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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

925 managers (934 13F filers) reported a position in BNDX shares at 2025-03-31, 731,412,870 shares in all. 94 filers opened a position and 86 filers sold out during the quarter.

Managers
925
13F filers
934
New
94
Added
418
Reduced
333
Sold out
86
Shares held by filers
731,412,870

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Investment Research & Advisory Group, I…2,143$105K0.04%+19713F-HRTimeline
Dunhill Financial, LLC1,963$95.8K0.04%-37813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,954$95.4K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.1,908$93.1K0.01%013F-HRTimeline
DT Investment Partners, LLC1,879$91.7K0.01%new13F-HRTimeline
Park Square Financial Group, LLC1,844$90K0.07%-7113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,734$84.7K0.01%+59713F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,567$76.5K0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…1,533$74.8K0.05%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,476$72.1K0.02%+513F-HRTimeline
Financial Management Professionals, Inc.1,471$71.8K0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,468$71.7K0.01%+85813F-HRTimeline
Physician Wealth Advisors, Inc.1,462$71.4K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,387$67.7K<0.01%new13F-HRTimelineGroup
Olde Wealth Management, LLC1,252$61K0.02%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,212$59.2K0.02%013F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC1,158$56.5K0.05%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,145$55.9K0.06%013F-HRTimeline
GODSEY & GIBB, INC1,110$54.2K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,105$53.9K<0.01%-2313F-HRTimeline
Transce3nd, LLC1,084$53.1K0.02%-48513F-HRTimeline
NFSG Corp958$46.8K0.01%-55113F-HRTimeline
SIMPLEX TRADING, LLC938$45K<0.01%+5013F-HRTimeline
ROTHSCHILD INVESTMENT LLC916$44.7K<0.01%+54713F-HRTimeline
Fortis Group Advisors, LLC878$42.9K0.01%+2113F-HRTimeline
Sunbelt Securities, Inc.864$42.2K<0.01%-10013F-HRTimeline
Whipplewood Advisors, LLC79,996$41.8K0.03%+79,15513F-HRTimeline
Truvestments Capital LLC822$40.1K0.01%-2,53713F-HRTimeline
Vermillion & White Wealth Management Gr…818$39.9K0.03%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC798$39K<0.01%013F-HRTimeline
Pineridge Advisors LLC777$37.9K0.01%new13F-HRTimeline
HFM Investment Advisors, LLC777$37.9K0.02%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP746$36.4K<0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.735$36K0.02%013F-HRTimeline
Investors Research Corp724$35.3K0.01%013F-HRTimeline
Garde Capital, Inc.707$34.5K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC664$32.4K0.02%013F-HRTimeline
Larson Financial Group LLC656$32K<0.01%-6,54613F-HRTimeline
Mowery & Schoenfeld Wealth Management, …613$29.9K0.06%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.582$28.4K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS560$27.3K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …554$27K0.01%13F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.551$26.9K0.01%+9213F-HRTimelineGroup
Rise Advisors, LLC543$26.5K0.01%+213F-HRTimeline
SIGNATUREFD, LLC522$25.5K<0.01%-1,71113F-HRTimeline
Bogart Wealth, LLC502$24.5K<0.01%+22313F-HRTimeline
Christopher J. Hasenberg, Inc498$24.3K0.01%new13F-HRTimeline
Clarity Asset Management, Inc.491$24K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.448$22K0.01%-61113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…432$21.1K<0.01%013F-HRTimeline
Sachetta, LLC400$19.5K0.01%-2013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC389$19K0.01%new13F-HRTimeline
Bernard Wealth Management Corp.384$18.7K0.01%+213F-HRTimeline
Financial Freedom, LLC382$18.6K0.01%+213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC368$18K<0.01%013F-HRTimeline
EASTERN BANK366$17.9K<0.01%013F-HRTimeline
Tower View Wealth Management LLC355$17.3K0.01%new13F-HRTimeline
Bank of New Hampshire337$16.5K<0.01%013F-HRTimeline
Towne Trust Company, N.A332$16.2K0.01%+9413F-HRTimeline
Independence Bank of Kentucky316$15.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC315$15.4K0.01%013F-HRTimeline
Stone House Investment Management, LLC305$14.9K<0.01%new13F-HRTimeline
Front Row Advisors LLC298$14.5K0.01%013F-HRTimeline
PMV Capital Advisers, LLC268$13.1K0.03%new13F-HRTimeline
CGC Financial Services, LLC263$12.8K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.258$12.6K0.01%013F-HRTimeline
GAMMA Investing LLC257$12.5K<0.01%new13F-HR/ATimeline
Beacon Capital Management, LLC213$10.4K<0.01%-48013F-HRTimeline
MorganRosel Wealth Management, LLC209$10.2K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.200$9.76K<0.01%new13F-HRTimeline
Bangor Savings Bank189$9.23K<0.01%013F-HRTimeline
Eukles Asset Management186$9.08K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC186$9.08K0.01%-1313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT168$8.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC161$8K<0.01%+12513F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…162$7.91K0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC157$7.67K0.01%new13F-HRTimeline
Davis Capital Management152$7.42K0.01%013F-HRTimeline
Caldwell Trust Co150$7.32K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC149$7.29K0.01%-313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC144$7.03K<0.01%+13513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC111$5.42K<0.01%013F-HRTimeline
Compass Wealth Management LLC101$4.93K<0.01%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$4.88K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC100$4.88K<0.01%013F-HRTimeline
Synergy Investment Management, LLC100$4.88K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC98$4.77K<0.01%+113F-HRTimeline
Beaird Harris Wealth Management, LLC93$4.54K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.83$4.05K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC82$4K<0.01%013F-HR/ATimeline
AMERIFLEX GROUP, INC.80$3.88K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC79$3.85K<0.01%-2,04713F-HRTimeline
Hurley Capital, LLC77$3.76K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…73$3.56K<0.01%new13F-HRTimeline
Keystone Global Partners, LLC63$3.08K<0.01%13F-HRTimeline
Winthrop Capital Management, LLC67$3K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates52$2.54K<0.01%-1,06513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.48$2.34K<0.01%-7113F-HRTimeline
Darwin Wealth Management, LLC46$2.26K<0.01%013F-HRTimeline
Nemes Rush Group LLC45$2.21K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC43$2.1K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…42$2.05K<0.01%new13F-HRTimelineGroup
Iron Horse Wealth Management, LLC34$1.66K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…30$1.47K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC30$1.46K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners23$1.12K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC22$1.09K<0.01%-1913F-HRTimeline
Rialto Wealth Management, LLC21$1.03K<0.01%013F-HRTimeline
Hemington Wealth Management29$1K<0.01%-15813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.18$879<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust17$830<0.01%+313F-HRTimeline
Plante Moran Financial Advisors, LLC15$732<0.01%-5513F-HRTimeline
Global Trust Asset Management, LLC15$732<0.01%-2,28913F-HRTimeline
UMB Bank, n.a.8$391<0.01%-7,40213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc8$391<0.01%-1813F-HRTimeline
North Capital, Inc.5$267<0.01%13F-HRTimeline
Asset Dedication, LLC4$196<0.01%-213F-HRTimeline
Bell Investment Advisors, Inc3$147<0.01%013F-HRTimeline
Sandy Spring Bank2$98<0.01%new13F-HRTimeline
Pandora Wealth, Inc.2$98<0.01%13F-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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-246,94913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Command Advisory Services, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC13$845K-16,25613F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.