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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

927 managers (937 13F filers) reported a position in BNDX shares at 2024-12-31, 721,022,726 shares in all. 69 filers opened a position and 73 filers sold out during the quarter.

Managers
927
13F filers
937
New
69
Added
434
Reduced
264
Sold out
73
Shares held by filers
721,022,726

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Peninsula Wealth, LLC9,186$451K0.08%013F-HRTimeline
CENTAURUS FINANCIAL, INC.9,169$450K0.03%+3,57713F-HRTimeline
Institute for Wealth Management, LLC.9,154$449K0.06%-60013F-HRTimeline
Private Wealth Management Group, LLC9,081$445K0.17%+96913F-HRTimeline
HBW ADVISORY SERVICES LLC9,059$444K0.05%+2,83213F-HRTimeline
Hoxton Planning & Management, LLC8,998$441K0.17%-5313F-HRTimeline
N.E.W. Advisory Services LLC8,906$437K0.04%-38613F-HRTimeline
Summit Trail Advisors, LLC8,869$435K0.02%new13F-HRTimeline
IVC Wealth Advisors LLC8,853$434K0.24%+24913F-HRTimeline
Sloy Dahl & Holst, LLC8,848$434K0.06%+3,88813F-HRTimeline
IFG Advisory, LLC8,839$434K0.02%new13F-HRTimeline
Crabel Capital Management, LLC8,834$433K1.41%-58,44113F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC8,787$431K0.11%+1,31913F-HRTimelineGroup
Burt Wealth Advisors8,747$429K0.11%013F-HRTimeline
Coastline Trust Co8,659$425K0.05%+84513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Laird Norton Wetherby Wealth Management…8,557$420K0.02%+18913F-HRTimeline
WealthTrak Capital Management LLC8,549$419K0.35%13F-HRTimeline
Advyzon Investment Management, LLC8,434$414K0.16%13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,410$413K0.11%13F-HRTimeline
Accurate Wealth Management, LLC8,489$412K0.08%+74613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,325$408K0.01%+2,10113F-HRTimelineGroup
Christensen, King & Associates Investme…8,273$406K0.19%-7213F-HRTimeline
Axis Wealth Partners, LLC8,263$405K0.34%13F-HRTimeline
Courage Miller Partners, LLC8,261$405K0.14%013F-HRTimeline
MMA ASSET MANAGEMENT LLC8,243$404K0.18%-12,98413F-HRTimeline
Patriot Financial Group Insurance Agenc…8,240$404K0.05%+7013F-HRTimeline
Capasso Planning Partners LLC8,192$402K0.16%+8013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,188$402K0.01%013F-HRTimelineGroup
Oceanside Advisors LLC8,151$400K0.3%+69213F-HRTimeline
New England Private Wealth Advisors LLC8,136$399K0.06%+20113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,095$399K0.03%new13F-HRTimelineGroup
Proquility Private Wealth Partners, LLC8,099$397K0.13%-2,28813F-HRTimeline
Checchi Capital Advisers, LLC8,054$395K0.03%+3,56313F-HRTimeline
Elios Financial Group Inc.8,034$394K0.19%-1013F-HRTimeline
Lynx Investment Advisory7,978$391K0.27%+19813F-HRTimeline
Bleakley Financial Group, LLC7,866$386K0.01%-14613F-HRTimeline
Diversified Portfolios, Inc.7,859$385K0.04%-6413F-HRTimeline
BLAIR WILLIAM & CO/IL7,724$379K<0.01%+3,58413F-HRTimeline
Marshall Financial Group, LLC7,715$378K0.09%+9013F-HRTimeline
Trinity Wealth Management, LLC7,656$376K0.17%+64013F-HRTimeline
BridgePort Financial Solutions, LLC7,599$375K0.17%13F-HRTimeline
Avantax Planning Partners, Inc.7,637$375K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC7,613$373K0.04%-10013F-HR/ATimeline
Retirement Planning Group, LLC7,572$371K0.02%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,498$368K0.01%+7,49713F-HRTimeline
BARRETT & COMPANY, INC.7,442$365K0.15%+2713F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,434$365K0.32%-1,41613F-HRTimeline
Kiker Wealth Management, LLC7,427$364K0.3%13F-HRTimeline
UMB Bank, n.a.7,410$363K0.01%-10,31113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Frank, Rimerman Advisors LLC7,400$363K0.03%013F-HRTimeline
Raleigh Capital Management Inc.7,349$360K0.14%+1513F-HRTimeline
Berger Financial Group, Inc7,327$359K0.02%-1,66213F-HRTimeline
Wescott Financial Advisory Group, LLC7,281$357K0.04%new13F-HRTimeline
LIBRA WEALTH LLC7,236$355K0.14%013F-HRTimeline
Pinnacle Financial Group, LLC / IL7,234$355K0.14%+2113F-HRTimeline
Larson Financial Group LLC7,202$353K0.02%+6,15113F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,200$353K0.01%-40213F-HRTimeline
MainStreet Investment Advisors LLC7,200$353K0.05%013F-HRTimeline
Mendel Capital Management LLC7,195$353K0.21%+15713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT7,179$352K0.16%+1,45513F-HRTimeline
PETRA FINANCIAL ADVISORS INC7,176$352K0.24%+19313F-HRTimeline
Alpha Omega Wealth Management LLC7,166$351K0.07%-2,10513F-HRTimeline
Oak Harvest Investment Services7,127$350K0.05%+2,87113F-HRTimeline
WESBANCO BANK INC7,076$347K0.01%+2,52713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,027$345K<0.01%new13F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC7,009$344K0.16%-2,06913F-HRTimeline
PACK Private Wealth, LLC7,005$344K0.2%+11913F-HRTimeline
Indiana Trust & Investment Management Co7,000$343K0.12%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,982$342K0.14%+2,23813F-HRTimeline
Logan Stone Capital, LLC6,896$338K0.11%-4,30013F-HRTimeline
Innova Wealth Partners6,886$338K0.21%new13F-HRTimeline
Estate Counselors, LLC6,865$337K0.04%new13F-HRTimeline
Boston Standard Wealth Management, LLC6,834$335K0.07%+1,02713F-HRTimeline
Transcendent Capital Group LLC6,820$335K0.17%+35213F-HRTimeline
SVB WEALTH LLC6,789$333K0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC6,760$332K0.23%13F-HRTimeline
Modern Wealth Management, LLC6,754$331K0.01%+56113F-HR/ATimeline
Oakwell Private Wealth Management, LLC6,644$326K0.09%013F-HRTimeline
Ridgewood Investments LLC6,614$324K0.16%+3,13013F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,612$324K0.03%+3013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,601$324K0.03%+1,39813F-HRTimeline
White Lighthouse Investment Management …6,577$323K0.06%-3013F-HRTimeline
FSA Advisors, Inc.6,564$322K0.39%-24,54513F-HRTimeline
FSC Wealth Advisors, LLC6,558$322K0.21%+92613F-HRTimeline
Evanson Asset Management, LLC6,539$321K0.02%+14613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,524$320K0.01%+16913F-HRTimelineGroup
DAVENPORT & Co LLC6,414$315K<0.01%-6513F-HRTimeline
Claris Financial LLC6,401$314K0.21%13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV6,376$312K0.31%+1,53813F-HRTimeline
Hubbell Strickland Wealth Management, L…6,283$308K0.15%+6513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC6,276$308K0.01%-19,52913F-HRTimeline
Jacobi Capital Management LLC6,258$307K0.02%+12813F-HRTimeline
Phil A. Younker & Associates, Ltd.6,250$307K0.31%13F-HRTimeline
Encompass More Asset Management6,104$299K0.1%+9313F-HRTimeline
Alta Wealth Advisors LLC6,089$299K0.13%+18313F-HRTimeline
Hardin Capital Partners, LLC6,077$298K0.18%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC6,053$297K0.33%13F-HRTimeline
Parkshore Wealth Management, Inc.6,041$296K0.18%13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,040$296K0.06%new13F-HRTimeline
Washington Trust Bank6,000$294K0.03%+1,49513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…5,961$292K0.12%-13913F-HRTimelineGroup
Quad-Cities Investment Group, LLC5,955$292K0.14%+1,10113F-HRTimeline
L.M. KOHN & COMPANY5,922$290K0.08%-3613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC5,764$290K0.17%13F-HRTimeline
FSM Wealth Advisors, LLC5,914$289K0.07%+1,83213F-HRTimeline
Darden Wealth Group Inc5,822$286K0.19%+713F-HRTimeline
Argent Trust Co5,808$285K0.01%-1,76513F-HRTimeline
SYON CAPITAL LLC5,800$284K0.03%new13F-HRTimeline
Strategic Financial Concepts, LLC5,784$284K0.05%-1,47313F-HR/ATimeline
Mayflower Financial Advisors, LLC5,776$283K0.04%+81013F-HRTimeline
WPG Advisers, LLC5,756$282K0.26%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,729$281K0.07%+88213F-HRTimeline
Reyes Financial Architecture, Inc.5,648$277K0.22%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC5,611$275K0.04%+8713F-HRTimeline
Brown Financial Advisory5,601$275K0.2%-60013F-HRTimeline
New Harbor Financial Group, LLC5,600$275K0.08%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC5,600$275K0.08%new13F-HRTimeline
Revolve Wealth Partners, LLC5,571$273K0.04%+24113F-HR/ATimeline
Patten Group, Inc.5,550$272K0.06%+42713F-HRTimeline
Onyx Bridge Wealth Group LLC5,546$272K0.04%-2,36913F-HRTimeline
Aspect Partners, LLC5,522$271K0.16%-3,54413F-HRTimeline
Willis Johnson & Associates, Inc.5,518$271K0.02%+6013F-HRTimeline
Jackson Hole Capital Partners, LLC5,479$269K0.05%013F-HRTimeline
Rede Wealth, LLC5,445$267K0.1%new13F-HRTimeline
CVA Family Office, LLC5,424$266K0.04%-19113F-HRTimeline
Financial Guidance Group, Inc.5,394$265K0.14%013F-HRTimeline
Crestwood Advisors Group, LLC5,355$263K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC5,304$260K0.01%+28713F-HRTimeline
ORG Partners LLC5,267$259K0.04%-92413F-HRTimeline
VERITY Wealth Advisors5,268$258K0.19%+3113F-HRTimeline
Colonial River Investments, LLC5,237$257K0.12%-78413F-HRTimeline
Hanson & Doremus Investment Management5,210$256K0.04%-88413F-HRTimeline
Eagle Strategies LLC5,203$255K0.04%+12713F-HRTimeline
Cypress Wealth Services, LLC5,167$253K0.05%-32513F-HRTimeline
Advisor Resource Council5,040$247K0.18%new13F-HRTimeline
Trademark Financial Management, LLC5,039$247K0.2%-34713F-HRTimeline
Affinity Capital Advisors, LLC5,048$246K0.05%-1,73013F-HRTimeline
UPTICK PARTNERS, LLC5,004$245K0.09%+82513F-HRTimeline
Sterling Investment Counsel, LLC4,981$244K0.16%+4413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,960$243K0.02%new13F-HR/ATimeline
Cornerstone Planning Group LLC4,953$243K0.06%-22213F-HRTimeline
Keystone Financial Group4,915$241K0.02%+53213F-HRTimeline
BRIGHTON JONES LLC4,913$241K0.01%new13F-HR/ATimeline
Financial Engines Advisors L.L.C.4,910$241K<0.01%+80713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,880$239K0.04%-20013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV4,855$238K0.08%+9313F-HRTimeline
Hopwood Financial Services, Inc.4,852$238K0.18%13F-HRTimeline
Rock Point Advisors, LLC4,850$238K0.07%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,826$237K0.05%+3313F-HRTimeline
Frisch Financial Group, Inc.4,790$235K0.07%013F-HRTimeline
Independent Wealth Network Inc.4,760$233K0.09%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,748$233K0.03%-1,78913F-HRTimeline
McKinley Carter Wealth Services, Inc.4,737$232K0.01%-58513F-HRTimeline
Western Wealth Management, LLC4,699$230K0.02%-3,80213F-HR/ATimeline
Quadcap Wealth Management, LLC4,678$229K0.03%new13F-HRTimeline
MEANS INVESTMENT CO., INC.4,653$228K0.02%-5213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,626$227K0.02%new13F-HRTimeline
HANOVER ADVISORS INC4,625$227K0.1%013F-HRTimeline
Cornerstone Wealth Management, LLC4,612$226K0.02%-5013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,610$226K0.01%-51613F-HRTimeline
Prospera Financial Services Inc4,583$225K0.01%-4413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,584$225K0.01%-30413F-HRTimelineGroup
Family Investment Center, Inc.4,577$225K0.06%-97213F-HRTimeline
Clientfirst Wealth Management, LLC4,576$224K0.23%13F-HRTimeline
Simplicity Wealth,LLC4,560$224K0.05%+17013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,535$222K0.01%+43113F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/4,484$220K0.14%+11513F-HRTimeline
Certified Advisory Corp4,482$220K0.02%new13F-HRTimeline
Summit Wealth Partners, LLC4,451$218K0.04%-313F-HRTimeline
Blue Trust, Inc.4,418$217K<0.01%+2,49113F-HR/ATimeline
Second Line Capital, LLC4,418$217K0.06%new13F-HRTimeline
Park Edge Advisors, LLC4,372$214K0.06%-14113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,367$214K0.02%-54513F-HRTimeline
GFG Capital, LLC4,352$213K0.06%013F-HRTimeline
Finward Bancorp4,340$213K0.18%13F-HRTimeline
Yoffe Investment Management, LLC4,328$212K0.32%13F-HR/ATimeline
Richard W. Paul & Associates, LLC4,319$212K0.08%+17213F-HRTimeline
Versant Capital Management, Inc4,304$211K0.05%013F-HRTimeline
Perennial Investment Advisors, LLC4,293$211K0.02%-49113F-HRTimeline
Capital Planning LLC4,189$205K0.05%new13F-HRTimeline
Plan A Wealth LLC4,178$205K0.19%13F-HRTimeline
Traveka Wealth, LLC4,172$205K0.11%-24,81713F-HRTimeline
Hutchens & Kramer Investment Management…4,160$204K0.11%new13F-HRTimeline
Cherry Tree Wealth Management, LLC4,148$203K0.05%013F-HRTimeline
One Degree Advisors Inc4,144$203K0.08%-2,50213F-HRTimeline
Donald L. Hagan, LLC4,109$202K0.1%-41913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,099$201K0.05%new13F-HRTimeline
Joel Adams & Associates, Inc.4,092$201K0.18%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,909$192K0.13%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,891$191K0.02%-8,11713F-HRTimeline
Smithfield Trust Co3,785$186K0.01%013F-HRTimeline
Truvestments Capital LLC3,359$165K0.04%new13F-HRTimeline
LFA - Lugano Financial Advisors SA3,053$150K0.1%-4,47913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,048$150K0.01%-1,63213F-HRTimeline
S.A. Mason LLC2,971$146K0.08%013F-HRTimeline
Aventura Private Wealth, LLC2,873$141K0.08%13F-HRTimeline
PRIVATE TRUST CO NA2,623$129K0.01%-1,41413F-HRTimeline
Pinnacle Bancorp, Inc.2,487$122K0.04%+2,15413F-HRTimeline
McIlrath & Eck, LLC2,455$120K0.02%+16213F-HRTimeline
Dunhill Financial, LLC2,341$115K0.05%+63613F-HRTimeline