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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

927 managers (937 13F filers) reported a position in BNDX shares at 2024-12-31, 721,022,726 shares in all. 69 filers opened a position and 73 filers sold out during the quarter.

Managers
927
13F filers
937
New
69
Added
434
Reduced
264
Sold out
73
Shares held by filers
721,022,726

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Global Trust Asset Management, LLC2,304$113K0.04%013F-HRTimeline
Sound Income Strategies, LLC2,257$111K0.01%+40013F-HRTimeline
SIGNATUREFD, LLC2,233$110K<0.01%+2,16413F-HRTimeline
Glen Eagle Advisors, LLC2,126$104K0.02%+5813F-HRTimeline
Sugarloaf Wealth Management, LLC2,109$103K0.02%-1,43613F-HRTimeline
Paladin Advisory Group, LLC2,028$99.5K0.08%new13F-HRTimeline
CoreFirst Bank & Trust1,963$96.3K0.06%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,954$95.8K0.01%013F-HRTimelineGroup
Investment Research & Advisory Group, I…1,946$95.5K0.04%+69313F-HRTimeline
Park Square Financial Group, LLC1,915$93.9K0.06%13F-HRTimeline
Empirical Asset Management, LLC18,386$93.9K0.03%+1413F-HRTimeline
WEBSTER BANK, N. A.1,908$93.6K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,877$92.1K0.04%+47413F-HRTimeline
Transce3nd, LLC1,569$77K0.03%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,567$76.9K0.01%013F-HRTimelineGroup
NFSG Corp1,509$74K0.02%+2713F-HRTimeline
Cassady Schiller Wealth Management, LLC1,484$72.8K0.03%+1,45613F-HRTimeline
Financial Management Professionals, Inc.1,471$72.2K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,471$72.1K0.01%-31013F-HR/ATimeline
Physician Wealth Advisors, Inc.1,462$71.7K0.01%new13F-HRTimeline
HM PAYSON & CO1,387$68K<0.01%+1,38613F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,212$59.4K0.02%13F-HRTimelineGroup
Delos Wealth Advisors, LLC1,167$57.2K0.05%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,145$56.2K0.06%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,137$55.8K0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,128$55.3K<0.01%+2313F-HRTimeline
GHP Investment Advisors, Inc.1,127$55.3K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates1,117$54.8K0.02%+1,10913F-HRTimeline
CBIZ Investment Advisory Services, LLC1,090$53.5K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,059$52K0.02%+66913F-HRTimeline
Milestone Investment Advisors LLC994$48.8K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.964$47.3K<0.01%-2,10813F-HRTimeline
Golden State Wealth Management, LLC952$46.7K0.01%13F-HRTimeline
Parallel Advisors, LLC931$45.7K<0.01%-2,00113F-HRTimeline
SIMPLEX TRADING, LLC888$43K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC857$42K0.01%013F-HRTimeline
Whipplewood Advisors, LLC841$41.3K0.02%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC798$39.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pacifica Partners Inc.735$36.1K0.02%-11613F-HRTimeline
Investors Research Corp724$35.5K0.01%-7413F-HRTimeline
Sanctuary Wealth Management, L.L.C.694$34K0.02%+55413F-HRTimeline
Beacon Capital Management, LLC693$34K<0.01%+413F-HRTimeline
Fourth Dimension Wealth, LLC664$32.6K0.02%13F-HRTimeline
Center for Financial Planning, Inc.610$29.9K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …610$29.9K0.01%+25913F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.582$28.5K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS560$27.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV559$27.4K<0.01%+48513F-HRTimeline
Rise Advisors, LLC541$26.5K0.01%-31013F-HRTimeline
Clarity Asset Management, Inc.491$24.1K0.02%-36213F-HRTimeline
Rakuten Securities, Inc.459$22.5K0.01%+21813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…432$21.2K<0.01%013F-HRTimeline
Sachetta, LLC420$20.6K0.01%+1513F-HRTimeline
Castleview Partners, LLC405$19.9K0.01%-5,40413F-HR/ATimeline
Bernard Wealth Management Corp.382$18.7K0.01%13F-HR/ATimeline
Financial Freedom, LLC380$18.7K0.01%+913F-HRTimeline
ROTHSCHILD INVESTMENT LLC369$18.1K<0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC368$18.1K<0.01%013F-HRTimeline
EASTERN BANK366$18K<0.01%-82413F-HRTimeline
Tortoise Investment Management, LLC356$17.5K<0.01%new13F-HR/ATimeline
Bank of New Hampshire337$16.5K<0.01%-18413F-HRTimeline
Caitlin John, LLC332$16.3K0.01%-1113F-HRTimeline
Independence Bank of Kentucky316$15.5K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC314$15.4K<0.01%+813F-HRTimeline
Medallion Wealth Advisors, LLC315$15.4K0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC304$14.9K0.01%new13F-HRTimeline
Front Row Advisors LLC298$14.6K0.01%013F-HRTimeline
Bogart Wealth, LLC279$13.7K<0.01%013F-HRTimeline
CGC Financial Services, LLC263$12.9K0.01%013F-HRTimeline
Field & Main Bank260$12.8K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.258$12.7K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC239$11.7K<0.01%+613F-HRTimeline
Towne Trust Company, N.A238$11.7K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…230$11K0.01%-4,88713F-HRTimeline
Capital A Wealth Management, LLC199$9.76K0.02%13F-HRTimeline
Bangor Savings Bank189$9.27K<0.01%013F-HRTimeline
Eukles Asset Management186$9.12K<0.01%013F-HRTimeline
Hemington Wealth Management187$9K<0.01%+14013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT168$8.24K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC162$7.99K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…162$7.99K0.01%013F-HRTimelineGroup
Davis Capital Management152$7.46K0.01%-813F-HRTimeline
Wiser Advisor Group LLC152$7.45K0.01%+213F-HRTimeline
MCF Advisors LLC148$7.26K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC130$6.38K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.119$5.84K<0.01%+713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC111$5.44K<0.01%13F-HRTimeline
Synergy Investment Management, LLC100$4.91K<0.01%13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$4.91K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.100$4.91K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC100$4.91K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC97$4.78K<0.01%+213F-HRTimeline
GoalVest Advisory LLC97$4.76K<0.01%-19713F-HRTimeline
Beaird Harris Wealth Management, LLC93$4.56K<0.01%-113F-HRTimeline
Prestige Wealth Management Group LLC82$4.02K<0.01%013F-HR/ATimeline
Horrell Capital Management, Inc.83$4K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.79$3.9K<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC70$3.43K<0.01%-1613F-HRTimeline
Winthrop Capital Management, LLC67$3K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC46$2.26K<0.01%013F-HR/ATimeline
High Note Wealth, LLC41$2.03K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC36$2K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…30$1.47K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP28$1.39K<0.01%-2913F-HRTimeline
JDM Financial Group LLC27$1.34K<0.01%new13F-HRTimeline
Key Financial Inc26$1.27K<0.01%-1413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners23$1.12K<0.01%+113F-HRTimelineGroup
LANARK FINANCIAL, INC.22$1.09K0.1%-22,41813F-HRTimeline
Rialto Wealth Management, LLC21$1.03K<0.01%13F-HRTimeline
Fortitude Family Office, LLC17$834<0.01%-15613F-HRTimeline
Parkside Financial Bank & Trust14$687<0.01%+513F-HRTimeline
Clark Wealth Partners13$638<0.01%13F-HRTimeline
Financial Life Planners12$604<0.01%13F-HRTimeline
CAPITAL & PLANNING, LLC12$589<0.01%13F-HRTimeline
LEE DANNER & BASS INC11$540<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9$442<0.01%new13F-HR/ATimeline
NewSquare Capital LLC9$441<0.01%013F-HRTimeline
Bellwether Advisors, LLC9$441<0.01%new13F-HRTimeline
WR Wealth Planners, LLC8$392<0.01%013F-HRTimeline
Asset Dedication, LLC6$295<0.01%013F-HRTimeline
Bell Investment Advisors, Inc3$148<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1$35<0.01%013F-HRTimeline
Heritage Wealth Advisors0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
DELTA ASSET MANAGEMENT LLC/TN0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Briaud Financial Planning Inc0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC6,084$298Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.