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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

979 managers (990 13F filers) reported a position in BNDX shares at 2025-06-30, 777,369,357 shares in all. 117 filers opened a position and 73 filers sold out during the quarter.

Managers
979
13F filers
990
New
117
Added
472
Reduced
300
Sold out
73
Shares held by filers
777,369,357

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
L.M. KOHN & COMPANY4,824$239K0.06%-73313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,813$238K0.02%+55413F-HRTimeline
STAGE HARBOR FINANCIAL, LLC4,796$237K0.19%-6,88713F-HRTimeline
Hubbell Strickland Wealth Management, L…4,787$237K0.1%-43813F-HRTimeline
Frisch Financial Group, Inc.4,787$237K0.06%013F-HRTimeline
NorthCoast Asset Management LLC4,782$237K<0.01%new13F-HRTimeline
COREPATH WEALTH PARTNERS LLC4,700$232K0.2%013F-HRTimeline
BridgePort Financial Solutions, LLC4,678$232K0.08%013F-HRTimeline
Valeo Financial Advisors, LLC4,627$229K0.01%new13F-HR/ATimeline
ORG Partners LLC4,609$228K0.05%+38113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,596$228K0.08%new13F-HRTimeline
Family Investment Center, Inc.4,580$227K0.05%+18113F-HRTimeline
Clientfirst Wealth Management, LLC4,576$227K0.23%013F-HRTimeline
Encompass More Asset Management4,541$225K0.05%-47113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,528$224K0.03%-1,09613F-HRTimeline
Second Line Capital, LLC4,478$222K0.05%013F-HRTimeline
HANOVER ADVISORS INC4,474$222K0.09%-8913F-HRTimeline
New England Private Wealth Advisors LLC4,479$221K0.03%+3513F-HRTimeline
Opes Wealth Management LLC4,411$218K0.04%-10213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,409$218K0.03%-5113F-HRTimeline
Lantern Wealth Advisors, LLC4,423$218K0.13%13F-HRTimeline
Facet Wealth, Inc.4,422$218K<0.01%-20713F-HRTimeline
Grove Bank & Trust4,400$218K0.03%new13F-HRTimeline
Providence First Trust Co4,385$217K0.08%new13F-HRTimeline
Affinity Capital Advisors, LLC4,341$215K0.04%-29613F-HRTimeline
Harvest Investment Services, LLC4,337$215K0.05%new13F-HRTimeline
Yoffe Investment Management, LLC4,328$214K0.29%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,322$214K0.01%-3013F-HRTimeline
Versant Capital Management, Inc4,304$213K0.03%013F-HRTimeline
DAVIDSON TRUST CO4,290$212K0.1%new13F-HRTimeline
Prospera Financial Services Inc4,244$210K<0.01%-18813F-HRTimeline
FSC Wealth Advisors, LLC4,246$210K0.13%-3,04713F-HR/ATimeline
Dorsey & Whitney Trust CO LLC4,239$210K0.01%-90713F-HRTimeline
Willow Creek Wealth Management Inc.4,235$210K0.02%new13F-HRTimeline
UPTICK PARTNERS, LLC4,229$209K0.06%-35213F-HRTimeline
Verum Partners LLC4,202$208K0.05%new13F-HRTimeline
Venture Visionary Partners LLC4,181$207K0.01%new13F-HRTimeline
Smithfield Trust Co4,194$207K0.01%+19213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,142$205K0.02%-9213F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,123$204K0.01%new13F-HRTimeline
SMITH, MOORE & CO.4,119$204K0.02%-3,90913F-HRTimeline
Richard W. Paul & Associates, LLC4,101$203K0.07%-7113F-HRTimeline
Cherry Tree Wealth Management, LLC4,081$202K0.05%013F-HRTimeline
Transce3nd, LLC3,653$181K0.08%+2,56913F-HRTimeline
Stone House Investment Management, LLC3,419$169K0.03%+3,11413F-HRTimeline
Cape Investment Advisory, Inc.3,265$162K0.06%+1413F-HRTimeline
LFA - Lugano Financial Advisors SA3,053$151K0.09%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,030$150K<0.01%-10113F-HRTimelineGroup
S.A. Mason LLC2,971$147K0.07%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,632$130K0.04%-98113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,558$126K0.04%new13F-HRTimeline
Aventura Private Wealth, LLC2,531$125K0.05%-34213F-HRTimeline
McIlrath & Eck, LLC2,491$123K0.01%+3613F-HRTimeline
Investment Research & Advisory Group, I…2,251$111K0.04%+10813F-HRTimeline
CoreFirst Bank & Trust1,963$97.2K0.05%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,954$96.7K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.1,908$94.5K0.01%013F-HRTimeline
Park Square Financial Group, LLC1,844$91.3K0.07%013F-HRTimeline
Darwin Wealth Management, LLC1,681$83.2K0.03%+1,63513F-HRTimeline
Smallwood Wealth Investment Management,…1,570$77.7K0.04%+3713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,567$77.6K0.01%013F-HRTimelineGroup
Pacifica Partners Inc.1,559$77.1K0.03%+82413F-HRTimeline
SOA Wealth Advisors, LLC.1,496$74.1K0.01%+2013F-HRTimeline
Financial Management Professionals, Inc.1,471$72.8K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,470$72.8K0.07%+32513F-HRTimeline
Physician Wealth Advisors, Inc.1,462$72.4K0.01%013F-HRTimeline
Clark Wealth Partners1,423$70.5K0.05%-1,60913F-HRTimeline
Financial Network Wealth Advisors LLC1,421$70.4K0.09%new13F-HRTimeline
Dunhill Financial, LLC1,280$63.4K0.02%-68313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,235$61.1K<0.01%-15213F-HRTimelineGroup
Delos Wealth Advisors, LLC1,167$57.8K0.05%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,105$54.7K<0.01%013F-HRTimeline
NFSG Corp1,095$54.2K0.01%+13713F-HRTimeline
Golden State Wealth Management, LLC1,056$52.3K0.01%-5,04413F-HRTimeline
Community Bank, N.A.1,027$50.8K0.01%new13F-HRTimeline
NewSquare Capital LLC989$49K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.964$47.3K<0.01%+10013F-HRTimeline
Asset Dedication, LLC926$45.8K<0.01%+92213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.882$43.7K0.05%13F-HRTimeline
Fortis Group Advisors, LLC878$43.5K0.01%013F-HRTimeline
Whipplewood Advisors, LLC864$42.8K0.02%-79,13213F-HRTimeline
Vermillion & White Wealth Management Gr…844$41.8K0.03%+2613F-HRTimeline
Investors Research Corp835$41.3K0.01%+11113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC798$39.5K<0.01%013F-HR/ATimeline
HFM Investment Advisors, LLC743$36.8K0.02%-3413F-HRTimeline
Fourth Dimension Wealth, LLC664$32.9K0.01%013F-HRTimeline
Larson Financial Group LLC652$32.3K<0.01%-413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC647$32K<0.01%+27913F-HRTimeline
Center for Financial Planning, Inc.637$31.5K<0.01%-83113F-HRTimeline
Garde Capital, Inc.612$30.3K<0.01%-9513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.582$28.8K0.01%013F-HRTimeline
Rise Advisors, LLC547$27.1K0.01%+413F-HRTimeline
Strategic Wealth Partners, Ltd.521$25.8K<0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc498$24.7K0.01%013F-HRTimeline
Clarity Asset Management, Inc.491$24.3K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.486$24.1K0.01%-6513F-HR/ATimelineGroup
IMA Advisory Services, Inc.486$24.1K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC444$22K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…432$21.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC407$20.1K<0.01%-11513F-HRTimeline
Sachetta, LLC400$19.8K0.01%013F-HRTimeline
Boreal Capital Management LLC400$19.8K0.02%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC386$19.1K<0.01%-53013F-HRTimeline
Bogart Wealth, LLC386$19.1K<0.01%-11613F-HRTimeline
Financial Freedom, LLC384$19K0.01%+213F-HRTimeline
Legacy Investment Solutions, LLC384$19K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…384$19K0.01%+22213F-HRTimelineGroup
Bernard Wealth Management Corp.380$18.8K0.01%-413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC367$18.2K<0.01%new13F-HRTimelineGroup
Kilter Group LLC363$18K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.350$17K0.01%-9813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …335$16.6K<0.01%13F-HRTimelineGroup
Towne Trust Company, N.A332$16.4K0.01%013F-HR/ATimeline
Bank of New Hampshire330$16.3K<0.01%-713F-HRTimeline
Independence Bank of Kentucky316$15.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC305$15.1K0.01%-1013F-HRTimeline
Family CFO Inc303$15K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC291$14.4K<0.01%+19313F-HRTimeline
Front Row Advisors LLC267$13.2K<0.01%-3113F-HRTimeline
CGC Financial Services, LLC263$13K<0.01%013F-HRTimeline
Beacon Capital Management, LLC253$12.5K<0.01%+4013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC246$12K<0.01%+8513F-HRTimelineGroup
Compass Financial Services Inc233$11.5K0.01%new13F-HRTimeline
SWAN Capital LLC222$11K<0.01%new13F-HRTimeline
MorganRosel Wealth Management, LLC209$10.3K<0.01%013F-HRTimeline
Bangor Savings Bank189$9.36K<0.01%013F-HRTimeline
Eukles Asset Management186$9.21K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT168$8.32K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC162$8.02K<0.01%+6913F-HRTimeline
Fairman Group, LLC159$7.87K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC151$7.48K<0.01%+13613F-HRTimeline
First Command Advisory Services, Inc.151$7.48K<0.01%+15113F-HRTimeline
Caldwell Trust Co150$7.43K<0.01%013F-HRTimeline
MCF Advisors LLC148$7.33K<0.01%-3,55313F-HRTimeline
AMERIFLEX GROUP, INC.143$7.07K<0.01%+6313F-HRTimeline
Blume Capital Management, Inc.135$6.68K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC129$6.39K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.120$5.96K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC111$5.5K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP109$5.34K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC105$5.17K<0.01%+513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$4.95K<0.01%013F-HRTimeline
GAMMA Investing LLC92$4.55K<0.01%-16513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp86$4.26K<0.01%new13F-HRTimelineGroup
Horrell Capital Management, Inc.83$4.11K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC82$4.06K<0.01%013F-HR/ATimeline
Glen Eagle Advisors, LLC79$3.91K<0.01%013F-HRTimeline
Key Financial Inc68$3.37K<0.01%+6013F-HRTimeline
Keystone Global Partners, LLC62$3.07K<0.01%-113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.61$3.02K<0.01%new13F-HRTimelineGroup
Winthrop Capital Management, LLC67$3K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS60$2.97K<0.01%-50013F-HRTimeline
ALBION FINANCIAL GROUP /UT56$2.77K<0.01%new13F-HRTimeline
Solstein Capital, LLC56$2.77K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.54$2.66K<0.01%+613F-HRTimeline
Signature Resources Capital Management,…30$1.49K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC25$1.24K<0.01%+413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners23$1.15K<0.01%013F-HRTimelineGroup
Essential Partners LLC23$1.14K<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC22$1.09K<0.01%new13F-HRTimeline
High Note Wealth, LLC22$1.09K<0.01%013F-HRTimeline
Copia Wealth Management21$1.04K<0.01%new13F-HRTimeline
Hemington Wealth Management29$1K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC15$743<0.01%013F-HRTimeline
Parkside Financial Bank & Trust14$694<0.01%-313F-HRTimeline
Premier Financial Group13$641<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC12$596<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9$446<0.01%-13513F-HRTimeline
Global Wealth Strategies & Associates8$396<0.01%-4413F-HRTimeline
IMG Wealth Management, Inc.7$347<0.01%new13F-HRTimeline
North Capital, Inc.6$272<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc3$149<0.01%013F-HRTimeline
Pandora Wealth, Inc.2$99<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$58<0.01%-3,18913F-HRTimeline
HighMark Wealth Management LLC1$50<0.01%new13F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.