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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,111 managers (1,130 13F filers) reported a position in BNDX shares at 2026-03-31, 872,449,383 shares in all. 131 filers opened a position and 96 filers sold out during the quarter.

Managers
1,111
13F filers
1,130
New
131
Added
603
Reduced
272
Sold out
96
Shares held by filers
872,449,383

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
EAGLE ROCK INVESTMENT COMPANY, LLC15,165$729K0.11%+3,30813F-HRTimeline
TMB Capital Partners, LLC15,041$723K0.24%+70913F-HRTimeline
Regal Investment Advisors LLC14,991$720K0.04%+1,04013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT14,950$718K0.05%+1,14113F-HRTimeline
1ST SOURCE BANK14,850$714K0.04%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,731$708K0.01%+7,66313F-HRTimelineGroup
Investments & Financial Planning, LLC14,715$707K0.38%-4,80013F-HRTimeline
Accurate Wealth Management, LLC14,625$702K0.08%+12013F-HRTimeline
Main Street Financial Solutions, LLC14,571$700K0.05%+4,41913F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.14,506$696K0.66%-9,67013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,472$695K0.05%-16313F-HRTimeline
Wealth Architects, LLC14,396$692K0.06%new13F-HRTimeline
ROCKLAND TRUST CO14,279$686K0.03%+20913F-HRTimeline
Darden Wealth Group Inc14,278$686K0.35%+1,80113F-HRTimeline
WORLD EQUITY GROUP, INC.15,085$685K0.18%-7913F-HRTimeline
TOWLE & CO14,223$683K0.27%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…14,181$681K0.14%-1,39813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC14,163$681K0.03%+2,80513F-HRTimelineGroup
BAM Wealth Management, LLC14,131$679K0.51%-6013F-HRTimeline
CURIO WEALTH, LLC14,090$677K0.23%+18413F-HRTimeline
FSA Advisors, Inc.13,962$671K0.44%-132,25113F-HRTimeline
Balefire, LLC13,936$670K0.13%+89913F-HRTimeline
Buck Wealth Strategies, LLC13,869$666K0.08%-73013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,803$663K0.03%-2,05713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV13,716$659K0.24%-14813F-HRTimeline
Curtis Advisory Group, LLC13,684$658K0.14%+34213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.13,629$655K0.41%+1,07713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…13,536$650K0.08%-60813F-HR/ATimelineGroup
Avise Financial Cooperative, Inc.13,360$642K0.53%new13F-HRTimeline
IVC Wealth Advisors LLC13,335$641K0.28%-1,13913F-HRTimeline
Zhang Financial LLC13,308$639K0.02%+6,21213F-HRTimeline
Essential Planning, LLC.13,306$639K0.2%-1313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC13,224$635K0.07%+3,98513F-HRTimelineGroup
SHAYNE & JACOBS, LLC13,190$634K0.2%013F-HRTimeline
Heartwood Wealth Advisors LLC13,178$633K0.06%013F-HRTimeline
Hardworking Capital Advisors, LLC13,102$630K0.59%+37413F-HRTimeline
UPTICK PARTNERS, LLC12,990$624K0.12%+1,44413F-HRTimeline
Transcendent Capital Group LLC12,980$624K0.28%+2,92713F-HRTimeline
DAVENPORT & Co LLC12,800$615K<0.01%+5,56413F-HRTimeline
Belpointe Asset Management LLC12,725$611K0.02%new13F-HRTimeline
Fortis Capital Advisors, LLC12,725$611K0.08%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,712$611K0.01%+62913F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC12,616$606K0.07%-31513F-HRTimeline
Clear Creek Financial Management, LLC12,591$605K0.05%+6,78213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,585$605K0.08%new13F-HRTimeline
TFB Advisors LLC12,577$604K0.32%-6,47513F-HRTimeline
Pacific Park Financial, Inc.12,544$603K0.39%+4,26513F-HRTimeline
SAX WEALTH ADVISORS, LLC12,345$596K0.03%013F-HRTimeline
Global Wealth Management Investment Adv…12,397$596K0.09%-56313F-HRTimeline
J.M. Arbour, LLC12,305$591K0.57%+80813F-HRTimeline
Chicago Capital, LLC12,295$591K0.02%013F-HRTimeline
City Center Advisors, LLC12,277$590K0.55%+84113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,196$586K0.01%-34713F-HRTimelineGroup
VERITY Wealth Advisors12,147$584K0.39%+6,01613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,131$583K0.07%+1,53713F-HRTimeline
WealthCollab, LLC11,955$574K0.24%013F-HRTimeline
Sequent Planning LLC11,916$573K0.14%+7,56013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,795$567K0.03%+34413F-HRTimeline
Mendel Capital Management LLC11,714$563K0.28%13F-HRTimeline
REAP Financial Group, LLC11,566$556K0.11%+1,10113F-HRTimeline
Maia Wealth LLC11,470$551K0.09%+6,32213F-HRTimeline
Dorsey & Whitney Trust CO LLC11,428$549K0.03%+1,49313F-HRTimeline
BLAIR WILLIAM & CO/IL11,259$541K<0.01%+54313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,252$541K0.03%-43613F-HRTimeline
Ramiah Investment Group11,207$538K0.47%-28213F-HRTimeline
Composition Wealth, LLC11,131$535K0.01%new13F-HRTimeline
Advisors Asset Management, Inc.11,067$532K0.01%+4,57913F-HRTimeline
White Lighthouse Investment Management …11,059$531K0.07%+1,01213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,054$531K<0.01%new13F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT10,943$526K0.04%+4,30713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,932$525K0.02%+2,77113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,905$524K<0.01%+65313F-HRTimelineGroup
Everest Private Wealth10,882$523K0.26%-35713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC10,830$520K0.01%-3813F-HRTimeline
IHT Wealth Management, LLC10,782$518K0.01%-4013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…10,768$517K0.06%-14413F-HRTimeline
BridgePort Financial Solutions, LLC10,749$517K0.15%+6,24413F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,717$515K0.01%+6,38713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC10,619$509K0.08%-1,48813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,540$506K0.15%+1,09213F-HRTimeline
Drucker Wealth 3.0, LLC10,478$503K0.09%-31513F-HRTimeline
Refined Wealth Management10,476$503K0.32%-302,55913F-HRTimeline
Xena Financial Planning, LLC10,427$501K0.57%-59413F-HRTimeline
KICKSTAND VENTURES, LLC.10,426$501K0.11%-4,17213F-HRTimeline
Christensen, King & Associates Investme…10,364$498K0.21%+41813F-HRTimeline
17 CAPITAL PARTNERS, LLC10,359$498K0.26%+1,75413F-HRTimeline
Institute for Wealth Management, LLC.10,299$495K0.05%-10213F-HRTimeline
SPINNAKER TRUST10,146$488K0.03%-48113F-HRTimeline
Coastline Trust Co10,081$484K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAHABA WEALTH MANAGEMENT, INC.10,074$484K0.03%-45813F-HRTimeline
Accretive Wealth Partners, LLC10,010$481K0.14%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,995$480K0.01%-2,00513F-HRTimelineGroup
Headlands Technologies LLC9,972$479K0.05%+5,39213F-HRTimeline
Caldwell Trust Co9,923$477K0.04%+9,77313F-HRTimeline
Mission Creek Capital Partners, Inc.9,895$475K0.09%-1,27613F-HRTimeline
DecisionPoint Financial, LLC9,835$473K0.1%-43513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …9,819$472K<0.01%-4,65713F-HRTimelineGroup
Gladstone Institutional Advisory LLC9,778$470K0.02%+96813F-HRTimeline
Oregon Pacific Wealth Management, LLC9,773$470K0.49%+2,54913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV9,759$469K0.02%+31413F-HRTimeline
FINANCIAL CONSULATE, INC9,736$468K0.06%-79013F-HRTimeline
Gibraltar Capital Management, Inc.9,735$468K0.08%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,714$467K0.01%-3813F-HRTimeline
SeaCrest Wealth Management, LLC9,671$465K0.05%-16613F-HRTimeline
Ausdal Financial Partners, Inc.9,527$458K0.02%-1,36713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT9,522$458K0.14%+3,65513F-HRTimeline
N.E.W. Advisory Services LLC9,521$457K0.03%+313F-HRTimeline
WAYSTONE ADVISORS LLC9,471$455K0.41%-71213F-HRTimeline
Axis Wealth Partners, LLC9,466$455K0.24%-613F-HRTimeline
Simmons Bankin group Simmons Bank9,444$454K0.03%+1,88513F-HRTimelineGroup
Diesslin Group, Inc.9,431$453K0.2%-1713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC9,351$449K0.1%-98213F-HRTimeline
Lynx Investment Advisory9,290$446K0.21%+33713F-HRTimeline
WealthTrak Capital Management LLC9,247$444K0.32%new13F-HRTimeline
Simplicity Wealth,LLC9,218$443K0.03%+4,41013F-HRTimeline
WESBANCO BANK INC9,153$440K0.01%-1,33113F-HRTimeline
Courage Miller Partners, LLC9,129$439K0.12%013F-HRTimeline
Verdence Capital Advisors LLC9,060$435K0.03%-1813F-HRTimeline
Robertson Stephens Wealth Management, L…8,961$431K0.01%-88313F-HRTimeline
Onyx Bridge Wealth Group LLC8,920$429K0.05%-4,84713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,916$428K0.03%+1,46313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,908$428K<0.01%013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC8,901$428K<0.01%new13F-HRTimeline
Fisher Asset Management, LLC8,900$428K<0.01%-9,42313F-HRTimeline
SilverOak Wealth Management LLC8,897$428K0.07%-87513F-HRTimeline
Lantern Wealth Advisors, LLC8,851$425K0.22%+4,08213F-HRTimeline
Vermillion Wealth Management, Inc.8,841$425K0.17%-6,46013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,836$425K0.01%+1,03213F-HRTimeline
LAM GROUP, INC.8,735$420K0.23%-1,91013F-HRTimeline
Hoxton Planning & Management, LLC8,701$418K0.13%-2,30213F-HRTimeline
Talon Private Wealth, LLC8,672$417K0.06%13F-HRTimeline
Koss-Olinger Consulting, LLC8,653$416K0.03%new13F-HRTimeline
Independent Wealth Network Inc.8,612$414K0.12%+2,37013F-HRTimeline
Rede Wealth, LLC8,607$414K0.15%+79013F-HRTimeline
HBK Sorce Advisory LLC8,487$409K0.01%new13F-HRTimeline
CAP Partners, LLC8,499$408K0.23%+64913F-HRTimeline
Tenon Financial LLC8,498$408K0.16%new13F-HRTimeline
Private Wealth Management Group, LLC8,449$406K0.11%+33713F-HRTimeline
MMA ASSET MANAGEMENT LLC8,440$406K0.14%+1,09313F-HRTimeline
Tennessee Valley Asset Management Partn…8,422$405K0.05%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV8,357$403K0.33%+27713F-HRTimeline
Palisades Hudson Asset Management, L.P.8,352$401K0.16%+2513F-HRTimeline
Oceanside Advisors LLC8,276$398K0.23%-2413F-HRTimeline
Eaton-Cambridge Inc.8,270$397K0.12%-2013F-HRTimeline
Hennion & Walsh Asset Management, Inc.8,243$396K0.01%-3,80513F-HRTimeline
Meadowbrook Advisors Group, LLC8,234$396K0.24%013F-HRTimeline
Elk River Wealth Management LLC8,182$393K0.07%013F-HRTimeline
Lodestone Wealth Management LLC8,128$391K0.15%-22413F-HR/ATimeline
BAYBAN8,128$391K0.34%013F-HRTimeline
Raleigh Capital Management Inc.8,102$389K0.13%+74013F-HRTimeline
American Financial Advisors, LLC8,096$389K0.05%-21713F-HRTimeline
Vantage Point Financial LLC8,058$387K0.14%+2,64013F-HRTimeline
BARRETT & COMPANY, INC.7,942$382K0.13%+11813F-HRTimeline
Snowden Capital Advisors LLC7,909$380K0.01%-1,37713F-HRTimeline
Modern Wealth Management, LLC7,861$377K0.01%-5,28613F-HRTimeline
CITY HOLDING CO7,855$377K0.05%new13F-HRTimeline
Boston Standard Wealth Management, LLC7,770$373K0.06%+78113F-HRTimeline
Beacon Financial Advisory LLC7,745$372K0.08%+77213F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,735$372K0.28%-2713F-HRTimeline
Frank, Rimerman Advisors LLC7,724$371K0.02%013F-HRTimeline
Texas Yale Capital Corp.7,650$368K0.01%+1,55013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding7,593$365K-3,336Timeline
Quad-Cities Investment Group, LLC7,565$364K0.14%+78313F-HRTimeline
Oak Harvest Investment Services7,563$363K0.04%+8113F-HRTimeline
LexAurum Advisors, LLC7,563$363K0.05%13F-HRTimeline
Archer Investment Corp7,318$352K0.07%-3,85113F-HRTimeline
Applied Capital LLC7,318$352K0.13%-1,48913F-HRTimeline
Verum Partners LLC7,307$351K0.07%+3,10513F-HRTimeline
Stone House Investment Management, LLC7,273$349K0.06%+3,19613F-HRTimeline
Proactive Wealth Strategies LLC7,272$349K0.07%new13F-HRTimeline
Dynamic Wealth Strategies, LLC7,260$349K0.2%+51313F-HRTimeline
Centennial Advisors, LLC7,256$349K0.44%new13F-HRTimeline
TrueWealth Advisors, LLC7,246$348K0.09%-46913F-HRTimeline
LIBRA WEALTH LLC7,236$348K0.1%013F-HRTimeline
Kelly Financial Services LLC7,227$347K0.08%-3613F-HRTimeline
PACK Private Wealth, LLC7,217$347K0.16%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,211$346K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB7,200$346K0.01%-23613F-HRTimeline
MainStreet Investment Advisors LLC7,200$346K0.05%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,187$345K0.04%+15213F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…7,150$344K0.18%13F-HRTimeline
FWG Investments, LLC.7,145$343K0.22%+1,87413F-HRTimeline
Alta Wealth Advisors LLC7,141$343K0.11%+1,08613F-HRTimeline
Caliber Wealth Management, LLC / KS7,130$343K0.04%-4,67813F-HRTimeline
Patten Group, Inc.7,074$340K0.06%+1,17213F-HRTimeline
Keystone Financial Group7,052$339K0.02%+1,00813F-HRTimeline
Aprio Wealth Management, LLC7,026$338K0.02%-1,04313F-HRTimeline
American Investment Services, Inc.7,020$337K0.08%-65913F-HRTimeline
Kohmann Bosshard Financial Services, LLC7,002$336K0.03%-4613F-HR/ATimeline
Indiana Trust & Investment Management Co7,000$336K0.1%013F-HRTimeline
Berger Financial Group, Inc6,975$335K0.02%-14913F-HRTimeline
FLP Wealth Management, LLC6,950$334K0.69%new13F-HR/ATimeline
Cardinal Point Capital Management ULC6,946$334K0.02%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,932$333K0.01%-1,19013F-HRTimeline
Innova Wealth Partners6,920$333K0.16%013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC6,891$331K0.09%+1,25013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC6,869$330K0.11%-20013F-HRTimeline
CRA Financial Services, LLC6,822$328K0.04%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,818$328K0.01%-22113F-HRTimelineGroup
TrustWell Financial Advisors, LLC6,806$327K0.31%+11913F-HRTimeline