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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
Fourth Dimension Wealth, LLC664$31.9K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …654$31.4K0.05%new13F-HRTimeline
NFSG Corp623$29.9K<0.01%+213F-HRTimeline
Center for Financial Planning, Inc.610$29.3K<0.01%-713F-HRTimeline
MOTCO598$28.7K<0.01%+57813F-HRTimeline
MCF Advisors LLC593$28.5K<0.01%+44513F-HRTimeline
SIGNATUREFD, LLC592$28.5K<0.01%-1,23613F-HRTimeline
Bangor Savings Bank583$28K<0.01%+39413F-HRTimeline
Hara Capital LLC579$27.8K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC544$26.1K0.01%new13F-HRTimeline
Activest Wealth Management537$25.8K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC530$25.5K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC505$24.3K<0.01%+413F-HRTimeline
Clarity Asset Management, Inc.491$23.6K0.01%013F-HRTimeline
IMA Advisory Services, Inc.486$23.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC477$22.9K0.01%+25113F-HRTimeline
Opal Wealth Advisors, LLC470$22.6K0.01%new13F-HRTimeline
Riverview Trust Co461$22.2K0.03%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST450$21.6K0.01%13F-HRTimeline
American Capital Advisory, LLC427$20.5K0.01%-33013F-HRTimeline
Clark Wealth Partners413$19.8K0.01%013F-HRTimeline
Financial Freedom, LLC399$19.2K0.01%+213F-HRTimeline
Key Financial Inc395$19K<0.01%-1,46213F-HRTimeline
Bernard Wealth Management Corp.393$18.9K0.01%+1313F-HRTimeline
EASTERN BANK390$18.7K<0.01%-4513F-HRTimeline
Gunpowder Capital Management, LLC dba O…384$18.5K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.358$17.2K0.01%-713F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC357$17.2K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC350$16.8K<0.01%-26913F-HRTimeline
Caitlin John, LLC332$16K0.01%013F-HRTimeline
EFG International AGin group EFG International AG323$15.5K<0.01%new13F-HRTimelineGroup
Independence Bank of Kentucky316$15.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.302$14.5K<0.01%-68513F-HRTimeline
GAMMA Investing LLC300$14.4K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.282$13.6K0.01%-3513F-HRTimeline
Bogart Wealth, LLC279$13.4K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…273$13.1K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC272$13.1K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC271$13K0.01%013F-HRTimeline
Transce3nd, LLC264$12.7K0.11%013F-HRTimeline
CGC Financial Services, LLC263$12.6K<0.01%013F-HRTimeline
Wells Financial Advisors INC250$12K0.05%new13F-HRTimeline
RETIREMITTEN FINANCIAL LLC247$11.9K0.01%13F-HRTimeline
Greykasell Wealth Strategies, Inc.245$11.8K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC220$10.6K<0.01%new13F-HRTimeline
Pacific Center for Financial Services217$10.4K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.196$9.42K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA193$9.27K0.01%new13F-HRTimeline
Millstone Evans Group, LLC188$9.03K0.01%013F-HRTimeline
Covestor Ltd196$9K0.01%new13F-HRTimeline
Eukles Asset Management186$8.94K<0.01%013F-HRTimeline
Advocate Investing Services LLC176$8.46K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …174$8.36K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT168$8.07K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.162$7.77K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.161$7.74K0.01%013F-HRTimeline
Abound Wealth Management153$7.35K<0.01%new13F-HRTimeline
Front Row Advisors LLC152$7.3K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC148$7.11K<0.01%013F-HRTimeline
Hickory Point Bank & Trust144$6.92K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.141$6.78K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC127$6.11K<0.01%+1613F-HRTimeline
Quent Capital, LLC127$6.1K<0.01%+313F-HRTimeline
Wiser Advisor Group LLC112$5.39K0.01%-3013F-HRTimeline
Glen Eagle Advisors, LLC101$4.85K<0.01%+2313F-HRTimeline
Synergy Investment Management, LLC100$4.81K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC98$4.7K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS96$4.61K<0.01%-268,06213F-HRTimelineGroup
Keating Financial Advisory Services, In…86$4.13K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC83$4.01K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC82$3.94K<0.01%013F-HRTimeline
Solstein Capital, LLC81$3.89K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…77$3.7K<0.01%new13F-HRTimeline
Sunrise Financial Services, LLC74$3.56K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…68$3.27K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT64$3.08K<0.01%+813F-HRTimeline
Winthrop Capital Management, LLC67$3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…60$2.88K<0.01%013F-HRTimeline
Timmons Wealth Management, LLC59$2.83K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC53$2.55K<0.01%new13F-HRTimeline
Clayton Financial Group LLC53$2.55K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.50$2.4K<0.01%new13F-HRTimeline
Elequin Capital, LP43$2.07K<0.01%-11,39613F-HRTimeline
Tidemark, LLC40$1.92K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates37$1.78K<0.01%-5613F-HRTimeline
Cassaday & Co Wealth Management LLC34$1.63K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…30$1.44K<0.01%-6613F-HRTimeline
Richardson Capital Management LLC29$1.39K<0.01%013F-HRTimeline
Asset Dedication, LLC28$1.35K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…24$1.15K<0.01%+1913F-HRTimelineGroup
Merkkuri Wealth Advisors LLC24$1.15K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.23$1.11K<0.01%+1713F-HRTimeline
MONTAG A & ASSOCIATES INC22$1.06K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC20$961<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC19$913<0.01%new13F-HRTimeline
Crewe Advisors LLC17$817<0.01%-3113F-HRTimeline
Copia Wealth Management15$721<0.01%-613F-HRTimeline
Financial Life Planners13$621<0.01%new13F-HRTimeline
Mosley Wealth Management11$545<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC10$481<0.01%new13F-HRTimeline
SHP Wealth Management10$480<0.01%-1,60213F-HRTimeline
Wealth Enhancement Trust Services, Inc.9$432<0.01%013F-HRTimeline
PlanVest Financial, Inc9$432<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7$337<0.01%-1,08113F-HRTimeline
Longview Financial Advisors LLC4$193<0.01%013F-HRTimeline
Bell Investment Advisors, Inc3$145<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2$96<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1$49<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.