0.03%+39613F-HRTimeline
Transcendent Capital Group LLC14,675$711K0.28%+1,69513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV14,826$710K0.23%+1,11013F-HRTimeline
Hardworking Capital Advisors, LLC14,437$699K0.57%+1,33513F-HRTimeline
Banco BTG Pactual S.A.14,360$695K0.09%-19,35413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …14,338$694K<0.01%+4,51913F-HR/ATimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC14,173$686K0.02%+1013F-HRTimelineGroup
Applied Capital LLC14,024$679K0.22%+6,70613F-HRTimeline
City Center Advisors, LLC13,960$676K0.55%+1,68313F-HRTimeline
Investments & Financial Planning, LLC13,955$676K0.32%-76013F-HRTimeline
Williams Jones Wealth Management, LLC.13,790$668K0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.13,640$661K0.15%-1,44513F-HRTimeline
Forthright Family Wealth Advisory LLC13,598$659K0.37%-4,14113F-HRTimeline
IFG Advisory, LLC13,560$657K0.02%+12,71913F-HRTimeline
Zhang Financial LLC13,529$655K0.02%+22113F-HRTimeline
Avise Financial Cooperative, Inc.13,451$651K0.46%+9113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…13,444$651K0.01%+73213F-HRTimelineGroup
ARWA LLC13,553$650K0.27%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,384$648K0.07%+79913F-HRTimeline
Essential Planning, LLC.13,205$640K0.18%-10113F-HRTimeline
Heartwood Wealth Advisors LLC13,178$638K0.05%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.13,065$633K0.36%-56413F-HRTimeline
CURIO WEALTH, LLC13,003$630K0.2%-1,08713F-HRTimeline
SHAYNE & JACOBS, LLC12,910$625K0.19%-28013F-HRTimeline
J.M. Arbour, LLC12,851$622K0.54%+54613F-HRTimeline
FSA Advisors, Inc.12,794$619K0.28%-1,16813F-HR/ATimeline
TFB Advisors LLC12,755$618K0.27%+17813F-HRTimeline
Dorsey & Whitney Trust CO LLC12,631$612K0.03%+1,20313F-HRTimeline
Kingsview Wealth Management, LLC12,579$609K0.01%-5,61213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,577$609K0.06%-95913F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC12,536$607K0.28%+2,17713F-HRTimeline
Belpointe Asset Management LLC12,404$601K0.02%-32113F-HRTimeline
Fortis Capital Advisors, LLC12,404$601K0.07%-32113F-HRTimeline
Global Wealth Management Investment Adv…12,402$601K0.09%+513F-HRTimeline
HUB Investment Partners, LLC12,391$600K0.01%+7,40513F-HRTimeline
Rehmann Capital Advisory Group12,345$598K0.03%-3,89213F-HRTimeline
CENTAURUS FINANCIAL, INC.12,317$597K0.02%+52213F-HRTimeline
Chicago Capital, LLC12,295$595K0.01%013F-HRTimeline
VERITY Wealth Advisors12,147$588K0.36%013F-HRTimeline
WealthCollab, LLC12,070$585K0.21%+11513F-HRTimeline
IVC Wealth Advisors LLC12,048$583K0.23%-1,28713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,131$583K0.07%013F-HRTimeline
Mendel Capital Management LLC11,983$580K0.26%+26913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,946$579K0.01%-25013F-HRTimelineGroup
REAP Financial Group, LLC11,938$578K0.1%+37213F-HRTimeline
Pinnacle Bancorp, Inc.11,673$565K0.15%+5,25213F-HRTimeline
Bleakley Financial Group, LLC11,651$564K0.01%-3,58313F-HRTimeline
White Lighthouse Investment Management …11,595$562K0.07%+53613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,563$560K0.01%-3,16813F-HRTimelineGroup
Buck Wealth Strategies, LLC11,467$555K0.06%-2,40213F-HRTimeline
Palisades Hudson Asset Management, L.P.11,450$555K0.19%+3,09813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,439$554K0.03%+18713F-HRTimeline
Allegiance Financial Group Advisory Ser…11,373$551K0.1%-2,80813F-HRTimeline
Clear Creek Financial Management, LLC11,367$550K0.04%-1,22413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC11,283$546K<0.01%+2,38213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,256$545K0.02%+32413F-HRTimeline
MYECFO, LLC11,193$542K0.2%-9,17313F-HRTimeline
Trivium Point Advisory, LLC11,187$542K0.05%new13F-HRTimeline
Ramiah Investment Group11,126$539K0.41%-8113F-HRTimeline
CONDOR CAPITAL MANAGEMENT10,948$530K0.04%+513F-HRTimeline
Aprio Wealth Management, LLC10,922$529K0.03%+3,89613F-HRTimeline
Everest Private Wealth10,882$527K0.2%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC10,830$524K0.01%013F-HRTimeline
Diesslin Group, Inc.10,737$520K0.2%+1,30613F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,717$519K0.01%013F-HRTimeline
Fisher Asset Management, LLC10,649$516K<0.01%+1,74913F-HRTimeline
Simmons Bankin group Simmons Bank10,641$515K0.03%+1,19713F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.10,618$514K0.03%+54413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,510$509K0.14%-3013F-HRTimeline
WESBANCO BANK INC10,493$508K0.01%+1,34013F-HRTimeline
Thrive Capital Management, LLC10,484$508K0.1%-12,25813F-HRTimeline
BridgePort Financial Solutions, LLC10,463$507K0.13%-28613F-HRTimeline
Refined Wealth Management10,388$503K0.3%-8813F-HRTimeline
Christensen, King & Associates Investme…10,364$502K0.2%013F-HRTimeline
Stash Investments, LLC10,335$501K0.16%new13F-HRTimeline
SPINNAKER TRUST10,233$496K0.02%+8713F-HRTimeline
Simplicity Wealth,LLC10,168$492K0.02%+95013F-HRTimeline
Pacific Park Financial, Inc.10,085$488K0.28%-2,45913F-HRTimeline
Coastline Trust Co10,081$488K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JIM SAULNIER & ASSOCIATES, LLC10,076$488K0.2%+4,51413F-HRTimeline
PETRA FINANCIAL ADVISORS INC9,990$484K0.22%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,985$484K0.05%-78313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,965$483K0.01%+4,73213F-HRTimeline
Independent Wealth Network Inc.9,950$482K0.12%+1,33813F-HRTimeline
Ground Swell Capital, LLC9,931$481K0.52%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV9,877$478K0.01%+11813F-HRTimeline
Accurate Wealth Management, LLC9,940$478K0.05%-4,68513F-HRTimeline
FINANCIAL CONSULATE, INC9,752$472K0.05%+1613F-HRTimeline
Eaton-Cambridge Inc.9,741$472K0.13%+1,47113F-HRTimeline
Lynx Investment Advisory9,717$471K0.15%+42713F-HRTimeline
GC Wealth Management RIA, LLC9,675$469K0.03%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP9,659$468K0.06%+4,41813F-HRTimeline
Maia Wealth LLC9,578$464K0.07%-1,89213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC9,520$461K0.09%+16913F-HRTimeline
Composition Wealth, LLC9,493$460K0.01%-1,63813F-HRTimeline
MMA ASSET MANAGEMENT LLC9,465$458K0.15%+1,02513F-HRTimeline
SilverOak Wealth Management LLC9,450$458K0.06%+55313F-HRTimeline
WAYSTONE ADVISORS LLC9,406$456K0.34%-6513F-HRTimeline
Gladstone Institutional Advisory LLC9,384$454K0.01%-39413F-HRTimeline
Venturi Wealth Management, LLC9,286$450K0.02%-329,61913F-HRTimeline
Axis Wealth Partners, LLC9,273$449K0.22%-19313F-HRTimeline
Xena Financial Planning, LLC9,267$449K0.43%-1,16013F-HRTimeline
Tennessee Valley Asset Management Partn…9,130$442K0.05%+70813F-HRTimeline
Courage Miller Partners, LLC9,129$442K0.12%013F-HRTimeline
Churchill Financial Advisors, LLC9,086$440K0.08%+3,30913F-HRTimeline
Merited Wealth, LLC9,069$439K0.31%-11,56313F-HRTimeline
Capital Asset Managemnet, LLC9,041$438K0.99%-37,71413F-HRTimeline
Verdence Capital Advisors LLC9,035$438K0.02%-2513F-HRTimeline
Ausdal Financial Partners, Inc.8,910$432K0.02%-61713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,908$431K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,902$431K0.03%-1413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,768$425K0.04%new13F-HRTimeline
Koss-Olinger Consulting, LLC8,748$424K0.03%+9513F-HRTimeline
HBK Sorce Advisory LLC8,811$423K0.01%+32413F-HRTimeline
Mission Creek Capital Partners, Inc.8,697$421K0.07%-1,19813F-HRTimeline
Institute for Wealth Management, LLC.8,675$420K0.04%-1,62413F-HRTimeline
LexAurum Advisors, LLC8,628$418K0.05%+1,06513F-HRTimeline
CRA Financial Services, LLC8,572$415K0.05%+1,75013F-HRTimeline
Joel Adams & Associates, Inc.8,537$413K0.27%+2,34813F-HRTimeline
LAM GROUP, INC.8,510$412K0.2%-22513F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.8,564$411K0.32%-5,94213F-HRTimeline
Markowski Investments8,484$411K0.09%13F-HRTimeline
Private Wealth Management Group, LLC8,449$409K0.09%013F-HRTimeline
Lantern Wealth Advisors, LLC8,449$409K0.19%-40213F-HRTimeline
Focus Financial Network, Inc.8,442$409K0.01%-32,26213F-HRTimeline
Vantage Point Financial LLC8,400$407K0.12%+34213F-HRTimeline
Mechanics Bank Trust Department8,337$404K0.05%new13F-HRTimeline
Gibraltar Capital Management, Inc.8,324$403K0.06%-1,41113F-HRTimeline
Oceanside Advisors LLC8,311$402K0.2%+3513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,171$396K<0.01%+1,82113F-HRTimelineGroup
BAYBAN8,128$394K0.3%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC8,029$389K0.27%+29413F-HRTimeline
BARRETT & COMPANY, INC.7,943$385K0.11%+113F-HRTimeline
Oakwell Private Wealth Management, LLC7,898$383K0.06%+1,14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Silver Grove Financial Group, Inc.7,896$382K0.21%+3,46213F-HRTimeline
Kohmann Bosshard Financial Services, LLC7,840$380K0.03%+83813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,813$378K<0.01%+1,52413F-HRTimelineGroup
Texas Yale Capital Corp.7,775$377K0.01%+12513F-HRTimeline
Beacon Financial Advisory LLC7,757$376K0.07%+1213F-HRTimeline
Frank, Rimerman Advisors LLC7,728$374K0.02%+413F-HRTimeline
Forefront Wealth Partners, LLC7,715$374K0.12%+1,27513F-HRTimeline
MTM Investment Management, LLC7,707$373K0.11%new13F-HRTimeline
Raleigh Capital Management Inc.7,677$372K0.12%-42513F-HRTimeline
N.E.W. Advisory Services LLC7,658$371K0.02%-1,86313F-HRTimeline
Snowden Capital Advisors LLC7,650$370K0.01%-25913F-HRTimeline
Mason Investment Advisory Services, Inc.7,608$368K0.01%new13F-HRTimeline
CITY HOLDING CO7,600$368K0.04%-25513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,553$366K0.03%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC7,549$366K0.34%-2,22413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,529$365K0.01%+94513F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,519$364K0.04%-2,15213F-HRTimeline
Root Financial Partners, LLC7,507$364K0.01%+1,02413F-HRTimeline
Accretive Wealth Partners, LLC7,497$363K0.09%-2,51313F-HRTimeline
Dynamic Wealth Strategies, LLC7,451$361K0.19%+19113F-HRTimeline
CHANNEL WEALTH LLC7,420$359K0.08%new13F-HRTimeline
Modern Wealth Management, LLC7,419$359K<0.01%-44213F-HRTimeline
CAP Partners, LLC7,411$359K0.18%-1,08813F-HRTimeline
Hennion & Walsh Asset Management, Inc.7,392$358K0.01%-85113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,346$356K<0.01%new13F-HRTimelineGroup
Hilltop Partners LLC7,344$356K0.09%-179,65913F-HRTimeline
Lodestone Wealth Management LLC7,330$355K0.13%-79813F-HRTimeline
Innovative Wealth Building LLC7,253$351K0.2%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,222$350K<0.01%new13F-HRTimeline
Patten Group, Inc.7,234$350K0.05%+16013F-HRTimeline
TrueWealth Advisors, LLC7,228$350K0.08%-1813F-HRTimeline
PACK Private Wealth, LLC7,217$350K0.14%013F-HRTimeline
Family CFO Inc7,213$349K0.13%+94513F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,200$349K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC7,200$349K0.05%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,197$349K0.02%-39613F-HRTimelineGroup
Proactive Wealth Strategies LLC7,165$347K0.06%-10713F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV7,235$347K0.34%-1,12213F-HRTimeline
American Investment Services, Inc.7,132$345K0.07%+11213F-HRTimeline
Oak Harvest Investment Services7,101$344K0.03%-46213F-HRTimeline
MONECO ADVISORS, LLC7,062$342K0.02%+74013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC7,040$341K0.02%new13F-HRTimeline
Indiana Trust & Investment Management Co7,000$339K0.09%013F-HRTimeline
Berger Financial Group, Inc6,980$338K0.02%+513F-HRTimeline
Verity Asset Management, Inc.6,971$338K0.13%+58613F-HRTimeline
Innova Wealth Partners6,920$335K0.14%013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC6,909$335K0.09%+1813F-HRTimeline
TrustWell Financial Advisors, LLC6,891$334K0.28%+8513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC6,830$331K0.1%-3913F-HRTimeline
Archer Investment Corp6,764$328K0.06%-55413F-HR/ATimeline
Keystone Financial Group6,756$327K0.02%-29613F-HRTimeline
Sound Income Strategies, LLC6,690$324K0.01%+2,54513F-HRTimeline
Cadia Private Client LLC6,668$323K0.23%new13F-HRTimeline
Tradewinds, LLC.2,684$321K0.08%new13F-HRTimeline