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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

984 managers (994 13F filers) reported a position in BNDX shares at 2025-09-30, 795,615,398 shares in all. 80 filers opened a position and 68 filers sold out during the quarter.

Managers
984
13F filers
994
New
80
Added
526
Reduced
279
Sold out
68
Shares held by filers
795,615,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Affinity Capital Advisors, LLC4,831$239K0.04%+49013F-HRTimeline
Arlington Financial Advisors, LLC4,798$237K0.03%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,793$237K0.04%-3313F-HRTimeline
Frisch Financial Group, Inc.4,787$237K0.06%013F-HRTimeline
Providence First Trust Co4,780$236K0.08%+39513F-HRTimeline
Simplicity Wealth,LLC4,740$234K0.01%-14,44013F-HRTimeline
ORG Partners LLC4,684$232K0.04%+7513F-HRTimeline
NorthCoast Asset Management LLC4,672$231K<0.01%-11013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,610$228K0.01%-58613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,606$228K0.07%+1013F-HRTimeline
Cypress Point Wealth Management, LLC4,588$227K0.05%new13F-HRTimeline
Clientfirst Wealth Management, LLC4,576$226K0.18%013F-HRTimeline
Lantern Wealth Advisors, LLC4,551$225K0.12%+12813F-HRTimeline
Prospera Financial Services Inc4,503$223K<0.01%+25913F-HRTimeline
Krilogy Financial LLC4,487$223K0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC4,497$222K0.03%+1813F-HRTimeline
Silver Grove Financial Group, Inc.4,489$222K0.21%13F-HRTimeline
Second Line Capital, LLC4,478$221K0.05%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,437$219K0.03%+2813F-HRTimeline
Curran Financial Partners, LLC4,395$217K0.04%new13F-HRTimeline
HUB Investment Partners, LLC4,388$217K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA4,380$217K0.02%-2,52113F-HRTimeline
New Harbor Financial Group, LLC4,379$217K0.04%-1,81613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,368$216K0.01%-76313F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,364$216K0.01%+24113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,336$214K0.01%+1413F-HRTimeline
Willow Creek Wealth Management Inc.4,334$214K0.02%+9913F-HRTimeline
Yoffe Investment Management, LLC4,328$214K0.28%013F-HRTimeline
UPTICK PARTNERS, LLC4,321$214K0.06%+9213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC4,319$214K0.12%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,305$213K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc4,304$213K0.03%013F-HRTimeline
Gladstone Institutional Advisory LLC4,299$213K0.01%new13F-HRTimeline
DAVIDSON TRUST CO4,290$212K0.09%013F-HRTimeline
Concorde Asset Management, LLC4,280$212K0.09%13F-HRTimeline
Impact Partnership Wealth, LLC4,276$212K0.03%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,255$210K<0.01%new13F-HRTimelineGroup
Cadence Bank4,243$210K0.01%new13F-HRTimeline
Emerald Advisors, LLC4,224$209K0.03%-5,64613F-HRTimeline
My Personal CFO, LLC4,215$208K0.08%new13F-HRTimeline
Foundation Wealth Management, LLC\PA4,215$208K0.08%-7,95013F-HRTimeline
Verum Partners LLC4,202$208K0.04%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,200$208K0.03%-32813F-HRTimeline
Ashton Thomas Private Wealth, LLC4,191$207K0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC4,127$204K0.07%+2613F-HRTimeline
Castle Rock Wealth Management, LLC4,117$203K0.04%new13F-HRTimeline
One Degree Advisors Inc4,091$202K0.06%new13F-HRTimeline
Cherry Tree Wealth Management, LLC4,081$202K0.04%013F-HRTimeline
Summit Wealth Partners, LLC4,047$200K0.04%new13F-HRTimeline
Smithfield Trust Co4,002$199K0.01%-19213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,906$193K0.01%-90713F-HRTimeline
Cape Investment Advisory, Inc.3,672$182K0.18%+40713F-HRTimeline
Stone House Investment Management, LLC3,492$173K0.03%+7313F-HRTimeline
LFA - Lugano Financial Advisors SA3,283$162K0.09%+23013F-HRTimeline
Advisors Asset Management, Inc.3,077$152K<0.01%new13F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,040$150K<0.01%+2,95413F-HRTimelineGroup
S.A. Mason LLC2,971$147K0.06%013F-HRTimeline
Larson Financial Group LLC2,820$139K<0.01%+2,16813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,649$131K0.04%+1713F-HRTimeline
Wilmington Savings Fund Society, FSB2,585$128K<0.01%-7,43313F-HR/ATimeline
Aventura Private Wealth, LLC2,521$125K0.05%-1013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,077$103K<0.01%+1,71013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,974$97.6K<0.01%-1,05613F-HRTimelineGroup
CoreFirst Bank & Trust1,963$97.1K0.05%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,954$96.6K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.1,908$94.4K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…1,872$92.6K0.03%-37913F-HRTimeline
Darwin Wealth Management, LLC1,776$87.9K0.03%+9513F-HRTimeline
Cornerstone Planning Group LLC603$84.7K0.01%-4,40913F-HRTimeline
Smallwood Wealth Investment Management,…1,533$75.8K0.04%-3713F-HRTimeline
SOA Wealth Advisors, LLC.1,506$74.5K0.01%+1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,491$73K0.03%+1,14113F-HRTimeline
Financial Management Professionals, Inc.1,471$72.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,462$72.3K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,433$70.9K0.07%-3713F-HRTimeline
Palisade Asset Management, LLC1,410$69.7K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,235$61.1K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC1,167$57.7K0.04%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,105$54.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC987$48.8K0.01%-6913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.962$47.6K<0.01%-60513F-HRTimelineGroup
Pacifica Partners Inc.923$45.6K0.02%-63613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.882$43.6K0.04%013F-HR/ATimeline
Fortis Group Advisors, LLC878$43.4K0.01%013F-HRTimeline
Investors Research Corp873$43.2K0.01%+3813F-HRTimeline
Sunbelt Securities, Inc.866$42.8K<0.01%-9813F-HRTimeline
GODSEY & GIBB, INC864$42.7K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…860$42.5K0.02%+1613F-HRTimeline
Wealth Watch Advisors, INC816$40.4K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust805$39.8K<0.01%+79113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC798$39.5K<0.01%013F-HRTimeline
Abound Wealth Management790$39.1K0.01%new13F-HRTimeline
American Capital Advisory, LLC757$37.4K0.02%new13F-HRTimeline
HFM Investment Advisors, LLC731$36.1K0.01%-1213F-HRTimeline
Kozak & Associates, Inc.684$33.9K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.672$33.2K0.01%+52913F-HRTimeline
Fourth Dimension Wealth, LLC664$32.8K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC617$30.5K<0.01%-3013F-HRTimeline
Center for Financial Planning, Inc.610$30.2K<0.01%-2713F-HRTimeline
NFSG Corp608$30.1K<0.01%-48713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.582$28.8K0.01%013F-HRTimeline
Rise Advisors, LLC550$27.2K0.01%+313F-HRTimeline
Clarity Asset Management, Inc.491$24.3K0.01%013F-HRTimeline
IMA Advisory Services, Inc.486$24K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.453$22.4K0.01%-3313F-HRTimelineGroup
Guerra Advisors Inc434$21.5K0.01%new13F-HRTimeline
Clark Wealth Partners413$20K0.01%-1,01013F-HRTimeline
Sachetta, LLC400$19.8K0.01%013F-HRTimeline
Boreal Capital Management LLC400$19.8K0.02%013F-HRTimeline
Kilter Group LLC394$19.5K0.01%+3113F-HRTimeline
Financial Freedom, LLC387$19.1K0.01%+313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…384$19K0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.380$18.8K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC369$18.3K<0.01%-1713F-HRTimeline
SIGNATUREFD, LLC366$18.1K<0.01%-4113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.339$16.8K<0.01%new13F-HRTimeline
Caitlin John, LLC332$16.4K0.01%new13F-HRTimeline
Independence Bank of Kentucky316$15.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC294$15K<0.01%+4813F-HRTimelineGroup
GPS Wealth Strategies Group, LLC291$14.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC288$14.2K<0.01%-9813F-HRTimeline
CGC Financial Services, LLC263$13K<0.01%013F-HRTimeline
Key Financial Inc250$12.3K<0.01%+18213F-HRTimeline
Compass Financial Services Inc234$11.6K0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC225$11.1K<0.01%-8013F-HRTimeline
Bangor Savings Bank189$9.35K<0.01%013F-HRTimeline
Millstone Evans Group, LLC188$9.3K0.01%new13F-HRTimeline
Eukles Asset Management186$9.2K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …179$8.85K<0.01%13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT168$8.31K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC162$8.01K<0.01%013F-HRTimeline
Fairman Group, LLC159$7.86K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.156$7.71K<0.01%+3613F-HRTimeline
WHITTIER TRUST CO155$7.66K<0.01%new13F-HRTimeline
Front Row Advisors LLC152$7.52K<0.01%-11513F-HRTimeline
Caldwell Trust Co150$7.42K<0.01%013F-HRTimeline
MCF Advisors LLC148$7.32K<0.01%013F-HRTimeline
TFC Financial Management, Inc.141$6.97K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC141$6.96K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC121$5.99K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC111$5.49K<0.01%013F-HRTimeline
Imprint Wealth LLC107$5.29K0.02%13F-HRTimeline
Abich Financial Wealth Management LLC107$5.29K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC105$5.19K<0.01%013F-HRTimeline
DT Investment Partners, LLC101$5K<0.01%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$4.95K<0.01%013F-HRTimeline
True Wealth Design, LLC98$4.85K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.83$4.11K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC82$4.06K<0.01%013F-HR/ATimeline
Solstein Capital, LLC81$4.01K<0.01%+2513F-HRTimeline
Cloud Capital Management, LLC99$4K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC78$3.86K<0.01%-113F-HRTimeline
Davis Capital Management68$3.36K<0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC63$3.12K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.61$3K<0.01%+713F-HRTimeline
Winthrop Capital Management, LLC67$3K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS60$2.97K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates57$2.82K<0.01%+4913F-HRTimeline
ALBION FINANCIAL GROUP /UT56$2.77K<0.01%013F-HRTimeline
GAMMA Investing LLC51$2.52K<0.01%-4113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department31$1.53K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…30$1.48K<0.01%013F-HRTimeline
HighMark Wealth Management LLC29$1.44K<0.01%+2813F-HRTimeline
Asset Dedication, LLC28$1.39K<0.01%-89813F-HRTimeline
Rialto Wealth Management, LLC26$1.29K<0.01%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners23$1.15K<0.01%013F-HRTimelineGroup
Copia Wealth Management21$1.04K<0.01%013F-HRTimeline
Hemington Wealth Management29$1K<0.01%013F-HRTimeline
Bank of New Hampshire20$989<0.01%-31013F-HRTimeline
Activest Wealth Management18$890<0.01%+1813F-HRTimeline
Global Trust Asset Management, LLC15$742<0.01%013F-HRTimeline
Premier Financial Group13$643<0.01%013F-HRTimeline
Financial Life Planners13$620<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9$446<0.01%013F-HRTimeline
Blume Capital Management, Inc.8$396<0.01%-12713F-HRTimeline
North Capital, Inc.7$323<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc3$149<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2$99<0.01%new13F-HRTimeline
CNB Bank2$99<0.01%new13F-HRTimeline
Pandora Wealth, Inc.2$99<0.01%013F-HRTimeline
MASECO LLP1$49<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.
Transce3nd, LLC264$00%-3,38913F-HRTimelineValue filed as zero, left out of ratios.