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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

979 managers (990 13F filers) reported a position in BNDX shares at 2025-06-30, 777,369,357 shares in all. 117 filers opened a position and 73 filers sold out during the quarter.

Managers
979
13F filers
990
New
117
Added
472
Reduced
300
Sold out
73
Shares held by filers
777,369,357

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fiduciary Alliance LLC12,048$596K0.04%+2,47513F-HRTimeline
FAGAN ASSOCIATES, INC.12,026$595K0.09%+19113F-HRTimeline
Jentner Corp12,016$595K0.16%-8,08313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,993$594K-12,081Timeline
Soltis Investment Advisors LLC11,516$570K0.04%+2,04013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC11,451$567K0.09%-1,71213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC11,434$566K0.13%-3,54513F-HRTimeline
RFP Financial Group LLC11,406$565K0.23%+7313F-HRTimeline
Alpha Omega Wealth Management LLC11,282$559K0.1%+4,03713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,190$554K<0.01%-4,03513F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp11,171$553K0.02%-1,66513F-HRTimelineGroup
Simmons Bankin group Simmons Bank11,116$550K0.04%-28013F-HRTimelineGroup
RCS Financial Planning, LLC11,100$550K0.27%+32213F-HRTimeline
PRIVATE MANAGEMENT GROUP INC11,089$549K0.02%-22613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,061$548K0.04%-9,60313F-HRTimeline
Trivium Point Advisory, LLC10,938$542K0.06%+1,10213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,939$542K-787Timeline
LIBERTY WEALTH MANAGEMENT LLC10,934$541K0.08%-3013F-HRTimeline
Everest Private Wealth10,882$539K0.39%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV10,904$538K0.25%-2,91813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,740$532K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC10,709$530K0.02%+1,11013F-HRTimelineGroup
SilverOak Wealth Management LLC10,629$526K0.1%-1,60013F-HRTimeline
Holos Integrated Wealth LLC10,639$525K0.32%-12,12613F-HRTimeline
Elk River Wealth Management LLC10,589$524K0.09%013F-HRTimeline
FINANCIAL CONSULATE, INC10,526$521K0.1%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,482$519K0.04%+6413F-HRTimeline
Coastline Trust Co10,470$518K0.06%+12813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JOURNEY STRATEGIC WEALTH LLC10,465$518K0.02%new13F-HRTimeline
Advyzon Investment Management, LLC10,450$517K0.11%+33813F-HRTimeline
TD Waterhouse Canada Inc.10,420$515K<0.01%+79213F-HRTimeline
Old Mission Investment Co LLC10,392$515K0.14%+4713F-HRTimeline
Sloy Dahl & Holst, LLC10,356$513K0.07%+45213F-HRTimeline
Vermillion Wealth Management, Inc.10,354$513K0.24%-1,15413F-HRTimeline
Regal Investment Advisors LLC10,321$511K0.04%+1,10813F-HRTimeline
Tyche Wealth Partners LLC10,192$505K0.1%new13F-HRTimeline
Vantage Financial Partners, LLC10,163$503K0.12%-6,78013F-HRTimeline
Gibraltar Capital Management, Inc.10,145$502K0.1%+41013F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,096$500K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC10,050$498K0.05%+33813F-HRTimeline
Wilmington Savings Fund Society, FSB10,018$496K0.01%-1,83213F-HRTimeline
LongView Asset Management LLC10,009$496K0.37%-3,53213F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,938$492K0.05%+3,57913F-HRTimeline
Emerald Advisors, LLC9,870$489K0.06%-24,63613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC9,683$479K0.23%new13F-HRTimeline
Mendel Capital Management LLC9,578$474K0.27%+27613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC9,569$474K0.11%-3,35213F-HRTimeline
Laird Norton Wetherby Wealth Management…9,524$472K0.02%13F-HRTimeline
IVC Wealth Advisors LLC9,391$465K0.23%-4113F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV9,393$463K0.03%-1,19913F-HR/ATimeline
NESTEGG ADVISORS, INC.9,200$456K0.44%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.9,188$455K0.03%+31413F-HRTimeline
Consolidated Portfolio Review Corp9,118$451K0.06%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,074$449K0.01%-72,88113F-HRTimelineGroup
Fisher Asset Management, LLC9,055$448K<0.01%+2,20613F-HRTimeline
Steward Partners Investment Advisory, L…8,975$444K<0.01%-151,39713F-HRTimeline
Forthright Family Wealth Advisory LLC8,957$443K0.28%-4,86913F-HRTimeline
IHT Wealth Management, LLC8,887$440K0.01%+2,57313F-HRTimeline
IFG Advisory, LLC8,886$440K0.02%+80713F-HRTimeline
TrueWealth Advisors, LLC8,873$439K0.13%-22613F-HRTimeline
Snowden Capital Advisors LLC8,849$438K0.01%+39513F-HRTimeline
Applied Capital LLC8,822$437K0.19%-22213F-HRTimeline
Beacon Financial Advisory LLC8,709$431K0.11%+3,33413F-HRTimeline
White Lighthouse Investment Management …8,637$428K0.07%+1,90013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC8,628$427K0.04%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,529$422K0.02%+4,25413F-HRTimelineGroup
Institute for Wealth Management, LLC.8,491$420K0.05%-24113F-HRTimeline
WESBANCO BANK INC8,482$420K0.01%+1,04013F-HRTimeline
Christensen, King & Associates Investme…8,447$418K0.19%013F-HRTimeline
Balefire, LLC8,345$413K0.09%new13F-HRTimeline
Axis Wealth Partners, LLC8,341$413K0.27%+13113F-HRTimeline
Murphy & Mullick Capital Management Corp8,361$413K0.34%-63413F-HRTimeline
Burt Wealth Advisors8,321$412K0.09%-5113F-HRTimeline
CENTAURUS FINANCIAL, INC.8,219$407K0.02%-58613F-HRTimeline
Oregon Pacific Wealth Management, LLC8,203$406K0.38%-1,17213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,188$405K0.01%013F-HRTimelineGroup
Courage Miller Partners, LLC8,150$404K0.13%013F-HRTimeline
Palisades Hudson Asset Management, L.P.8,137$403K0.16%new13F-HRTimeline
Private Wealth Management Group, LLC8,112$402K0.13%-96913F-HRTimeline
DecisionPoint Financial, LLC8,077$399K0.1%+8,03413F-HRTimeline
Oceanside Advisors LLC8,025$397K0.27%+11113F-HRTimeline
BARRETT & COMPANY, INC.7,996$396K0.15%+213F-HRTimeline
MONECO ADVISORS, LLC7,979$395K0.04%+1,11713F-HRTimeline
PETRA FINANCIAL ADVISORS INC7,921$392K0.25%+39713F-HRTimeline
MMA ASSET MANAGEMENT LLC7,762$384K0.15%+3913F-HRTimeline
Vantage Point Financial LLC7,743$383K0.17%new13F-HRTimeline
Modern Wealth Management, LLC7,739$383K0.01%+79913F-HR/ATimeline
Focus Financial Network, Inc.7,736$383K0.02%+14813F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,625$378K0.31%+24313F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC7,532$373K0.06%new13F-HRTimeline
Clearstead Advisors, LLC7,526$373K0.01%+1413F-HRTimeline
Walkner Condon Financial Advisors LLC7,522$372K0.07%+2,62513F-HRTimeline
Transcendent Capital Group LLC7,497$371K0.19%+10613F-HRTimeline
Boston Standard Wealth Management, LLC7,465$370K0.07%+3,25613F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,436$368K0.01%+23613F-HRTimeline
Raleigh Capital Management Inc.7,425$368K0.15%-25713F-HRTimeline
Frank, Rimerman Advisors LLC7,401$366K0.02%+113F-HRTimeline
Koss-Olinger Consulting, LLC7,371$365K0.03%-4913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST7,354$364K0.04%-2613F-HRTimeline
CENTRAL TRUST Co7,330$363K0.01%new13F-HRTimeline
Berger Financial Group, Inc7,265$360K0.02%-50113F-HRTimeline
LIBRA WEALTH LLC7,236$358K0.12%-1,39913F-HRTimeline
MainStreet Investment Advisors LLC7,200$356K0.05%013F-HRTimeline
PACK Private Wealth, LLC7,160$354K0.19%+21413F-HRTimeline
Lynx Investment Advisory7,128$353K0.23%+43613F-HRTimeline
Kelly Financial Services LLC7,079$350K0.1%-2113F-HRTimeline
Advocacy Wealth Management, LLC7,051$349K0.02%new13F-HRTimeline
Indiana Trust & Investment Management Co7,000$347K0.11%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,956$344K0.01%-3,24713F-HRTimeline
Five Oceans Advisors6,950$344K0.15%-67013F-HRTimeline
Oakwell Private Wealth Management, LLC6,931$343K0.08%+28713F-HRTimeline
Innova Wealth Partners6,920$343K0.2%+3413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC6,911$342K0.14%-17513F-HRTimeline
PRIVATE TRUST CO NA6,901$342K0.03%+1,75713F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV6,866$339K0.3%+6413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,826$338K<0.01%new13F-HR/ATimelineGroup
American Investment Services, Inc.6,821$338K0.09%-1,47813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,819$338K0.04%new13F-HRTimeline
Elios Financial Group Inc.6,816$337K0.15%-67613F-HRTimeline
Wealthstream Advisors, Inc.6,807$337K0.06%-5,42413F-HRTimeline
Rede Wealth, LLC6,797$337K0.12%+1,61313F-HRTimeline
Keystone Financial Group6,791$336K0.03%-32613F-HRTimeline
FIRST MERCHANTS CORP6,781$336K0.01%-7,01913F-HRTimeline
Root Financial Partners, LLC6,768$335K0.03%-4,18113F-HRTimeline
Quad-Cities Investment Group, LLC6,642$329K0.15%+10313F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,628$328K0.03%-84213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,580$326K0.01%-81013F-HRTimelineGroup
Summit Trail Advisors, LLC6,537$324K0.01%-1,55013F-HRTimeline
Marshall Financial Group, LLC6,485$320K0.06%-1,23813F-HRTimeline
Alta Wealth Advisors LLC6,295$312K0.15%+3913F-HRTimeline
WINCAP FINANCIAL LLC6,252$310K0.25%new13F-HRTimeline
Phil A. Younker & Associates, Ltd.6,250$309K0.31%013F-HRTimeline
DAVENPORT & Co LLC6,228$308K<0.01%-1,15813F-HRTimeline
Pinnacle Bancorp, Inc.6,221$308K0.1%+3,71413F-HRTimeline
Checchi Capital Advisers, LLC6,217$308K0.02%-1,81313F-HRTimeline
New Harbor Financial Group, LLC6,195$307K0.07%+59513F-HRTimeline
Hutchens & Kramer Investment Management…6,138$304K0.14%+1,28413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,121$303K0.08%13F-HRTimeline
Hanson & Doremus Investment Management6,127$303K0.04%-1813F-HRTimeline
Rossby Financial, LCC6,107$302K0.11%+76213F-HRTimeline
Oak Harvest Investment Services6,071$301K0.04%-24813F-HRTimeline
Hardin Capital Partners, LLC6,057$300K0.18%+2313F-HRTimeline
VERITY Wealth Advisors6,026$298K0.2%+813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT6,015$298K0.11%-1,51713F-HRTimeline
Washington Trust Bank6,000$297K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Canal Capital Management, LLC5,977$296K0.05%new13F-HRTimeline
EASTERN BANK5,955$295K0.01%+5,58913F-HRTimeline
Claris Financial LLC5,938$294K0.22%-46313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,810$288K<0.01%+9813F-HRTimeline
Willis Johnson & Associates, Inc.5,810$288K0.02%+15713F-HRTimeline
NorthStar Asset Management LLC /NJ/5,808$288K0.15%+84313F-HRTimeline
Kiker Wealth Management, LLC5,750$285K0.16%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,743$284K0.11%+22013F-HRTimeline
Parsonex Advisory Services, Inc.5,722$283K0.24%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,693$282K0.11%-10,42513F-HRTimeline
Revolve Wealth Partners, LLC5,692$282K0.04%+11113F-HRTimeline
Unique Wealth Strategies, LLC5,678$281K0.12%new13F-HRTimeline
Sonoma Private Wealth LLC5,666$281K0.34%+1,19213F-HRTimeline
Reyes Financial Architecture, Inc.5,648$280K0.24%-74513F-HRTimeline
Verity Asset Management, Inc.5,570$276K0.13%-3,38713F-HRTimeline
Jacobi Capital Management LLC5,546$275K0.02%+3013F-HRTimeline
Aspect Partners, LLC5,522$273K0.13%013F-HRTimeline
Patten Group, Inc.5,498$272K0.06%+23313F-HRTimeline
City Center Advisors, LLC5,491$272K0.29%new13F-HRTimeline
Jackson Hole Capital Partners, LLC5,479$271K0.05%013F-HRTimeline
CAP Partners, LLC5,467$271K0.17%new13F-HRTimeline
Tactive Advisors, LLC5,406$268K0.09%13F-HRTimeline
Financial Guidance Group, Inc.5,394$267K0.13%013F-HRTimeline
Blue Trust, Inc.5,364$266K<0.01%+2,12413F-HRTimeline
Capital Planning LLC5,349$265K0.08%-2,64613F-HRTimeline
Accurate Wealth Management, LLC5,373$264K0.04%-94413F-HRTimeline
Sterling Investment Counsel, LLC5,334$264K0.15%+17613F-HRTimeline
Independent Wealth Network Inc.5,316$263K0.1%+10213F-HRTimeline
TWO SIGMA SECURITIES, LLC5,310$263K0.03%-35,08413F-HRTimeline
Moloney Securities Asset Management, LLC5,289$262K0.03%new13F-HRTimeline
Hoxton Planning & Management, LLC5,265$261K0.09%-34213F-HRTimeline
Copperleaf Capital, LLC5,245$260K0.13%-80113F-HRTimeline
Pine Valley Investments Ltd Liability Co5,196$257K0.02%+41813F-HRTimeline
Bridgewater Advisors Inc.5,206$257K0.02%+3313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,162$256K0.2%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,131$254K0.02%+82713F-HRTimeline
CVA Family Office, LLC5,101$253K0.04%-20513F-HRTimeline
Pacific Asset Management, LLC5,093$252K0.2%new13F-HRTimeline
Cornerstone Wealth Management, LLC5,068$251K0.02%+44813F-HRTimeline
BLAIR WILLIAM & CO/IL5,046$250K<0.01%+9613F-HRTimeline
LexAurum Advisors, LLC5,032$249K0.04%-21613F-HRTimeline
Cornerstone Planning Group LLC5,012$248K0.05%-3,26713F-HRTimeline
TRUST CO OF VERMONT5,000$248K0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC4,995$247K0.13%-8413F-HRTimeline
Cardinal Point Capital Management ULC4,975$246K0.02%new13F-HRTimeline
Joel Adams & Associates, Inc.4,943$245K0.22%+5913F-HRTimeline
WPG Advisers, LLC4,933$244K0.21%-9113F-HRTimeline
Curi Capital, LLC4,925$244K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…4,871$241K0.02%-16313F-HRTimeline
Patriot Financial Group Insurance Agenc…4,859$241K0.03%-11,68513F-HRTimeline
Rock Point Advisors, LLC4,850$240K0.07%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…4,847$240K0.05%013F-HRTimeline
Western Wealth Management, LLC4,842$240K0.01%+13713F-HRTimeline
Tarbox Family Office, Inc.4,832$239K0.04%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,826$239K0.04%013F-HRTimeline