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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,101 managers (1,122 13F filers) reported a position in BNDX shares at 2026-06-30, 943,084,515 shares in all. 89 filers opened a position and 93 filers sold out during the quarter.

Managers
1,101
13F filers
1,122
New
89
Added
575
Reduced
324
Sold out
93
Shares held by filers
943,084,515

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ACORN FINANCIAL ADVISORY SERVICES INC /…6,617$320K0.04%new13F-HRTimeline
Quantinno Capital Management LP6,613$320K<0.01%+96913F-HRTimeline
American Financial Advisors, LLC6,596$319K0.04%-1,50013F-HRTimeline
Carroll Advisory Group, LLC6,577$319K0.1%013F-HRTimeline
Summit Trail Advisors, LLC6,537$317K<0.01%013F-HRTimeline
WPG Advisers, LLC6,504$315K0.19%+1,47813F-HRTimeline
BluePrint Investing LLC6,493$314K0.26%+16313F-HRTimeline
Rede Wealth, LLC6,458$313K0.1%-2,14913F-HRTimeline
Midwest Financial Partners Investments,…6,446$312K0.13%new13F-HRTimeline
Evanson Financial, LLC6,429$311K0.02%13F-HRTimeline
Parsonex Advisory Services, Inc.6,309$306K0.27%-15713F-HRTimeline
Financial Guidance Group, Inc.6,306$305K0.11%+91213F-HRTimeline
Boston Standard Wealth Management, LLC6,288$304K0.04%-1,48213F-HRTimeline
Hutchens & Kramer Investment Management…6,223$301K0.08%-8213F-HRTimeline
Magnolia Private Wealth, LLC6,209$301K0.17%new13F-HRTimeline
Cannon Advisors, Inc.6,244$299K0.18%-33,11913F-HRTimeline
Aspect Partners, LLC6,114$296K0.11%013F-HRTimeline
NorthStar Asset Management LLC /NJ/6,073$294K0.12%+5113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC6,025$292K0.16%013F-HRTimeline
Ascension Capital Advisors, Inc.5,999$291K0.08%013F-HRTimeline
Strait & Sound Wealth Management LLC5,988$290K0.1%013F-HRTimeline
Canal Capital Management, LLC5,959$289K0.04%+4213F-HRTimeline
Gilliland Jeter Wealth Management LLC5,957$288K0.08%+77513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,942$288K0.01%+3913F-HRTimeline
Providence First Trust Co5,928$287K0.08%+58413F-HRTimeline
Vermillion Wealth Management, Inc.5,925$287K0.07%-2,91613F-HRTimeline
Hardin Capital Partners, LLC5,892$286K0.13%-16413F-HRTimeline
Onyx Bridge Wealth Group LLC5,884$285K0.03%-3,03613F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC5,875$285K0.04%+54513F-HRTimeline
Drucker Wealth 3.0, LLC5,875$284K0.04%-4,60313F-HRTimeline
Torrey-Payne Wealth Management, LLC5,870$284K0.23%013F-HRTimeline
New England Private Wealth Advisors LLC5,930$283K0.03%+1,30613F-HRTimeline
ADVISORTRUST PARTNERS, LLC5,842$283K0.1%013F-HRTimeline
RWA WEALTH PARTNERS, LLC5,821$282K<0.01%new13F-HRTimeline
Park Edge Advisors, LLC5,820$282K0.06%+3113F-HRTimeline
Summit Wealth Partners, LLC5,815$282K0.04%+1513F-HRTimeline
Gordian Advisors LLC5,814$282K0.17%+4113F-HRTimeline
Todd Wealth Management, LLC5,794$281K0.21%-10213F-HRTimeline
Caliber Wealth Management, LLC / KS5,791$280K0.03%-1,33913F-HRTimeline
Cape Investment Advisory, Inc.5,738$278K0.07%-18413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,719$277K0.01%-8,08413F-HRTimeline
Sterling Investment Counsel, LLC5,678$275K0.06%-14813F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,647$273K0.01%-1,28513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,667$273K0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC5,617$272K0.04%013F-HRTimeline
Hanson & Doremus Investment Management5,505$267K0.03%-1,26913F-HRTimeline
Godfrey Financial Associates, Inc.5,500$266K0.2%+16113F-HRTimeline
Cannell & Spears LLC5,494$266K<0.01%-22513F-HRTimeline
Capital Investment Advisory Services, L…5,460$264K0.02%+9213F-HRTimeline
Brucke Financial, Inc.5,406$262K0.12%-10,53813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,339$259K0.02%-7,88513F-HRTimelineGroup
McAdam, LLC5,338$259K0.01%new13F-HRTimeline
Carolina Wealth Management Inc5,337$258K0.12%13F-HRTimeline
Kelly Financial Services LLC5,332$258K0.06%-1,89513F-HRTimeline
Robertson Stephens Wealth Management, L…5,318$258K0.01%-3,64313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,303$257K<0.01%-4,41113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,295$256K0.01%+60713F-HRTimeline
Pacific Asset Management, LLC5,261$255K0.13%+3713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,256$255K<0.01%+74913F-HRTimelineGroup
TrustBankin group TrustBank5,255$254K0.09%new13F-HRTimelineGroup
Meadowbrook Advisors Group, LLC5,240$254K0.14%-2,99413F-HRTimeline
Paragon Advisors, LLC5,218$253K0.05%new13F-HRTimeline
Alpha Omega Wealth Management LLC5,211$252K0.04%-5413F-HRTimeline
Kesler, Norman & Wride, LLC5,172$250K0.04%+4213F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…5,165$250K0.16%013F-HRTimeline
Teamwork Financial Advisors, LLC5,161$250K0.02%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,154$250K0.05%-6313F-HRTimeline
LVW Advisors, LLC5,137$249K0.02%new13F-HRTimeline
Five Oceans Advisors5,123$248K0.08%+613F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,102$247K0.02%new13F-HRTimeline
Allen Capital Group, LLC5,075$246K0.02%+23613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,058$245K<0.01%-2,15313F-HRTimelineGroup
BOK Financial Private Wealth, Inc.4,945$239K0.01%-10,92013F-HRTimeline
CALTON & ASSOCIATES, INC.4,936$239K0.04%+11913F-HRTimeline
Brewster Financial Planning LLC4,921$238K0.13%new13F-HRTimeline
Cornerstone Wealth Management, LLC4,898$237K0.01%+17813F-HRTimeline
Darden Wealth Group Inc4,880$236K0.09%-9,39813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,871$236K<0.01%-5,12413F-HRTimelineGroup
Rock Point Advisors, LLC4,850$235K0.06%013F-HRTimeline
Glenview Trust Co4,811$233K<0.01%+613F-HR/ATimeline
CVA Family Office, LLC4,806$233K0.02%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,804$233K0.06%+17113F-HRTimeline
Frisch Financial Group, Inc.4,786$232K0.04%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,777$231K0.03%+2713F-HRTimeline
Kilter Group LLC4,768$231K0.08%+75513F-HRTimeline
Evernest Financial Advisors, LLC4,766$231K0.05%013F-HRTimeline
Cypress Point Wealth Management, LLC4,764$231K0.05%+3313F-HRTimeline
Stone House Investment Management, LLC4,749$230K0.03%-2,52413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,708$228K0.01%new13F-HRTimeline
Hamrick Investment Counsel, llc4,700$228K0.15%013F-HRTimeline
One Degree Advisors Inc4,718$227K0.05%-2613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,679$227K0.06%-35113F-HRTimeline
HBW ADVISORY SERVICES LLC4,670$226K0.02%new13F-HRTimeline
DecisionPoint Financial, LLC4,685$226K0.04%-5,15013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,656$225K0.11%-6113F-HRTimeline
Peak Retirement Planning, Inc.4,622$224K0.04%+31513F-HRTimeline
Smithfield Trust Co4,595$223K0.01%+59313F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC4,595$223K0.18%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co4,565$221K0.01%+11013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,561$221K0.07%+5313F-HRTimeline
Valeo Financial Advisors, LLC4,536$220K<0.01%-1,93213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,528$219K0.01%new13F-HRTimeline
Carmel Capital Partners, LLC4,517$219K0.07%-20313F-HRTimeline
Stokes Capital Advisors, LLC4,495$218K0.05%new13F-HRTimeline
Stockman Wealth Management, Inc.4,480$217K0.02%+4013F-HRTimeline
Alteri Wealth LLC4,477$217K0.06%-16213F-HRTimeline
Second Line Capital, LLC4,410$214K0.04%013F-HR/ATimeline
IFC & Insurance Marketing, Inc.4,347$211K0.19%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO4,346$210K0.02%-2,84113F-HRTimeline
Yoffe Investment Management, LLC4,328$210K0.24%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,320$209K0.07%new13F-HRTimeline
Northern Lights Advisors, Inc.4,304$208K0.11%new13F-HRTimeline
Clearstead Advisors, LLC4,301$208K<0.01%-2,29213F-HRTimeline
Freedom Investment Management, Inc.4,257$206K0.06%-92113F-HRTimeline
Founders Financial Alliance, LLC4,253$206K0.03%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,225$205K0.03%-6,39413F-HRTimeline
HEADINVEST, LLC4,220$204K0.04%-41113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,217$204K0.02%+2213F-HRTimeline
TWO SIGMA SECURITIES, LLC4,213$204K0.02%-1,17313F-HRTimeline
Capital Investment Advisors, LLC4,212$204K<0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,207$204K<0.01%new13F-HRTimeline
Clientfirst Wealth Management, LLC4,201$203K0.17%013F-HRTimeline
Alta Wealth Advisors LLC4,200$203K0.06%-2,94113F-HRTimeline
Patriot Financial Group Insurance Agenc…4,179$202K0.02%-11,91713F-HRTimeline
Midwest Trust Co4,170$202K<0.01%-1,27513F-HRTimeline
Richard W. Paul & Associates, LLC4,162$202K0.06%-51313F-HRTimeline
LFA - Lugano Financial Advisors SA3,910$189K0.11%013F-HRTimeline
CENTRAL TRUST Co3,667$178K<0.01%013F-HRTimeline
Signature Equity Partners, LLC3,547$172K0.08%+2,21413F-HRTimeline
Holos Integrated Wealth LLC3,489$168K0.08%-48313F-HRTimeline
Synergy Investment Management, LLC3,452$165K0.04%+3,35213F-HRTimeline
ALBION FINANCIAL GROUP /UT3,404$165K0.01%+3,34013F-HRTimeline
PRIVATE TRUST CO NA3,311$160K0.01%+44813F-HRTimeline
Pioneer Family Office, LLC3,177$154K0.08%new13F-HRTimeline
Cherry Tree Wealth Management, LLC3,135$152K0.03%-17013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,068$149K0.01%-3613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,016$146K0.02%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS3,010$146K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.2,977$144K0.01%+2,49113F-HRTimeline
S.A. Mason LLC2,971$144K0.04%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,921$141K0.03%+2113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,847$138K<0.01%-1,16413F-HRTimeline
Capital Advisor Network LLC2,846$138K0.17%+21013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,832$137K0.06%new13F-HRTimeline
Murphy & Mullick Capital Management Corp2,790$135K0.08%-47813F-HRTimeline
Wilmington Savings Fund Society, FSB2,585$125K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC2,487$120K0.04%013F-HRTimeline
Investment Research & Advisory Group, I…2,400$116K0.04%+18013F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,400$116K0.02%+1,19313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,293$111K0.01%-7513F-HRTimeline
WELLINGTON-ALTUS USA INC.2,174$104K0.07%-10013F-HRTimeline
Golden State Wealth Management, LLC2,121$103K0.01%+1,25713F-HRTimeline
Rialto Wealth Management, LLC2,102$102K0.02%-46713F-HRTimeline
WEBSTER BANK, N. A.1,908$92.4K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC1,837$89K0.05%+67013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,716$83.1K<0.01%+46413F-HRTimelineGroup
Go Invest LLC1,709$82.7K0.02%+10713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,666$80.7K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.1,602$77.6K0.05%+50713F-HRTimeline
SOA Wealth Advisors, LLC.1,563$75.7K0.01%+1113F-HRTimeline
Smallwood Wealth Investment Management,…1,540$74.6K0.03%+713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,516$73.4K<0.01%013F-HRTimelineGroup
Atlatl Advisers LLC1,503$72.8K0.02%new13F-HRTimeline
Financial Management Professionals, Inc.1,471$71.2K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,462$70.8K0.01%013F-HRTimeline
Blue Trust, Inc.1,415$68.5K<0.01%-8713F-HRTimeline
Strategic Wealth Partners, Ltd.1,402$67.9K<0.01%013F-HRTimeline
Community Bank, N.A.1,362$66K0.01%013F-HRTimeline
WHITTIER TRUST CO1,304$62.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,290$62.5K<0.01%-21813F-HRTimeline
BLUELINE ADVISORS LLC1,217$58.9K0.04%-513F-HRTimeline
AMERIFLEX GROUP, INC.1,181$57.2K0.02%+89913F-HRTimeline
Copia Wealth Management1,152$55.8K0.03%+1,13713F-HRTimeline
Quarry LP1,140$55.2K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,105$53.5K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,104$53.5K<0.01%+3813F-HRTimelineGroup
Darwin Wealth Management, LLC1,096$53.1K0.01%+3713F-HRTimeline
Quest 10 Wealth Builders, Inc.1,056$51.1K0.04%-61113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,022$49.5K0.03%013F-HRTimeline
PROTECTIVE LIFE CORP950$46K0.33%013F-HRTimeline
Investors Research Corp909$44K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.898$43.5K<0.01%-32,94213F-HRTimelineGroup
Fortis Group Advisors, LLC878$42.5K0.01%013F-HRTimeline
ESL Trust Services, LLC863$41.8K0.01%new13F-HRTimeline
Operose Advisors LLC841$40.7K0.01%new13F-HRTimeline
Crews Bank & Trust825$40K0.01%-40313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC823$39.9K<0.01%+613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC812$39.3K<0.01%+46213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV769$37.2K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC754$36.5K0.02%new13F-HRTimeline
Triumph Capital Management711$34.4K0.01%-18,58213F-HRTimeline
GAMMA Investing LLC689$33.4K<0.01%+38913F-HRTimeline
Parkside Financial Bank & Trust683$33.1K<0.01%013F-HRTimeline
Kozak & Associates, Inc.684$33K0.01%013F-HRTimeline
Pacifica Partners Inc.676$32.6K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC664$32.2K0.01%013F-HRTimeline
NFSG Corp636$30.8K<0.01%+1313F-HRTimeline
HFM Investment Advisors, LLC632$30.6K0.01%-18713F-HRTimeline
Center for Financial Planning, Inc.610$29.5K<0.01%013F-HRTimeline
Bangor Savings Bank583$28.2K<0.01%013F-HRTimeline