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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,111 managers (1,130 13F filers) reported a position in BNDX shares at 2026-03-31, 872,449,383 shares in all. 131 filers opened a position and 96 filers sold out during the quarter.

Managers
1,111
13F filers
1,130
New
131
Added
603
Reduced
272
Sold out
96
Shares held by filers
872,449,383

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Hanson & Doremus Investment Management6,774$325K0.04%+1,28713F-HRTimeline
Oakwell Private Wealth Management, LLC6,753$324K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Integrated Wealth Management6,662$320K0.37%+1,12913F-HRTimeline
Clearstead Advisors, LLC6,593$317K<0.01%+1013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,584$316K0.01%+2,39313F-HRTimelineGroup
Carroll Advisory Group, LLC6,577$316K0.12%013F-HRTimeline
Summit Trail Advisors, LLC6,537$314K<0.01%-4113F-HRTimeline
Root Financial Partners, LLC6,483$312K0.01%+42013F-HRTimeline
Valeo Financial Advisors, LLC6,468$311K0.01%-2,37313F-HRTimeline
Parsonex Advisory Services, Inc.6,466$311K0.3%+6913F-HRTimeline
Forefront Wealth Partners, LLC6,440$309K0.13%+38813F-HRTimeline
Evanson Asset Management, LLC6,434$309K0.02%-74613F-HRTimeline
Pinnacle Bancorp, Inc.6,421$309K0.09%+8313F-HRTimeline
Verity Asset Management, Inc.6,385$307K0.13%+83813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,350$305K<0.01%new13F-HRTimelineGroup
BluePrint Investing LLC6,330$304K0.27%+40613F-HRTimeline
MONECO ADVISORS, LLC6,322$304K0.02%-1,49813F-HRTimeline
Hutchens & Kramer Investment Management…6,305$303K0.1%+1913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,289$302K<0.01%+1,96813F-HRTimelineGroup
Family CFO Inc6,268$301K0.13%-2,12513F-HRTimeline
Phil A. Younker & Associates, Ltd.6,250$300K0.2%013F-HRTimeline
Joel Adams & Associates, Inc.6,189$297K0.22%+75213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,173$297K<0.01%13F-HRTimelineGroup
Impact Capital Partners LLC6,132$295K0.09%new13F-HRTimeline
Aspect Partners, LLC6,114$294K0.12%+2913F-HRTimeline
Sonoma Private Wealth LLC6,091$293K0.36%-33113F-HRTimeline
Hardin Capital Partners, LLC6,056$291K0.14%+813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,027$290K<0.01%-5,67113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC6,025$290K0.18%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/6,022$289K0.14%-12113F-HRTimeline
Bravera Wealth6,002$288K0.13%new13F-HRTimeline
Ascension Capital Advisors, Inc.5,999$288K0.09%new13F-HRTimeline
Strait & Sound Wealth Management LLC5,988$288K0.11%new13F-HRTimeline
Capital Management Associates, Inc5,962$286K0.06%013F-HRTimeline
Cape Investment Advisory, Inc.5,922$285K0.09%+34713F-HRTimeline
Canal Capital Management, LLC5,917$284K0.04%+2613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,903$284K0.01%+1,62213F-HRTimeline
Todd Wealth Management, LLC5,896$283K0.26%+87113F-HRTimeline
Torrey-Payne Wealth Management, LLC5,870$282K0.26%-80013F-HRTimeline
ADVISORTRUST PARTNERS, LLC5,842$281K0.12%013F-HRTimeline
HRT FINANCIAL LP5,842$280K<0.01%new13F-HRTimeline
Sterling Investment Counsel, LLC5,826$280K0.08%+1,26213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.5,822$280K0.29%new13F-HRTimeline
Summit Wealth Partners, LLC5,800$279K0.04%+7213F-HRTimeline
Park Edge Advisors, LLC5,789$278K0.06%new13F-HRTimeline
Churchill Financial Advisors, LLC5,777$278K0.06%+6113F-HRTimeline
Gordian Advisors LLC5,773$277K0.18%new13F-HRTimeline
Concorde Asset Management, LLC5,755$277K0.14%-62213F-HRTimeline
Cannell & Spears LLC5,719$275K0.01%new13F-HR/ATimeline
Reyes Financial Architecture, Inc.5,695$274K0.22%+4713F-HRTimeline
Quantinno Capital Management LP5,644$271K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC5,617$270K0.04%-5113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC5,562$267K0.13%+40313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC5,483$263K0.01%013F-HRTimeline
Midwest Trust Co5,445$262K<0.01%new13F-HRTimeline
Bridgewater Advisors Inc.5,421$260K0.02%+5313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,397$259K<0.01%new13F-HRTimelineGroup
Financial Guidance Group, Inc.5,394$259K0.1%-5,99313F-HRTimeline
TWO SIGMA SECURITIES, LLC5,386$259K0.03%-14,96513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.5,372$258K0.06%new13F-HRTimeline
Capital Investment Advisory Services, L…5,368$258K0.02%+10513F-HRTimeline
Curi Capital, LLC5,353$257K<0.01%+24313F-HRTimeline
Providence First Trust Co5,344$257K0.09%+1413F-HRTimeline
Jackson Hole Capital Partners, LLC5,341$257K0.04%013F-HRTimeline
Godfrey Financial Associates, Inc.5,339$257K0.22%-9213F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC5,330$256K0.04%new13F-HRTimeline
Willis Johnson & Associates, Inc.5,310$255K0.01%+16513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,296$255K0.02%new13F-HRTimelineGroup
Alpha Omega Wealth Management LLC5,265$253K0.04%-82613F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,241$252K0.04%+42513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,233$251K0.01%-12013F-HRTimeline
Pacific Asset Management, LLC5,224$251K0.14%+2313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…5,217$251K0.05%013F-HRTimeline
Gilliland Jeter Wealth Management LLC5,182$249K0.07%+90413F-HRTimeline
Freedom Investment Management, Inc.5,178$249K0.07%-2,27613F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…5,165$248K0.18%new13F-HRTimeline
Kesler, Norman & Wride, LLC5,130$247K0.04%new13F-HRTimeline
Five Oceans Advisors5,117$246K0.09%+17713F-HRTimeline
HANOVER ADVISORS INC5,071$244K0.1%-19213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,030$242K0.07%+2,49113F-HRTimeline
WPG Advisers, LLC5,026$241K0.18%-16513F-HRTimeline
Granite Bay Wealth Management, LLC5,006$241K0.05%new13F-HRTimeline
HUB Investment Partners, LLC4,986$240K0.01%new13F-HRTimeline
BRIGHTON JONES LLC4,965$239K0.01%new13F-HR/ATimeline
Chicago Partners Investment Group LLC4,887$235K0.01%new13F-HRTimeline
Rock Point Advisors, LLC4,850$233K0.06%013F-HRTimeline
Allen Capital Group, LLC4,839$233K0.02%new13F-HRTimeline
Strategic Financial Concepts, LLC4,825$232K0.06%new13F-HRTimeline
CALTON & ASSOCIATES, INC.4,817$231K0.03%-1,10413F-HRTimeline
Latitude Advisors, LLC4,807$231K0.11%new13F-HRTimeline
CVA Family Office, LLC4,806$231K0.02%+613F-HRTimeline
Redhawk Wealth Advisors, Inc.4,806$231K0.03%+51813F-HRTimeline
Glenview Trust Co4,805$231K<0.01%new13F-HRTimeline
Frisch Financial Group, Inc.4,786$230K0.05%-113F-HRTimeline
Evernest Financial Advisors, LLC4,766$229K0.05%013F-HRTimeline
Claris Financial LLC4,750$228K0.12%-22113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,750$228K0.03%+21113F-HRTimeline
Cypress Point Wealth Management, LLC4,731$227K0.05%+2113F-HRTimeline
One Degree Advisors Inc4,744$227K0.06%+46813F-HRTimeline
Carmel Capital Partners, LLC4,720$227K0.08%+41413F-HRTimeline
Cornerstone Wealth Management, LLC4,720$227K0.01%-24513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.4,718$227K0.08%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,717$227K0.12%-35,10013F-HRTimeline
Hamilton Capital, LLC4,710$226K0.01%new13F-HRTimeline
Prospera Financial Services Inc4,700$226K<0.01%-14713F-HRTimeline
Hamrick Investment Counsel, llc4,700$226K0.13%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,688$225K0.02%+27013F-HRTimeline
Richard W. Paul & Associates, LLC4,675$225K0.08%+65613F-HRTimeline
Embree Financial Group4,644$223K0.03%-7,83513F-HRTimeline
Alteri Wealth LLC4,639$223K0.07%-25,78913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,633$223K0.06%+31313F-HRTimeline
HEADINVEST, LLC4,631$223K0.05%new13F-HRTimeline
New England Private Wealth Advisors LLC4,624$222K0.03%+1813F-HRTimeline
Portfolio Resources Advisor Group, Inc.4,560$219K0.22%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,508$217K0.07%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,507$217K<0.01%+27413F-HRTimelineGroup
Signet Private Wealth LLC4,487$216K0.21%-2,38813F-HRTimeline
Pine Valley Investments Ltd Liability Co4,455$214K0.01%-14413F-HRTimeline
Shared Vision Wealth Group LLC4,451$214K0.09%-1,65113F-HRTimeline
Stockman Wealth Management, Inc.4,440$213K0.02%+15113F-HRTimeline
Silver Grove Financial Group, Inc.4,434$213K0.17%-16513F-HRTimeline
Capital Planning LLC4,412$212K0.07%-98413F-HRTimeline
Second Line Capital, LLC4,410$212K0.04%013F-HRTimeline
IFC & Insurance Marketing, Inc.4,347$209K0.22%+2,02613F-HRTimeline
Yoffe Investment Management, LLC4,328$208K0.27%013F-HRTimeline
Peak Retirement Planning, Inc.4,307$207K0.04%new13F-HRTimeline
Versant Capital Management, Inc4,304$207K0.02%013F-HRTimeline
Clientfirst Wealth Management, LLC4,201$202K0.17%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,195$202K0.02%-8613F-HRTimeline
Sound Income Strategies, LLC4,145$199K0.01%-7,30313F-HRTimeline
Plante Moran Financial Advisors, LLC4,112$198K0.01%+3,85313F-HRTimeline
Kilter Group LLC4,013$193K0.08%+3,47813F-HRTimeline
Smithfield Trust Co4,002$192K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,011$192K<0.01%-16413F-HRTimeline
Holos Integrated Wealth LLC3,972$190K0.1%-1,48713F-HRTimeline
LFA - Lugano Financial Advisors SA3,910$187K0.1%+39713F-HRTimeline
CENTRAL TRUST Co3,667$176K<0.01%-2,98613F-HRTimeline
Cherry Tree Wealth Management, LLC3,305$159K0.03%013F-HRTimeline
Murphy & Mullick Capital Management Corp3,268$157K0.12%-1,58613F-HRTimeline
Lloyd Advisory Services, LLC.3,224$155K0.04%+2,69813F-HRTimeline
Kingdom Financial Group LLC.3,224$155K0.04%+63613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,104$149K0.01%-2,06213F-HRTimeline
S.A. Mason LLC2,971$143K0.05%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,900$139K0.03%+2,07913F-HRTimeline
PRIVATE TRUST CO NA2,863$138K0.01%+22213F-HRTimeline
Capital Advisor Network LLC2,636$127K0.18%13F-HR/ATimeline
Wilmington Savings Fund Society, FSB2,585$124K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC2,569$123K0.03%+46513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,564$123K0.06%+47413F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC2,533$122K0.03%new13F-HRTimeline
Aventura Private Wealth, LLC2,487$120K0.04%+67413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,368$114K0.01%+7513F-HRTimeline
WELLINGTON-ALTUS USA INC.2,274$110K0.06%+80913F-HRTimeline
Investment Research & Advisory Group, I…2,220$107K0.04%+18513F-HRTimeline
Imprint Wealth LLC1,941$93.3K0.43%+73513F-HRTimeline
WEBSTER BANK, N. A.1,908$91.7K0.01%013F-HRTimeline
Arkos Global Advisors1,772$85K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,667$80.1K0.07%+8713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,666$80.1K<0.01%-29813F-HRTimelineGroup
SIMPLEX TRADING, LLC1,654$79.5K<0.01%new13F-HRTimeline
Go Invest LLC1,602$77K0.02%+7313F-HRTimeline
SOA Wealth Advisors, LLC.1,552$74.6K0.01%+613F-HRTimeline
Smallwood Wealth Investment Management,…1,533$73.7K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,516$72.8K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,508$72.4K<0.01%-2,29613F-HRTimeline
Blue Trust, Inc.1,502$72.2K<0.01%-98313F-HRTimeline
Financial Management Professionals, Inc.1,471$70.7K0.01%013F-HRTimeline
USA FINANCIAL FORMULAS1,471$70.7K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,462$70.2K0.01%-1313F-HRTimeline
KM Capital Management Ltd.1,447$69.3K0.05%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,402$67.4K<0.01%-6813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,371$66K<0.01%+1,07713F-HRTimelineGroup
Community Bank, N.A.1,362$65.4K0.01%-71213F-HRTimeline
Signature Equity Partners, LLC1,333$64.1K0.03%-14513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,252$60.2K<0.01%-75113F-HRTimelineGroup
Crews Bank & Trust1,228$59K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC1,222$58.7K0.05%-28013F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,207$58K0.01%+713F-HRTimeline
Delos Wealth Advisors, LLC1,167$56.1K0.03%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,105$53.1K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,095$52.6K0.04%+6413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,066$51.2K<0.01%new13F-HRTimelineGroup
Darwin Wealth Management, LLC1,059$50.9K0.02%-59113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,022$49.1K0.03%+41313F-HRTimeline
True Link Financial Advisors, LLC993$47.7K<0.01%-3,93113F-HR/ATimeline
PROTECTIVE LIFE CORP950$45.6K0.15%new13F-HRTimeline
Vision Retirement, LLC914$43.9K0.01%new13F-HRTimeline
Investors Research Corp909$43.7K0.01%013F-HRTimeline
Key Capital Management, INC898$43.1K0.03%+22513F-HRTimeline
Fortis Group Advisors, LLC878$42.2K0.01%013F-HRTimeline
Golden State Wealth Management, LLC864$41.5K<0.01%-14813F-HRTimeline
IFG Advisory, LLC841$40.4K0.12%-12,16413F-HRTimeline
HFM Investment Advisors, LLC819$39.3K0.02%+11113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC817$39.3K<0.01%new13F-HR/ATimeline
Main Street Group, LTD795$38.2K0.01%new13F-HRTimeline
Dunhill Financial, LLC751$36.1K0.01%new13F-HRTimeline
Kozak & Associates, Inc.684$32.9K0.01%013F-HRTimeline
Parkside Financial Bank & Trust683$32.8K<0.01%-81013F-HRTimeline
Innovative Asset Advisors Group, LLC682$32.8K0.02%13F-HRTimeline
Pacifica Partners Inc.676$32.5K0.01%013F-HRTimeline