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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

984 managers (994 13F filers) reported a position in BNDX shares at 2025-09-30, 795,615,398 shares in all. 80 filers opened a position and 68 filers sold out during the quarter.

Managers
984
13F filers
994
New
80
Added
526
Reduced
279
Sold out
68
Shares held by filers
795,615,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WealthCollab, LLC11,955$591K0.27%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB11,944$591K0.02%+4,50813F-HRTimeline
RCS Financial Planning, LLC11,804$584K0.26%+70413F-HRTimeline
Trivium Point Advisory, LLC11,739$581K0.06%+80113F-HRTimeline
Soltis Investment Advisors LLC11,589$573K0.04%+7313F-HRTimeline
RFP Financial Group LLC11,287$554K0.23%-11913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,188$553K0.06%+4,36913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,162$552K+223Timeline
M Holdings Securities, Inc.11,146$551K0.12%-112,62113F-HRTimeline
Sloy Dahl & Holst, LLC11,104$549K0.06%+74813F-HRTimeline
PRIVATE MANAGEMENT GROUP INC11,064$547K0.02%-2513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,024$545K0.08%+9013F-HRTimeline
Mallini Complete Financial Planning LLC10,959$542K0.44%-9,15813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC10,896$539K0.02%+18713F-HRTimelineGroup
Everest Private Wealth10,882$538K0.34%013F-HRTimeline
IHT Wealth Management, LLC10,864$537K0.01%+1,97713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,813$535K0.02%+34813F-HRTimeline
Snowden Capital Advisors LLC10,783$533K0.01%+1,93413F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,631$526K0.14%-1,78813F-HRTimeline
SilverOak Wealth Management LLC10,629$526K0.09%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,594$524K0.03%-46713F-HRTimeline
Institute for Wealth Management, LLC.10,593$524K0.05%+2,10213F-HRTimeline
Lodestone Wealth Management LLC10,586$524K0.24%-2,73113F-HRTimeline
TD Waterhouse Canada Inc.10,572$522K<0.01%+15213F-HRTimeline
FINANCIAL CONSULATE, INC10,526$521K0.07%013F-HRTimeline
Coastline Trust Co10,506$520K0.06%+3613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAHABA WEALTH MANAGEMENT, INC.10,399$514K0.04%-8313F-HRTimeline
Vantage Financial Partners, LLC10,399$514K0.11%+23613F-HRTimeline
Stone Summit Wealth LLC10,380$513K0.15%-70,08913F-HRTimeline
Mendel Capital Management LLC10,248$507K0.27%+67013F-HRTimeline
Gibraltar Capital Management, Inc.10,145$502K0.09%013F-HRTimeline
Main Street Financial Solutions, LLC9,931$491K0.03%-2,47013F-HRTimeline
Forthright Family Wealth Advisory LLC9,917$491K0.3%+96013F-HRTimeline
Laird Norton Wetherby Wealth Management…9,863$488K0.02%+33913F-HRTimeline
DecisionPoint Financial, LLC9,844$486K0.11%+1,76713F-HRTimeline
Focus Financial Network, Inc.9,820$486K0.02%+2,08413F-HRTimeline
N.E.W. Advisory Services LLC9,754$482K0.04%-29613F-HRTimeline
Dorsey & Whitney Trust CO LLC9,753$482K0.03%+5,51413F-HRTimeline
White Lighthouse Investment Management …9,672$478K0.07%+1,03513F-HRTimeline
McKinley Carter Wealth Services, Inc.9,664$478K0.03%+47613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV9,360$463K0.02%-3313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,286$459K0.01%-7,95713F-HRTimeline
HB Wealth Management, LLC9,259$458K<0.01%new13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC9,235$457K0.1%-33413F-HRTimeline
Verdence Capital Advisors LLC8,998$449K0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,047$447K<0.01%-2,14313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC9,006$445K<0.01%-11,54613F-HRTimelineGroup
Applied Capital LLC8,968$444K0.18%+14613F-HRTimeline
Robertson Stephens Wealth Management, L…8,965$443K0.01%-36,10713F-HRTimeline
Sharkey, Howes & Javer8,958$443K0.06%-18,50313F-HRTimeline
Embree Financial Group8,953$443K0.06%new13F-HRTimeline
Christensen, King & Associates Investme…8,946$442K0.19%+49913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,908$441K<0.01%+2,08213F-HRTimelineGroup
WESBANCO BANK INC8,908$441K0.01%+42613F-HRTimeline
CALTON & ASSOCIATES, INC.8,883$439K0.07%new13F-HRTimeline
American Investment Services, Inc.8,809$436K0.1%+1,98813F-HRTimeline
Holos Integrated Wealth LLC8,737$433K0.26%-1,90213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC8,740$432K0.04%+11213F-HRTimeline
Consolidated Portfolio Review Corp8,735$432K0.05%-38313F-HRTimeline
TrueWealth Advisors, LLC8,707$431K0.12%-16613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,672$429K0.01%new13F-HRTimelineGroup
IFG Advisory, LLC8,644$428K0.02%-24213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC8,428$417K0.06%+89613F-HRTimeline
Bristlecone Advisors, LLC8,425$417K0.03%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC8,396$415K0.24%+47513F-HRTimeline
Axis Wealth Partners, LLC8,386$415K0.24%+4513F-HRTimeline
SPINNAKER TRUST8,348$413K0.02%new13F-HRTimeline
Simmons Bankin group Simmons Bank8,333$412K0.03%-2,78313F-HRTimelineGroup
Burt Wealth Advisors8,331$412K0.1%+1013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,188$405K0.01%013F-HRTimelineGroup
Elk River Wealth Management LLC8,182$405K0.06%-2,40713F-HRTimeline
Palisades Hudson Asset Management, L.P.8,174$404K0.15%+3713F-HRTimeline
Courage Miller Partners, LLC8,150$403K0.12%013F-HRTimeline
Oceanside Advisors LLC8,137$402K0.25%+11213F-HRTimeline
Private Wealth Management Group, LLC8,112$401K0.11%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,080$400K-3,913Timeline
TWO SIGMA SECURITIES, LLC8,049$398K0.06%+2,73913F-HRTimeline
City Center Advisors, LLC8,048$398K0.39%+2,55713F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,984$395K0.31%+35913F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV7,967$394K0.32%+1,10113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich7,912$391K<0.01%new13F-HRTimeline
Modern Wealth Management, LLC7,910$391K0.01%+17113F-HRTimeline
BARRETT & COMPANY, INC.7,850$388K0.13%-14613F-HRTimeline
MONECO ADVISORS, LLC7,818$387K0.03%-16113F-HRTimeline
LongView Asset Management LLC7,747$383K0.26%-2,26213F-HRTimeline
Frank, Rimerman Advisors LLC7,724$382K0.02%+32313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK7,716$382K<0.01%new13F-HRTimelineGroup
Boston Standard Wealth Management, LLC7,641$378K0.06%+17613F-HRTimeline
Freedom Investment Management, Inc.7,613$377K0.1%-56,63413F-HRTimeline
Moloney Securities Asset Management, LLC7,585$375K0.04%+2,29613F-HRTimeline
MMA ASSET MANAGEMENT LLC7,545$373K0.12%-21713F-HRTimeline
Transcendent Capital Group LLC7,528$372K0.17%+3113F-HRTimeline
Advocacy Wealth Management, LLC7,491$371K0.02%+44013F-HRTimeline
Lynx Investment Advisory7,446$368K0.22%+31813F-HRTimeline
Walkner Condon Financial Advisors LLC7,417$367K0.06%-10513F-HRTimeline
Koss-Olinger Consulting, LLC7,371$365K0.03%013F-HRTimeline
CENTRAL TRUST Co7,373$365K0.01%+4313F-HRTimeline
Raleigh Capital Management Inc.7,294$361K0.14%-13113F-HRTimeline
LIBRA WEALTH LLC7,236$358K0.11%013F-HRTimeline
Berger Financial Group, Inc7,235$358K0.02%-3013F-HRTimeline
Root Financial Partners, LLC7,201$356K0.02%+43313F-HRTimeline
MainStreet Investment Advisors LLC7,200$356K0.05%013F-HRTimeline
Elm Partners Management LLC7,187$355K0.01%new13F-HR/ATimeline
PACK Private Wealth, LLC7,149$354K0.17%-1113F-HRTimeline
Strategic Wealth Partners, Ltd.7,134$353K0.03%+6,61313F-HRTimeline
Kelly Financial Services LLC7,134$353K0.09%+5513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.7,112$352K0.15%new13F-HRTimeline
Indiana Trust & Investment Management Co7,000$346K0.11%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,927$343K0.02%-1,60213F-HRTimelineGroup
Innova Wealth Partners6,920$342K0.18%013F-HRTimeline
Beacon Financial Advisory LLC6,904$341K0.08%-1,80513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST6,894$341K0.03%-46013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC6,875$340K0.13%-3613F-HRTimeline
Wealthstream Advisors, Inc.6,813$337K0.05%+613F-HRTimeline
Rossby Financial, LCC6,796$336K0.11%+68913F-HRTimeline
Oakwell Private Wealth Management, LLC6,753$334K0.07%-17813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kohmann Bosshard Financial Services, LLC6,721$332K0.03%-3,21713F-HRTimeline
Quad-Cities Investment Group, LLC6,666$330K0.14%+2413F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,634$328K0.03%+613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,612$327K0.01%+3213F-HRTimelineGroup
Capital Investment Advisors, LLC6,609$327K0.01%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC6,607$327K0.28%-1,59613F-HRTimeline
Venture Visionary Partners LLC6,597$326K0.01%+2,41613F-HRTimeline
Venturi Wealth Management, LLC6,562$325K0.02%-2,565,17913F-HRTimeline
CAP Partners, LLC6,561$325K0.18%+1,09413F-HRTimeline
Summit Trail Advisors, LLC6,537$323K<0.01%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,532$323K0.11%+78913F-HRTimeline
Clearstead Advisors, LLC6,524$323K<0.01%-1,00213F-HRTimeline
Luminist Capital LLC6,500$321K0.28%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,419$317K0.01%-53713F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp6,412$317K0.04%new13F-HRTimelineGroup
Hutchens & Kramer Investment Management…6,394$316K0.12%+25613F-HRTimeline
Murphy & Mullick Capital Management Corp6,365$315K0.23%-1,99613F-HRTimeline
Pinnacle Bancorp, Inc.6,338$313K0.09%+11713F-HRTimeline
Parsonex Advisory Services, Inc.6,325$313K0.21%+60313F-HRTimeline
Phil A. Younker & Associates, Ltd.6,250$309K0.24%013F-HRTimeline
Sonoma Private Wealth LLC6,247$309K0.37%+58113F-HRTimeline
Zhang Financial LLC6,150$304K0.01%new13F-HRTimeline
VERITY Wealth Advisors6,128$303K0.19%+10213F-HRTimeline
Alpha Omega Wealth Management LLC6,079$301K0.05%-5,20313F-HR/ATimeline
Alta Wealth Advisors LLC6,072$300K0.11%-22313F-HRTimeline
Keystone Financial Group6,069$300K0.02%-72213F-HR/ATimeline
Aspect Partners, LLC6,068$300K0.14%+54613F-HRTimeline
Hardin Capital Partners, LLC6,048$299K0.16%-913F-HRTimeline
Dynamic Wealth Strategies, LLC6,048$299K0.2%-26,01613F-HRTimeline
Washington Trust Bank6,000$297K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Texas Yale Capital Corp.6,000$297K0.01%new13F-HRTimeline
Claris Financial LLC5,974$295K0.17%+3613F-HRTimeline
EASTERN BANK5,955$295K0.01%013F-HRTimeline
DAVENPORT & Co LLC5,932$293K<0.01%-29613F-HRTimeline
Hanson & Doremus Investment Management5,892$291K0.04%-23513F-HRTimeline
Marshall Financial Group, LLC5,862$290K0.06%-62313F-HRTimeline
NorthStar Asset Management LLC /NJ/5,852$289K0.14%+4413F-HRTimeline
Midwest Trust Co5,849$289K<0.01%new13F-HRTimeline
Vantage Point Financial LLC5,835$289K0.11%-1,90813F-HRTimeline
Checchi Capital Advisers, LLC5,811$287K0.02%-40613F-HRTimeline
Canal Capital Management, LLC5,811$287K0.04%-16613F-HRTimeline
Oak Harvest Investment Services5,791$286K0.03%-28013F-HRTimeline
Kiker Wealth Management, LLC5,750$284K0.14%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,693$282K0.1%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,691$281K0.09%-32413F-HRTimeline
Reyes Financial Architecture, Inc.5,648$279K0.19%013F-HRTimeline
LexAurum Advisors, LLC5,647$279K0.04%+61513F-HRTimeline
Revolve Wealth Partners, LLC5,623$278K0.03%-6913F-HRTimeline
BridgePort Financial Solutions, LLC5,611$278K0.07%+93313F-HRTimeline
Traynor Capital Management, Inc.5,572$276K0.02%new13F-HRTimeline
Independent Wealth Network Inc.5,530$274K0.09%+21413F-HRTimeline
MONTAG A & ASSOCIATES INC5,508$272K0.01%+5,48613F-HRTimeline
Verity Asset Management, Inc.5,505$272K0.09%-6513F-HRTimeline
Tactive Advisors, LLC5,499$272K0.08%+9313F-HRTimeline
Jackson Hole Capital Partners, LLC5,479$271K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…5,452$270K0.02%+58113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,450$270K0.02%new13F-HRTimeline
Washington Trust Advisors, Inc.5,436$269K0.02%new13F-HRTimeline
Financial Guidance Group, Inc.5,394$267K0.12%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,319$263K0.02%new13F-HRTimeline
HANOVER ADVISORS INC5,288$262K0.1%+81413F-HRTimeline
Bridgewater Advisors Inc.5,254$261K0.02%+4813F-HRTimeline
FSC Wealth Advisors, LLC5,182$256K0.15%+93613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,154$255K0.05%+30713F-HRTimeline
WPG Advisers, LLC5,122$253K0.2%+18913F-HRTimeline
Cornerstone Wealth Management, LLC5,110$253K0.01%+4213F-HRTimeline
CVA Family Office, LLC5,099$252K0.03%-213F-HRTimeline
Pacific Asset Management, LLC5,088$252K0.17%-513F-HRTimeline
Patten Group, Inc.5,076$251K0.05%-42213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,051$250K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL5,039$249K<0.01%-713F-HRTimeline
Blue Trust, Inc.5,010$248K<0.01%-35413F-HRTimeline
Joel Adams & Associates, Inc.4,999$247K0.2%+5613F-HRTimeline
Five Oceans Advisors4,996$247K0.09%-1,95413F-HRTimeline
OPTIMA CAPITAL LLC4,995$247K0.12%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,982$246K<0.01%-82813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,956$245K0.02%+81413F-HRTimeline
Cordgrass Capital Advisors, LLC4,936$244K0.06%new13F-HRTimeline
Clear Creek Financial Management, LLC4,890$242K0.02%new13F-HRTimeline
Hoxton Planning & Management, LLC4,888$242K0.08%-37713F-HRTimeline
Rock Point Advisors, LLC4,850$240K0.06%013F-HRTimeline
Willis Johnson & Associates, Inc.4,831$239K0.01%-97913F-HRTimeline
Meridian Financial Partners LLC4,827$239K0.1%new13F-HRTimeline
Curi Capital, LLC4,828$239K<0.01%-9713F-HRTimeline