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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
BESSEMER GROUP INCin group BESSEMER GROUP INC294$14K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC288$13.9K<0.01%new13F-HRTimeline
Bogart Wealth, LLC279$13.5K<0.01%-913F-HRTimeline
Strive Financial Group ,LLC271$13.1K0.01%13F-HR/ATimeline
Transce3nd, LLC264$12.8K0.1%013F-HRTimeline
CGC Financial Services, LLC263$12.7K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC259$12.5K<0.01%new13F-HRTimeline
Compass Financial Services Inc241$11.6K0.01%+713F-HRTimeline
Reflection Asset Management230$11.1K0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC226$10.9K<0.01%+113F-HRTimeline
Garner Asset Management Corp200$9.66K<0.01%new13F-HRTimeline
Bangor Savings Bank189$9.13K<0.01%013F-HRTimeline
Millstone Evans Group, LLC188$9.08K0.01%013F-HRTimeline
Eukles Asset Management186$8.99K<0.01%013F-HRTimeline
Advocate Investing Services LLC176$8.5K0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …174$8.41K<0.01%-513F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT168$8.12K<0.01%013F-HRTimeline
Essential Partners LLC167$8.07K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.161$7.82K0.01%13F-HRTimeline
Quarry LP160$7.73K<0.01%new13F-HRTimeline
Fairman Group, LLC159$7.68K0.01%013F-HRTimeline
Front Row Advisors LLC152$7.34K<0.01%013F-HRTimeline
Caldwell Trust Co150$7.25K<0.01%013F-HRTimeline
MCF Advisors LLC148$7.15K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC148$7.15K<0.01%-1413F-HRTimeline
Wiser Advisor Group LLC142$6.86K0.01%+113F-HRTimeline
TFC Financial Management, Inc.141$6.81K<0.01%013F-HRTimeline
HighMark Wealth Management LLC140$6.75K<0.01%+11113F-HRTimeline
Quent Capital, LLC124$5.99K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC111$5.36K<0.01%013F-HRTimeline
Manchester Capital Management LLC105$5.07K<0.01%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$4.83K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC98$4.74K<0.01%-713F-HRTimeline
Signature Resources Capital Management,…96$4.64K<0.01%+6613F-HRTimeline
Global Wealth Strategies & Associates93$4.49K<0.01%+3613F-HRTimeline
Keating Financial Advisory Services, In…86$4.14K<0.01%13F-HRTimeline
Prestige Wealth Management Group LLC82$3.96K<0.01%013F-HRTimeline
Solstein Capital, LLC81$3.91K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC78$3.77K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC74$3.58K<0.01%13F-HRTimeline
Beacon Financial Strategies CORP73$3.53K<0.01%new13F-HRTimeline
Strategic Advocates LLC63$3.05K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC67$3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…60$2.9K<0.01%new13F-HRTimeline
Cornerstone Wealth Partners, LLC60$2.9K<0.01%13F-HRTimeline
Birchwood Financial Partners, Inc.60$2.9K<0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT56$2.71K<0.01%013F-HRTimeline
Clayton Financial Group LLC53$2.56K<0.01%new13F-HRTimeline
Crewe Advisors LLC48$2.32K<0.01%new13F-HRTimeline
Richardson Capital Management LLC29$1.4K<0.01%new13F-HRTimeline
Asset Dedication, LLC28$1.35K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC26$1.26K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.24$1.16K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24$1.16K<0.01%+113F-HRTimelineGroup
MONTAG A & ASSOCIATES INC22$1.06K<0.01%-5,48613F-HRTimeline
Copia Wealth Management21$1.01K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC20$967<0.01%new13F-HRTimeline
MOTCO20$966<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17$821<0.01%-1,93713F-HRTimelineGroup
WINNACLE WEALTH LLC16$784<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC15$725<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC11$532<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.9$435<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.6$290<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$242<0.01%new13F-HRTimelineGroup
Longview Financial Advisors LLC4$194<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc3$145<0.01%013F-HRTimeline
Blume Capital Management, Inc.2$97<0.01%-613F-HRTimeline
Steigerwald, Gordon & Koch Inc.2$97<0.01%013F-HRTimeline
Ares Financial Consulting, LLC2$77<0.01%13F-HRTimeline
Game Plan Financial Advisors, LLC1$48<0.01%new13F-HRTimeline
MASECO LLP1$48<0.01%013F-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.