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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,074 managers (1,088 13F filers) reported a position in BNDX shares at 2025-12-31, 857,578,188 shares in all. 109 filers opened a position and 80 filers sold out during the quarter.

Managers
1,074
13F filers
1,088
New
109
Added
559
Reduced
247
Sold out
80
Shares held by filers
857,578,188

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Keystone Financial Group6,044$292K0.02%-2513F-HRTimeline
Washington Trust Bank6,000$290K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CORRECT CAPITAL WEALTH MANAGEMENT5,965$288K0.05%new13F-HRTimeline
Capital Management Associates, Inc5,962$288K0.06%new13F-HRTimeline
BluePrint Investing LLC5,924$286K0.26%13F-HRTimeline
CALTON & ASSOCIATES, INC.5,921$286K0.04%-2,96213F-HRTimeline
Patten Group, Inc.5,902$285K0.05%+82613F-HRTimeline
Canal Capital Management, LLC5,891$285K0.04%+8013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,867$283K0.09%+17613F-HRTimeline
Urban Wealth Management, LLC5,862$283K0.26%13F-HRTimeline
ADVISORTRUST PARTNERS, LLC5,842$282K0.12%13F-HRTimeline
Venturi Wealth Management, LLC5,839$282K0.01%-72313F-HRTimeline
Clear Creek Financial Management, LLC5,809$281K0.02%+91913F-HRTimeline
Mayflower Financial Advisors, LLC5,741$277K0.03%new13F-HRTimeline
Summit Wealth Partners, LLC5,728$277K0.05%+1,68113F-HRTimeline
Churchill Financial Advisors, LLC5,716$276K0.08%13F-HRTimeline
Princeton Global Asset Management LLC5,668$274K0.04%new13F-HRTimeline
Reyes Financial Architecture, Inc.5,648$273K0.17%013F-HRTimeline
Revolve Wealth Partners, LLC5,643$273K0.03%+2013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC5,641$273K0.08%new13F-HRTimeline
Marshall Financial Group, LLC5,576$269K0.05%-28613F-HRTimeline
Cape Investment Advisory, Inc.5,575$269K0.08%+1,90313F-HRTimeline
Pointe Capital Management LLC5,554$268K0.13%new13F-HRTimeline
Verity Asset Management, Inc.5,547$268K0.12%+4213F-HRTimeline
HB Wealth Management, LLC5,541$268K<0.01%-3,71813F-HRTimeline
Integrated Wealth Management5,533$267K0.3%13F-HRTimeline
Next Capital Management LLC5,519$267K0.09%new13F-HRTimeline
Aznar Financial Advisors, LLC5,511$266K0.26%13F-HRTimeline
Hanson & Doremus Investment Management5,487$265K0.03%-40513F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC5,483$265K0.01%new13F-HRTimeline
SAPIENT CAPITAL LLC5,467$264K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC5,459$264K0.15%-3,27813F-HRTimeline
Godfrey Financial Associates, Inc.5,431$264K0.23%13F-HRTimeline
Joel Adams & Associates, Inc.5,437$263K0.2%+43813F-HRTimeline
Vantage Point Financial LLC5,418$262K0.09%-41713F-HRTimeline
Capital Planning LLC5,396$261K0.07%new13F-HRTimeline
Bridgewater Advisors Inc.5,368$260K0.02%+11413F-HRTimeline
Sharkey, Howes & Javer5,370$259K0.03%-3,58813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,353$259K0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC5,341$258K0.04%-13813F-HRTimeline
Providence First Trust Co5,330$258K0.09%+55013F-HRTimeline
FWG Investments, LLC.5,271$255K0.16%new13F-HRTimeline
HANOVER ADVISORS INC5,263$254K0.1%-2513F-HRTimeline
Capital Investment Advisory Services, L…5,263$254K0.02%-18913F-HRTimeline
ORG Partners LLC5,232$253K0.04%+54813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,217$252K0.05%+6313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,213$252K0.21%new13F-HRTimeline
Pacific Asset Management, LLC5,201$251K0.15%+11313F-HRTimeline
Maia Wealth LLC5,148$251K0.04%-16,25013F-HRTimeline
WPG Advisers, LLC5,191$251K0.19%+6913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,166$250K0.02%-1,72813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC5,159$249K0.13%+84013F-HRTimeline
Willis Johnson & Associates, Inc.5,145$249K0.02%+31413F-HRTimeline
Curi Capital, LLC5,110$247K<0.01%+28213F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC5,093$246K0.14%new13F-HRTimeline
O'Brien Wealth Partners LLC5,088$246K0.03%new13F-HRTimeline
Value Investment Professionals, LLC5,057$244K0.26%13F-HRTimeline
Todd Wealth Management, LLC5,025$243K0.22%13F-HRTimeline
Claris Financial LLC4,971$240K0.13%-1,00313F-HRTimeline
Cornerstone Wealth Management, LLC4,965$240K0.01%-14513F-HRTimeline
Five Oceans Advisors4,940$239K0.08%-5613F-HRTimeline
True Link Financial Advisors, LLC4,924$238K0.01%-626,19613F-HRTimeline
Checchi Capital Advisers, LLC4,911$237K0.02%-90013F-HRTimeline
Murphy & Mullick Capital Management Corp4,854$235K0.17%-1,51113F-HRTimeline
Prospera Financial Services Inc4,847$235K<0.01%+34413F-HRTimeline
Rock Point Advisors, LLC4,850$234K0.06%013F-HRTimeline
Meridian Financial Partners LLC4,827$234K0.09%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,816$233K0.03%+2313F-HRTimeline
Simplicity Wealth,LLC4,808$232K0.01%+6813F-HRTimeline
CVA Family Office, LLC4,800$232K0.03%-29913F-HRTimeline
Evernest Financial Advisors, LLC4,766$231K0.05%new13F-HRTimeline
Frisch Financial Group, Inc.4,787$231K0.05%013F-HRTimeline
Lantern Wealth Advisors, LLC4,769$230K0.12%+21813F-HRTimeline
Cypress Point Wealth Management, LLC4,710$228K0.05%+12213F-HRTimeline
WILLIAM JOHN SEMPOLINSKI4,656$225K0.11%13F-HRTimeline
Sterling Investment Counsel, LLC4,564$224K0.06%new13F-HRTimeline
New England Private Wealth Advisors LLC4,606$223K0.03%+10913F-HR/ATimeline
Silver Grove Financial Group, Inc.4,599$222K0.19%+11013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,599$222K0.01%-1113F-HRTimeline
Headlands Technologies LLC4,580$221K0.02%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.4,560$220K0.22%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,539$219K0.03%+10213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,508$218K0.08%-1,18513F-HRTimeline
BridgePort Financial Solutions, LLC4,505$218K0.06%-1,10613F-HRTimeline
NDVR, Inc.4,504$218K0.18%new13F-HRTimeline
Foguth Wealth Management, LLC.4,487$217K0.03%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,418$213K0.01%new13F-HR/ATimeline
Second Line Capital, LLC4,410$213K0.04%-6813F-HRTimeline
Sequent Planning LLC4,356$210K0.05%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,330$209K<0.01%new13F-HRTimeline
Yoffe Investment Management, LLC4,328$209K0.27%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,321$209K<0.01%-73013F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC4,320$209K0.06%-28613F-HRTimeline
Carmel Capital Partners, LLC4,306$208K0.07%new13F-HRTimeline
Versant Capital Management, Inc4,304$208K0.03%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,296$208K<0.01%new13F-HRTimelineGroup
Stockman Wealth Management, Inc.4,289$207K0.02%new13F-HR/ATimeline
Redhawk Wealth Advisors, Inc.4,288$207K0.02%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,281$207K0.02%+8113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,281$207K0.01%-5513F-HRTimeline
Gilliland Jeter Wealth Management LLC4,278$207K0.06%new13F-HRTimeline
One Degree Advisors Inc4,276$206K0.06%+18513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,254$206K0.02%new13F-HRTimeline
LongView Asset Management LLC4,241$205K0.14%-3,50613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,233$205K<0.01%-2213F-HRTimelineGroup
Verum Partners LLC4,202$203K0.04%013F-HRTimeline
Clientfirst Wealth Management, LLC4,201$203K0.16%-37513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,191$203K<0.01%-11413F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC4,175$202K<0.01%-80713F-HRTimeline
Emerald Advisors, LLC4,164$201K0.03%-6013F-HRTimeline
A4 Wealth Advisors LLC4,157$201K0.17%new13F-HRTimeline
Bison Wealth, LLC4,192$200K0.02%new13F-HRTimeline
Pioneer Family Office, LLC4,120$199K0.13%13F-HRTimeline
Stone House Investment Management, LLC4,077$197K0.03%+58513F-HRTimeline
Richard W. Paul & Associates, LLC4,019$194K0.06%-10813F-HRTimeline
Smithfield Trust Co4,002$193K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC3,817$184K0.08%-1,17813F-HRTimeline
Larson Financial Group LLC3,804$184K0.01%+98413F-HRTimeline
LFA - Lugano Financial Advisors SA3,513$170K0.09%+23013F-HRTimeline
Cherry Tree Wealth Management, LLC3,305$160K0.03%-77613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,046$147K<0.01%+613F-HRTimelineGroup
S.A. Mason LLC2,971$144K0.06%013F-HRTimeline
PRIVATE TRUST CO NA2,641$128K0.01%-1,73913F-HRTimeline
Kingdom Financial Group LLC.2,588$125K0.04%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,585$125K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,539$123K0.04%new13F-HRTimeline
Blue Trust, Inc.2,485$120K<0.01%-2,52513F-HRTimeline
IFC & Insurance Marketing, Inc.2,321$112K0.11%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,293$111K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC2,104$102K0.02%+2,07813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,090$101K0.05%+1,70613F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC2,077$100K<0.01%013F-HRTimelineGroup
Community Bank, N.A.2,074$100K0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…2,035$98.3K0.03%+16313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,003$96.8K<0.01%+76813F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,964$94.9K<0.01%-1013F-HRTimelineGroup
CoreFirst Bank & Trust1,963$94.9K0.05%013F-HRTimeline
WEBSTER BANK, N. A.1,908$92.2K0.01%013F-HRTimeline
Key Financial Inc1,857$89.7K0.02%+1,60713F-HRTimeline
SIGNATUREFD, LLC1,828$88.3K<0.01%+1,46213F-HRTimeline
Aventura Private Wealth, LLC1,813$87.6K0.03%-70813F-HRTimeline
Darwin Wealth Management, LLC1,650$79.7K0.02%-12613F-HRTimeline
SHP Wealth Management1,612$77.9K0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,580$76.3K0.07%+14713F-HRTimeline
SOA Wealth Advisors, LLC.1,546$74.7K0.01%+4013F-HRTimeline
Smallwood Wealth Investment Management,…1,533$74.1K0.04%013F-HRTimeline
Go Invest LLC1,529$73.9K0.02%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,516$73.3K<0.01%+55413F-HRTimelineGroup
BLUELINE ADVISORS LLC1,502$72.6K0.06%13F-HRTimeline
Parkside Financial Bank & Trust1,493$72.2K0.01%+68813F-HRTimeline
Signature Equity Partners, LLC1,478$71.4K0.04%13F-HRTimeline
Physician Wealth Advisors, Inc.1,475$71.3K0.01%+1313F-HRTimeline
Financial Management Professionals, Inc.1,471$71.1K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,470$71K<0.01%-5,66413F-HRTimeline
WELLINGTON-ALTUS USA INC.1,465$70.8K0.05%13F-HRTimeline
Crews Bank & Trust1,228$59.3K0.01%new13F-HRTimeline
Imprint Wealth LLC1,206$58.3K0.27%+1,09913F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,200$58K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL821$56.6K0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC1,167$56.4K0.04%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,105$53.4K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,088$52.6K<0.01%+1,07913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,059$51.3K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,031$49.8K0.04%+14913F-HRTimeline
Golden State Wealth Management, LLC1,012$48.9K0.01%+2513F-HRTimeline
Sunbelt Securities, Inc.987$47.7K<0.01%+12113F-HRTimeline
Wealth Watch Advisors, INC954$46.1K0.02%+13813F-HRTimeline
Wellington Grp LLC910$44K0.01%13F-HR/ATimeline
Investors Research Corp909$43.9K0.01%+3613F-HRTimeline
Vermillion & White Wealth Management Gr…886$42.8K0.02%+2613F-HRTimeline
Fortis Group Advisors, LLC878$42.4K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC839$40.5K<0.01%new13F-HRTimeline
American Capital Advisory, LLC757$36.6K0.02%013F-HRTimeline
HFM Investment Advisors, LLC708$34.1K0.01%-2313F-HRTimeline
Kozak & Associates, Inc.684$33.2K0.01%013F-HRTimeline
Pacifica Partners Inc.676$32.7K0.01%-24713F-HRTimeline
Key Capital Management, INC673$32.5K0.03%13F-HRTimeline
Fourth Dimension Wealth, LLC664$32.1K0.01%013F-HRTimeline
NFSG Corp621$30K<0.01%+1313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC619$29.9K<0.01%+213F-HRTimeline
Center for Financial Planning, Inc.617$29.8K<0.01%+713F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC609$29.4K0.02%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.536$25.9K0.01%-4613F-HRTimeline
Kilter Group LLC535$25.8K0.01%+14113F-HRTimeline
Ankerstar Wealth, LLC530$25.6K0.03%13F-HRTimeline
Lloyd Advisory Services, LLC.526$25.4K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC501$24.2K<0.01%+13213F-HRTimeline
Clarity Asset Management, Inc.491$23.7K0.01%013F-HRTimeline
IMA Advisory Services, Inc.486$23.5K<0.01%013F-HRTimeline
EASTERN BANK435$21K<0.01%-5,52013F-HRTimeline
Clark Wealth Partners413$20K0.01%013F-HRTimeline
Boreal Capital Management LLC400$19.3K0.01%013F-HRTimeline
Financial Freedom, LLC397$19.2K0.01%+1013F-HRTimeline
Gunpowder Capital Management, LLC dba O…384$18.6K0.01%13F-HRTimeline
Bernard Wealth Management Corp.380$18.4K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.365$17.6K0.01%-8813F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.339$16.4K<0.01%013F-HRTimeline
Caitlin John, LLC332$16K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.317$15.3K0.01%-35513F-HRTimeline
Independence Bank of Kentucky316$15.3K<0.01%013F-HRTimeline