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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,074 managers (1,088 13F filers) reported a position in BNDX shares at 2025-12-31, 857,578,188 shares in all. 109 filers opened a position and 80 filers sold out during the quarter.

Managers
1,074
13F filers
1,088
New
109
Added
559
Reduced
247
Sold out
80
Shares held by filers
857,578,188

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COMPASS CAPITAL CORP /MA/ /ADV13,864$675K0.26%new13F-HRTimeline
Regal Investment Advisors LLC13,951$674K0.04%+46413F-HRTimeline
CURIO WEALTH, LLC13,906$673K0.24%+79113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT13,809$667K0.04%+8,49013F-HRTimeline
Onyx Bridge Wealth Group LLC13,767$665K0.07%-1,94813F-HRTimeline
One Capital Management, LLC13,713$663K0.02%new13F-HRTimeline
Cordgrass Capital Advisors, LLC13,536$654K0.16%+8,60013F-HRTimeline
Capasso Planning Partners LLC13,435$649K0.36%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,408$648K<0.01%-26013F-HRTimelineGroup
Curtis Advisory Group, LLC13,342$645K0.14%+4613F-HRTimeline
Essential Planning, LLC.13,319$644K0.21%-10,79113F-HRTimeline
SHAYNE & JACOBS, LLC13,190$637K0.19%013F-HRTimeline
Heartwood Wealth Advisors LLC13,178$637K0.06%013F-HRTimeline
Modern Wealth Management, LLC13,147$635K0.01%+5,23713F-HRTimeline
Balefire, LLC13,037$630K0.12%+34313F-HRTimeline
IFG Advisory, LLC13,005$628K0.03%+4,36113F-HRTimeline
Global Wealth Management Investment Adv…12,960$626K0.1%+5713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC12,931$625K0.08%-1,44713F-HRTimeline
Hardworking Capital Advisors, LLC12,728$615K0.56%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,543$606K0.01%-19,27613F-HRTimelineGroup
Embree Financial Group12,479$603K0.07%+3,52613F-HRTimeline
Darden Wealth Group Inc12,477$603K0.29%+413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,419$600K0.03%-41,24613F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC12,345$596K0.03%-57113F-HRTimeline
Chicago Capital, LLC12,295$594K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12,107$585K0.09%-14,39113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,083$584K0.01%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.12,048$582K0.02%-3013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,000$580K0.01%+3,32813F-HRTimelineGroup
WealthCollab, LLC11,955$578K0.24%013F-HRTimeline
Washington Trust Advisors, Inc.11,864$573K0.04%+6,42813F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC11,857$573K0.08%+3,42913F-HRTimeline
Caliber Wealth Management, LLC / KS11,808$571K0.06%-4,70513F-HRTimeline
EVERETT HARRIS & CO /CA/11,756$568K0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,698$565K0.01%+2,41213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,688$565K0.03%+1,09413F-HRTimeline
UPTICK PARTNERS, LLC11,546$558K0.12%+7,22513F-HRTimeline
Sound Income Strategies, LLC11,448$556K0.03%-2,05513F-HRTimeline
J.M. Arbour, LLC11,497$556K0.55%13F-HRTimeline
Ramiah Investment Group11,489$555K0.48%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.11,451$553K0.03%-1,17413F-HRTimeline
Elequin Capital, LP11,439$553K0.07%new13F-HRTimeline
City Center Advisors, LLC11,436$553K0.51%+3,38813F-HRTimeline
Financial Guidance Group, Inc.11,387$550K0.23%+5,99313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11,358$549K0.02%+46213F-HRTimelineGroup
Everest Private Wealth11,239$543K0.3%+35713F-HRTimeline
Mission Creek Capital Partners, Inc.11,171$540K0.11%-7,00613F-HRTimeline
Archer Investment Corp11,169$540K0.12%-1,87113F-HRTimeline
Xena Financial Planning, LLC11,021$533K0.63%13F-HRTimeline
Hoxton Planning & Management, LLC11,003$532K0.16%+6,11513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,929$528K-233Timeline
MLG Wealth Management DBA Pine Grove Fi…10,912$527K0.06%13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.10,897$527K0.21%+3,78513F-HRTimeline
Ausdal Financial Partners, Inc.10,894$526K0.02%-2,02113F-HRTimeline
PRIVATE MANAGEMENT GROUP INC10,868$525K0.02%-19613F-HRTimeline
IHT Wealth Management, LLC10,822$523K0.01%-4213F-HRTimeline
Drucker Wealth 3.0, LLC10,793$522K0.09%-11,55213F-HRTimeline
BLAIR WILLIAM & CO/IL10,716$518K<0.01%+5,67713F-HRTimeline
LAM GROUP, INC.10,645$514K0.29%-5,64513F-HRTimeline
SPINNAKER TRUST10,627$513K0.03%+2,27913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,594$513K0.07%-43013F-HRTimeline
Focus Financial Network, Inc.10,619$513K0.02%+79913F-HRTimeline
Trivium Point Advisory, LLC10,541$509K0.05%-1,19813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,532$509K0.04%+13313F-HRTimeline
FINANCIAL CONSULATE, INC10,526$509K0.07%013F-HRTimeline
WESBANCO BANK INC10,484$507K0.01%+1,57613F-HRTimeline
REAP Financial Group, LLC10,465$506K0.1%-1,58113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,252$505K<0.01%+1,24613F-HRTimelineGroup
Institute for Wealth Management, LLC.10,401$503K0.05%-19213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC10,333$499K0.11%+1,09813F-HRTimeline
Forthright Family Wealth Advisory LLC10,309$498K0.31%+39213F-HRTimeline
Vantage Financial Partners, LLC10,305$498K0.1%-9413F-HRTimeline
DecisionPoint Financial, LLC10,270$496K0.11%+42613F-HRTimeline
WAYSTONE ADVISORS LLC10,183$492K0.42%13F-HRTimeline
Main Street Financial Solutions, LLC10,152$491K0.04%+22113F-HRTimeline
Coastline Trust Co10,081$487K0.05%-42513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Transcendent Capital Group LLC10,053$486K0.22%+2,52513F-HRTimeline
White Lighthouse Investment Management …10,047$485K0.07%+37513F-HRTimeline
Vestment Financial LLC9,999$485K0.25%new13F-HRTimeline
Christensen, King & Associates Investme…9,946$481K0.21%+1,00013F-HRTimeline
Dorsey & Whitney Trust CO LLC9,935$480K0.03%+18213F-HRTimeline
SeaCrest Wealth Management, LLC9,837$477K0.05%-3,58613F-HRTimeline
Robertson Stephens Wealth Management, L…9,844$476K0.01%+87913F-HRTimeline
SilverOak Wealth Management LLC9,772$472K0.07%-85713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,752$471K0.01%+3,33313F-HR/ATimeline
Gibraltar Capital Management, Inc.9,735$470K0.08%-41013F-HRTimeline
N.E.W. Advisory Services LLC9,518$460K0.03%-23613F-HRTimeline
Axis Wealth Partners, LLC9,472$458K0.25%+1,08613F-HRTimeline
Diesslin Group, Inc.9,448$457K0.18%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,448$457K0.15%+2,91613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV9,445$456K0.02%+8513F-HRTimeline
PETRA FINANCIAL ADVISORS INC9,346$452K0.27%+95013F-HRTimeline
Snowden Capital Advisors LLC9,286$449K0.01%-1,49713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC9,239$446K0.05%-33,09713F-HRTimelineGroup
Courage Miller Partners, LLC9,129$441K0.13%+97913F-HRTimeline
Verdence Capital Advisors LLC9,078$439K0.03%+8013F-HRTimeline
Lynx Investment Advisory8,953$433K0.24%+1,50713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,908$430K<0.01%013F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp8,857$428K0.05%+2,44513F-HRTimelineGroup
Valeo Financial Advisors, LLC8,841$427K0.01%new13F-HRTimeline
HighPoint Advisor Group LLC8,833$427K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC8,810$426K0.02%+4,51113F-HRTimeline
Applied Capital LLC8,807$426K0.16%-16113F-HRTimeline
17 CAPITAL PARTNERS, LLC8,605$416K0.22%new13F-HRTimeline
Steward Partners Investment Advisory, L…8,412$406K<0.01%-4,88313F-HRTimeline
Family CFO Inc8,393$406K0.18%new13F-HRTimeline
Lodestone Wealth Management LLC8,352$404K0.16%-2,23413F-HRTimeline
Palisades Hudson Asset Management, L.P.8,327$402K0.16%+15313F-HRTimeline
American Financial Advisors, LLC8,313$402K0.05%-4,61913F-HRTimeline
Oceanside Advisors LLC8,300$401K0.24%+16313F-HRTimeline
Eaton-Cambridge Inc.8,290$401K0.13%new13F-HRTimeline
Pacific Park Financial, Inc.8,279$400K0.25%13F-HRTimeline
Meadowbrook Advisors Group, LLC8,234$398K0.22%13F-HRTimeline
Elk River Wealth Management LLC8,182$395K0.06%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,161$394K0.02%-7,29513F-HRTimeline
BAYBAN8,128$393K0.35%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,122$392K0.01%+3,75813F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV8,080$392K0.33%+11313F-HRTimeline
Private Wealth Management Group, LLC8,112$392K0.1%013F-HRTimeline
Patriot Financial Group Insurance Agenc…8,094$391K0.05%new13F-HRTimeline
Aprio Wealth Management, LLC8,069$390K0.02%new13F-HRTimeline
National Wealth Management Group, LLC8,056$389K0.13%-5,68413F-HRTimeline
One Day In July LLC7,940$384K0.03%new13F-HRTimeline
CAP Partners, LLC7,850$379K0.21%+1,28913F-HRTimeline
BARRETT & COMPANY, INC.7,824$378K0.13%-2613F-HRTimeline
MONECO ADVISORS, LLC7,820$378K0.03%+213F-HRTimeline
Rede Wealth, LLC7,817$378K0.13%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC7,804$377K0.01%+3,61313F-HRTimeline
Buttonwood Financial Group, LLC7,754$376K0.2%-4,79913F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,762$375K0.28%-22213F-HRTimeline
Frank, Rimerman Advisors LLC7,724$373K0.02%013F-HRTimeline
TrueWealth Advisors, LLC7,715$373K0.1%-99213F-HRTimeline
American Investment Services, Inc.7,679$371K0.09%-1,13013F-HRTimeline
Archer Investment Management, LLC7,588$367K0.2%new13F-HRTimeline
Simmons Bankin group Simmons Bank7,559$365K0.02%-77413F-HRTimelineGroup
MAYPORT, LLC7,515$363K0.07%-6,39913F-HRTimeline
Oak Harvest Investment Services7,482$362K0.04%+1,69113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,453$361K0.02%+3,54713F-HRTimeline
Freedom Investment Management, Inc.7,454$360K0.1%-15913F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,436$359K0.01%-4,50813F-HRTimeline
Raleigh Capital Management Inc.7,362$356K0.13%+6813F-HRTimeline
MMA ASSET MANAGEMENT LLC7,347$355K0.13%-19813F-HRTimeline
DUTCH ASSET Corp7,347$355K0.27%13F-HRTimeline
Kelly Financial Services LLC7,263$351K0.09%+12913F-HRTimeline
LIBRA WEALTH LLC7,236$350K0.1%013F-HRTimeline
DAVENPORT & Co LLC7,236$350K<0.01%+1,30413F-HRTimeline
Oregon Pacific Wealth Management, LLC7,224$349K0.36%+61713F-HRTimeline
PACK Private Wealth, LLC7,217$349K0.16%+6813F-HRTimeline
MainStreet Investment Advisors LLC7,200$348K0.05%013F-HRTimeline
Evanson Asset Management, LLC7,180$347K0.02%-19,07113F-HRTimeline
Rossby Financial, LCC7,127$344K0.11%+33113F-HRTimeline
Berger Financial Group, Inc7,124$344K0.02%-11113F-HRTimeline
Zhang Financial LLC7,096$343K0.01%+94613F-HRTimeline
FAMILY WEALTH PARTNERS, LLC7,069$342K0.12%+19413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,068$342K0.01%-11,41313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO7,045$340K0.01%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,039$340K0.01%+42713F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO7,035$340K0.05%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC7,048$338K0.03%+32713F-HRTimeline
Indiana Trust & Investment Management Co7,000$338K0.1%013F-HRTimeline
Boston Standard Wealth Management, LLC6,989$338K0.06%-65213F-HRTimeline
Advocacy Wealth Management, LLC6,981$337K0.01%-51013F-HRTimeline
Beacon Financial Advisory LLC6,973$337K0.08%+6913F-HRTimeline
Ballast, Inc.6,953$336K0.08%new13F-HRTimeline
Northwest Capital Management Inc6,952$336K1.46%-7,27613F-HRTimeline
Innova Wealth Partners6,920$334K0.17%013F-HRTimeline
Signet Private Wealth LLC6,875$332K0.32%13F-HRTimeline
Quad-Cities Investment Group, LLC6,782$328K0.14%+11613F-HRTimeline
Oakwell Private Wealth Management, LLC6,753$326K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dynamic Wealth Strategies, LLC6,747$326K0.19%+69913F-HRTimeline
Torrey-Payne Wealth Management, LLC6,670$324K0.29%13F-HRTimeline
TrustWell Financial Advisors, LLC6,687$323K0.31%13F-HRTimeline
CENTRAL TRUST Co6,653$321K0.01%-72013F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,636$321K0.03%+213F-HRTimeline
Clearstead Advisors, LLC6,583$318K<0.01%+5913F-HRTimeline
Summit Trail Advisors, LLC6,578$318K0.01%+4113F-HRTimeline
Carroll Advisory Group, LLC6,577$318K0.14%13F-HRTimeline
Advisors Asset Management, Inc.6,488$314K0.01%+3,41113F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.6,373$311K0.1%+4,88213F-HRTimeline
Sonoma Private Wealth LLC6,422$310K0.37%+17513F-HRTimeline
Parsonex Advisory Services, Inc.6,397$309K0.2%+7213F-HRTimeline
Concorde Asset Management, LLC6,377$308K0.12%+2,09713F-HRTimeline
Pinnacle Bancorp, Inc.6,338$306K0.09%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,318$305K<0.01%-2,72913F-HRTimelineGroup
Fjell Capital, LLC6,299$304K0.23%new13F-HRTimeline
Hutchens & Kramer Investment Management…6,286$304K0.1%-10813F-HRTimeline
Phil A. Younker & Associates, Ltd.6,250$302K0.21%013F-HRTimeline
Independent Wealth Network Inc.6,242$302K0.09%+71213F-HRTimeline
KCM INVESTMENT ADVISORS LLC6,146$297K0.01%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/6,143$297K0.13%+29113F-HRTimeline
VERITY Wealth Advisors6,131$296K0.18%+313F-HRTimeline
Shared Vision Wealth Group LLC6,102$296K0.12%new13F-HRTimeline
Texas Yale Capital Corp.6,100$295K0.01%+10013F-HRTimeline
Alpha Omega Wealth Management LLC6,091$294K0.05%+1213F-HRTimeline
Aspect Partners, LLC6,085$294K0.13%+1713F-HRTimeline
Root Financial Partners, LLC6,063$293K0.02%-1,13813F-HRTimeline
Meridian Wealth Management, LLC6,057$293K0.01%new13F-HRTimeline
Alta Wealth Advisors LLC6,055$293K0.1%-1713F-HRTimeline
Forefront Wealth Partners, LLC6,052$292K0.14%-332,71313F-HRTimeline
Hardin Capital Partners, LLC6,048$292K0.14%013F-HRTimeline