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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

925 managers (934 13F filers) reported a position in BNDX shares at 2025-03-31, 731,412,870 shares in all. 94 filers opened a position and 86 filers sold out during the quarter.

Managers
925
13F filers
934
New
94
Added
418
Reduced
333
Sold out
86
Shares held by filers
731,412,870

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Occidental Asset Management, LLC9,398$459K0.07%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC9,375$458K0.46%-16313F-HRTimeline
Mendel Capital Management LLC9,302$454K0.27%+2,10713F-HRTimeline
Regal Investment Advisors LLC9,213$450K0.04%-1,14813F-HRTimeline
TrueWealth Advisors, LLC9,099$444K0.15%-1,43813F-HRTimeline
Private Wealth Management Group, LLC9,081$443K0.16%013F-HRTimeline
Applied Capital LLC9,044$442K0.22%-17,26313F-HRTimeline
Murphy & Mullick Capital Management Corp8,995$439K0.43%-84713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC8,990$439K0.04%new13F-HRTimeline
Verity Asset Management, Inc.8,957$437K0.18%-92513F-HRTimeline
McKinley Carter Wealth Services, Inc.8,874$433K0.03%+4,13713F-HRTimeline
CENTAURUS FINANCIAL, INC.8,805$430K0.03%-36413F-HRTimeline
Forefront Wealth Partners, LLC8,802$430K0.29%new13F-HRTimeline
Institute for Wealth Management, LLC.8,732$426K0.05%-42213F-HRTimeline
LIBRA WEALTH LLC8,635$422K0.16%+1,39913F-HRTimeline
Snowden Capital Advisors LLC8,454$413K0.01%-2,31113F-HRTimeline
Christensen, King & Associates Investme…8,447$411K0.19%+17413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,411$411K0.01%+91313F-HRTimeline
Burt Wealth Advisors8,372$409K0.1%-37513F-HRTimeline
Cornerstone Planning Group LLC8,279$408K0.1%+3,32613F-HRTimeline
American Investment Services, Inc.8,299$405K0.07%-1,91413F-HRTimeline
Axis Wealth Partners, LLC8,210$401K0.3%-5313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,188$400K0.01%013F-HRTimelineGroup
Trinity Wealth Management, LLC8,184$400K0.18%+52813F-HRTimeline
Courage Miller Partners, LLC8,150$398K0.13%-11113F-HRTimeline
Capasso Planning Partners LLC8,124$397K0.17%-6813F-HRTimeline
Summit Trail Advisors, LLC8,087$395K0.01%-78213F-HRTimeline
IFG Advisory, LLC8,079$394K0.02%-76013F-HRTimeline
Checchi Capital Advisers, LLC8,030$392K0.03%-2413F-HRTimeline
SMITH, MOORE & CO.8,028$392K0.04%new13F-HRTimeline
Capital Planning LLC7,995$390K0.11%+3,80613F-HRTimeline
BARRETT & COMPANY, INC.7,994$390K0.17%+55213F-HRTimeline
Oceanside Advisors LLC7,914$386K0.28%-23713F-HRTimeline
Berger Financial Group, Inc7,766$379K0.03%+43913F-HRTimeline
Marshall Financial Group, LLC7,723$377K0.08%+813F-HRTimeline
MMA ASSET MANAGEMENT LLC7,723$377K0.16%-52013F-HRTimeline
Raleigh Capital Management Inc.7,682$375K0.17%+33313F-HRTimeline
Five Oceans Advisors7,620$372K0.18%-1,82513F-HRTimeline
Focus Financial Network, Inc.7,588$370K0.02%-1,72913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT7,532$368K0.15%+35313F-HRTimeline
PETRA FINANCIAL ADVISORS INC7,524$367K0.3%+34813F-HRTimeline
Clearstead Advisors, LLC7,512$367K0.01%-2,39213F-HRTimeline
Elios Financial Group Inc.7,492$366K0.18%-54213F-HRTimeline
CONDOR CAPITAL MANAGEMENT7,470$365K0.03%+85813F-HRTimeline
WESBANCO BANK INC7,442$363K0.01%+36613F-HRTimeline
Koss-Olinger Consulting, LLC7,420$362K0.03%new13F-HRTimeline
Frank, Rimerman Advisors LLC7,400$361K0.03%013F-HRTimeline
Arkadios Wealth Advisors7,394$361K0.01%new13F-HRTimeline
Transcendent Capital Group LLC7,391$361K0.2%+57113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,390$361K0.01%+86613F-HRTimelineGroup
DAVENPORT & Co LLC7,386$361K<0.01%+97213F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,382$360K0.32%-5213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST7,380$360K0.04%-10,83913F-HRTimeline
FSC Wealth Advisors, LLC7,293$356K0.23%+73513F-HRTimeline
Alpha Omega Wealth Management LLC7,245$354K0.07%+7913F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,200$352K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC7,200$352K0.05%013F-HRTimeline
Keystone Financial Group7,117$347K0.04%+2,20213F-HRTimeline
Etesian Wealth Advisors, Inc.7,109$347K0.15%-5,87713F-HRTimeline
BIP Wealth, LLC7,105$347K0.02%new13F-HRTimeline
Kelly Financial Services LLC7,100$347K0.12%-4,55313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC7,086$346K0.16%+7713F-HRTimeline
Venturi Wealth Management, LLC7,080$346K0.02%-338,05313F-HRTimeline
Mayflower Financial Advisors, LLC7,076$345K0.05%+1,30013F-HRTimeline
Indiana Trust & Investment Management Co7,000$342K0.12%013F-HRTimeline
PACK Private Wealth, LLC6,946$339K0.2%-5913F-HRTimeline
Modern Wealth Management, LLC6,940$339K0.01%+18613F-HR/ATimeline
Innova Wealth Partners6,886$336K0.21%013F-HRTimeline
MONECO ADVISORS, LLC6,862$335K0.03%-75113F-HR/ATimeline
Fisher Asset Management, LLC6,849$334K<0.01%-17,96913F-HRTimeline
Onyx Bridge Wealth Group LLC6,830$333K0.05%+1,28413F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV6,802$332K0.32%+42613F-HRTimeline
White Lighthouse Investment Management …6,737$329K0.06%+16013F-HRTimeline
Lynx Investment Advisory6,692$327K0.22%-1,28613F-HRTimeline
Oakwell Private Wealth Management, LLC6,644$324K0.09%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,551$320K0.04%-1,54413F-HRTimelineGroup
Quad-Cities Investment Group, LLC6,539$319K0.16%+58413F-HRTimeline
Claris Financial LLC6,401$314K0.21%013F-HRTimeline
Leo Wealth, LLC6,406$313K0.04%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,404$313K<0.01%new13F-HRTimelineGroup
Goepper Burkhardt LLC6,395$312K0.12%new13F-HRTimeline
Reyes Financial Architecture, Inc.6,393$312K0.23%+74513F-HRTimeline
Accurate Wealth Management, LLC6,317$309K0.06%-2,17213F-HRTimeline
Oak Harvest Investment Services6,319$308K0.04%-80813F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,359$308K0.04%+1,61113F-HRTimeline
IHT Wealth Management, LLC6,314$308K0.01%-5,44613F-HRTimeline
Alta Wealth Advisors LLC6,256$305K0.14%+16713F-HRTimeline
Phil A. Younker & Associates, Ltd.6,250$305K0.3%013F-HRTimeline
Brooklyn Investment Group6,210$303K0.07%new13F-HRTimeline
Evanson Asset Management, LLC6,158$301K0.02%-38113F-HRTimeline
Hanson & Doremus Investment Management6,145$300K0.04%+93513F-HRTimeline
Golden State Wealth Management, LLC6,100$298K0.04%+5,14813F-HR/ATimeline
PFC CAPITAL GROUP, INC.6,071$296K0.15%new13F-HRTimeline
Copperleaf Capital, LLC6,046$295K0.18%new13F-HRTimeline
Hardin Capital Partners, LLC6,034$295K0.18%-4313F-HRTimeline
VERITY Wealth Advisors6,018$294K0.22%+75013F-HRTimeline
Washington Trust Bank6,000$293K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avidian Wealth Enterprises, LLC5,968$291K0.01%new13F-HRTimeline
WBH ADVISORY INC5,936$290K0.03%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…5,808$284K0.13%-15313F-HRTimelineGroup
Kiker Wealth Management, LLC5,750$281K0.19%-1,67713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,712$279K<0.01%-6,43913F-HRTimeline
Darden Wealth Group Inc5,673$277K0.21%-14913F-HRTimeline
Willis Johnson & Associates, Inc.5,653$276K0.02%+13513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC5,624$275K0.04%+1313F-HRTimeline
Hoxton Planning & Management, LLC5,607$274K0.1%-3,39113F-HRTimeline
New Harbor Financial Group, LLC5,600$273K0.07%013F-HRTimeline
Revolve Wealth Partners, LLC5,581$272K0.04%+1013F-HRTimeline
L.M. KOHN & COMPANY5,557$271K0.07%-36513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,523$270K0.11%-1,45913F-HRTimeline
Aspect Partners, LLC5,522$270K0.15%013F-HRTimeline
Jacobi Capital Management LLC5,516$269K0.02%-74213F-HRTimeline
Jackson Hole Capital Partners, LLC5,479$267K0.05%013F-HRTimeline
Legacy Financial Group LLC5,422$265K0.04%-66213F-HRTimeline
Rossby Financial, LCC5,345$264K0.11%-11,10613F-HRTimeline
Financial Guidance Group, Inc.5,394$263K0.14%013F-HRTimeline
Beacon Financial Advisory LLC5,375$262K0.08%new13F-HRTimeline
CVA Family Office, LLC5,306$259K0.04%-11813F-HRTimeline
Patten Group, Inc.5,265$257K0.06%-28513F-HRTimeline
LexAurum Advisors, LLC5,248$256K0.05%new13F-HRTimeline
Bridgewater Advisors Inc.5,173$256K0.02%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…5,225$255K0.12%-1,05813F-HRTimeline
Independent Wealth Network Inc.5,214$255K0.1%+45413F-HRTimeline
Rede Wealth, LLC5,184$253K0.09%-26113F-HRTimeline
Sterling Investment Counsel, LLC5,158$252K0.09%+17713F-HRTimeline
Dorsey & Whitney Trust CO LLC5,146$251K0.01%-15813F-HRTimeline
PRIVATE TRUST CO NA5,144$251K0.03%+2,52113F-HRTimeline
Donald L. Hagan, LLC5,126$250K0.13%+1,01713F-HRTimeline
Cypress Wealth Services, LLC5,117$250K0.05%-5013F-HRTimeline
OPTIMA CAPITAL LLC5,079$248K0.16%-1,68113F-HRTimeline
Capital Investment Advisory Services, L…5,034$246K0.02%new13F-HRTimeline
WPG Advisers, LLC5,024$245K0.23%-73213F-HRTimeline
Strategic Financial Concepts, LLC5,016$245K0.05%-76813F-HRTimeline
Encompass More Asset Management5,012$245K0.07%-1,09213F-HRTimeline
NorthStar Asset Management LLC /NJ/4,965$242K0.15%+48113F-HRTimeline
BLAIR WILLIAM & CO/IL4,950$242K<0.01%-2,77413F-HRTimeline
Walkner Condon Financial Advisors LLC4,897$239K0.05%new13F-HRTimeline
Joel Adams & Associates, Inc.4,884$238K0.21%+79213F-HRTimeline
Hutchens & Kramer Investment Management…4,854$237K0.13%+69413F-HRTimeline
Rock Point Advisors, LLC4,850$237K0.07%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…4,847$237K0.06%-88213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,840$236K0.03%new13F-HRTimelineGroup
NOESIS CAPITAL MANGEMENT CORP4,826$236K0.05%013F-HR/ATimeline
Heritage Financial Services, LLC4,819$235K0.02%new13F-HRTimeline
Parallel Advisors, LLC4,802$234K0.01%+3,87113F-HRTimeline
Frisch Financial Group, Inc.4,787$234K0.07%-313F-HRTimeline
Colonial River Investments, LLC4,785$234K0.13%-45213F-HRTimeline
Pine Valley Investments Ltd Liability Co4,778$233K0.01%+16813F-HRTimeline
COREPATH WEALTH PARTNERS LLC4,700$232K0.22%new13F-HRTimeline
Financial Advocates Investment Manageme…4,738$231K0.02%-6,34913F-HRTimeline
Western Wealth Management, LLC4,705$230K0.02%+613F-HRTimeline
BridgePort Financial Solutions, LLC4,678$228K0.1%-2,92113F-HRTimeline
Facet Wealth, Inc.4,629$228K0.01%new13F-HRTimeline
Affinity Capital Advisors, LLC4,637$227K0.04%-41113F-HRTimeline
Cornerstone Wealth Management, LLC4,620$226K0.02%+813F-HRTimeline
UPTICK PARTNERS, LLC4,581$224K0.08%-42313F-HRTimeline
Simplicity Wealth,LLC4,576$223K0.02%+1613F-HRTimeline
Clientfirst Wealth Management, LLC4,576$223K0.25%013F-HRTimeline
HANOVER ADVISORS INC4,563$223K0.1%-6213F-HRTimeline
Certified Advisory Corp4,554$222K0.03%+7213F-HRTimeline
Opes Wealth Management LLC4,513$220K0.04%new13F-HRTimeline
Second Line Capital, LLC4,478$219K0.06%+6013F-HRTimeline
Sonoma Private Wealth LLC4,474$218K0.3%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,460$218K0.03%-42013F-HRTimeline
New England Private Wealth Advisors LLC4,444$217K0.03%-3,69213F-HRTimeline
Prospera Financial Services Inc4,432$217K<0.01%-15113F-HRTimeline
Family Investment Center, Inc.4,399$215K0.05%-17813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,352$212K0.02%-1513F-HRTimeline
GFG Capital, LLC4,352$212K0.07%013F-HRTimeline
Yoffe Investment Management, LLC4,328$211K0.31%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,304$210K0.02%-2,29713F-HRTimeline
Versant Capital Management, Inc4,304$210K0.04%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,275$209K0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED4,259$208K0.02%+1,21113F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC4,234$207K0.02%-39213F-HRTimeline
ORG Partners LLC4,228$207K0.05%-1,03913F-HRTimeline
Boston Standard Wealth Management, LLC4,209$205K0.05%-2,62513F-HRTimeline
Richard W. Paul & Associates, LLC4,172$204K0.08%-14713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,123$201K<0.01%new13F-HRTimeline
One Degree Advisors Inc4,116$200K0.08%-2813F-HRTimeline
Cherry Tree Wealth Management, LLC4,081$199K0.05%-6713F-HRTimeline
Smithfield Trust Co4,002$197K0.01%+21713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,873$189K0.13%-3613F-HRTimeline
MCF Advisors LLC3,701$181K0.01%+3,55313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV3,613$176K0.06%-1,24213F-HRTimeline
Cape Investment Advisory, Inc.3,251$159K0.06%+1,37413F-HRTimeline
Blue Trust, Inc.3,240$158K<0.01%-1,17813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,190$156K0.01%+2,63113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,138$153K<0.01%new13F-HRTimeline
Cooksen Wealth, LLC3,110$153K0.16%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,131$153K<0.01%-1,45313F-HRTimelineGroup
SVB WEALTH LLC3,110$152K0.01%-3,67913F-HRTimeline
LFA - Lugano Financial Advisors SA3,053$149K0.1%013F-HRTimeline
Clark Wealth Partners3,032$148K0.11%+3,01913F-HRTimeline
S.A. Mason LLC2,971$145K0.08%013F-HRTimeline
Aventura Private Wealth, LLC2,873$140K0.07%013F-HRTimeline
WealthTrak Capital Management LLC2,557$125K0.11%-5,99213F-HRTimeline
Pinnacle Bancorp, Inc.2,507$122K0.04%+2013F-HRTimeline
McIlrath & Eck, LLC2,455$120K0.01%013F-HRTimeline
Wayfinding Financial, LLC2,201$107K0.05%new13F-HRTimeline