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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

1,101 managers (1,122 13F filers) reported a position in BNDX shares at 2026-06-30, 943,084,515 shares in all. 89 filers opened a position and 93 filers sold out during the quarter.

Managers
1,101
13F filers
1,122
New
89
Added
575
Reduced
324
Sold out
93
Shares held by filers
943,084,515

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MARYLAND CAPITAL ADVISORS INC.536$26K0.01%13F-HRTimeline
NorthAvenue LLC516$25K0.02%new13F-HRTimeline
SHP Wealth Management511$24.8K<0.01%+50113F-HRTimeline
OAKWORTH CAPITAL, INC.508$24.5K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC501$24.3K<0.01%-413F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST450$21.8K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC432$20.9K0.01%+41313F-HRTimeline
TOP Private Wealth LLC.430$20.8K0.02%13F-HRTimeline
Key Capital Management, INC426$20.6K0.01%-47213F-HRTimeline
Clark Wealth Partners413$20K0.01%013F-HRTimeline
Ankerstar Wealth, LLC400$19.4K0.02%-13013F-HRTimeline
Boreal Capital Management LLC400$19.4K0.01%new13F-HRTimeline
Main Street Group, LTD395$19.1K<0.01%-40013F-HRTimeline
Gunpowder Capital Management, LLC dba O…384$18.6K0.01%013F-HRTimeline
Bernard Wealth Management Corp.380$18.4K0.01%-1313F-HRTimeline
EASTERN BANK366$17.7K<0.01%-2413F-HRTimeline
Kroeger Financial Partners362$17.5K0.02%13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.350$17K<0.01%-813F-HRTimelineGroup
Caitlin John, LLC332$16.1K0.01%013F-HRTimeline
Ellevest, Inc.13,638$15.9K<0.01%new13F-HRTimeline
EFG International AGin group EFG International AG323$15.6K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC317$15.4K<0.01%+3813F-HRTimeline
Independence Bank of Kentucky316$15.3K<0.01%013F-HRTimeline
Harborfront Financial Group LLC315$15.3K0.06%13F-HRTimeline
Kingdom Financial Group LLC.313$15.2K<0.01%-2,91113F-HRTimeline
Activest Wealth Management285$13.8K<0.01%-25213F-HRTimeline
Strive Financial Group ,LLC271$13.1K0.01%013F-HR/ATimeline
Covestor Ltd261$13K0.01%+6513F-HRTimeline
Medallion Wealth Advisors, LLC267$13K<0.01%-21013F-HRTimeline
CGC Financial Services, LLC263$12.7K<0.01%013F-HRTimeline
Transce3nd, LLC264$12.7K0.11%013F-HRTimeline
MASECO LLP252$12.2K<0.01%+25113F-HRTimeline
SIGNATUREFD, LLC238$11.5K<0.01%-35413F-HRTimeline
Wells Financial Advisors INC230$11.1K0.1%-2013F-HRTimeline
Ares Financial Consulting, LLC229$11.1K0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.220$10.7K<0.01%+2413F-HR/ATimeline
TOEWS CORP /ADV220$10.6K<0.01%new13F-HRTimeline
Pacific Center for Financial Services217$10.5K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …206$9.98K<0.01%13F-HRTimelineGroup
Millstone Evans Group, LLC193$9.35K0.01%+513F-HRTimeline
Luminist Capital LLC0$9.35K0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Eukles Asset Management186$9.01K<0.01%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC186$9.01K<0.01%new13F-HRTimelineGroup
Key Financial Inc177$8.57K<0.01%-21813F-HRTimeline
Advocate Investing Services LLC176$8.52K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT168$8.14K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.161$7.8K0.01%013F-HRTimeline
Front Row Advisors LLC152$7.27K<0.01%013F-HRTimeline
Caldwell Trust Co150$7.26K<0.01%-9,77313F-HRTimeline
MCF Advisors LLC148$7.17K<0.01%-44513F-HRTimeline
Beaird Harris Wealth Management, LLC148$7.17K<0.01%013F-HRTimeline
Cordant, Inc.146$7.09K<0.01%new13F-HRTimeline
American Capital Advisory, LLC138$6.68K<0.01%-28913F-HRTimeline
Quent Capital, LLC127$6.15K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.116$5.62K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC113$5.46K0.01%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC111$5.38K<0.01%-1613F-HRTimeline
SITTNER & NELSON, LLC106$5.13K<0.01%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$4.84K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC98$4.73K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC94$4.55K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…86$4.17K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC82$3.97K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC78$3.78K<0.01%-2313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…77$3.73K<0.01%013F-HRTimeline
Timmons Wealth Management, LLC77$3.73K<0.01%+1813F-HRTimeline
Solstein Capital, LLC75$3.63K<0.01%-613F-HRTimeline
Sunrise Financial Services, LLC74$3.58K<0.01%013F-HRTimeline
Talon Private Wealth, LLC70$3.38K<0.01%-8,60213F-HRTimeline
Winthrop Capital Management, LLC67$3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…60$2.9K<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS56$2.71K<0.01%13F-HRTimeline
Timbuktu Capital Management, LLC55$2.66K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.54$2.62K<0.01%+3113F-HRTimeline
Elequin Capital, LP43$2.08K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…42$2.03K<0.01%+1813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC34$1.65K<0.01%013F-HRTimeline
Imprint Wealth LLC32$1.55K0.01%-1,90913F-HRTimeline
Signature Resources Capital Management,…30$1.45K<0.01%013F-HRTimeline
Hara Capital LLC30$1.45K<0.01%-54913F-HRTimeline
Asset Dedication, LLC28$1.36K<0.01%013F-HRTimeline
JPL Wealth Management, LLC24$1.16K<0.01%new13F-HRTimeline
Abound Wealth Management23$1.11K<0.01%-13013F-HRTimeline
Meramec Financial Planners, LLC23$1.1K<0.01%-6013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC27$1K<0.01%-1,34413F-HRTimelineGroup
Quaker Wealth Management, LLC20$969<0.01%013F-HRTimeline
Crewe Advisors LLC17$824<0.01%013F-HRTimeline
Premier Financial Group17$815<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.15$726<0.01%-5,68013F-HRTimeline
Mosley Wealth Management11$534<0.01%013F-HRTimeline
MOTCO11$533<0.01%-58713F-HRTimeline
Wealth Enhancement Trust Services, Inc.9$436<0.01%013F-HR/ATimeline
PlanVest Financial, Inc9$436<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7$340<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC5$243<0.01%new13F-HRTimeline
Longview Financial Advisors LLC4$194<0.01%013F-HRTimeline
Bell Investment Advisors, Inc3$146<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2$97<0.01%013F-HRTimeline
Downshift Financial, LLC2$97<0.01%new13F-HRTimeline
Heritage Wealth Advisors0$5<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.