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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

925 managers (934 13F filers) reported a position in BNDX shares at 2025-03-31, 731,412,870 shares in all. 94 filers opened a position and 86 filers sold out during the quarter.

Managers
925
13F filers
934
New
94
Added
418
Reduced
333
Sold out
86
Shares held by filers
731,412,870

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO230,516,945$11.3B0.86%-1,864,41713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/125,747,611$6.14B0.55%+7,048,96013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding70,067,980$3.42B-613,557Timeline
VANGUARD GROUP INCin group VANGUARD GROUP INC63,365,266$3.09B0.06%+3,501,40213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV24,470,734$1.19B2.74%+2,997,54913F-HRTimeline
Betterment LLC18,361,230$896M2.13%-2,580,84413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,838,788$480M0.62%+206,19713F-HR/ATimelineGroup
LPL Financial LLC9,309,943$455M0.18%-80,54713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,891,363$385M0.09%-884,41113F-HR/ATimelineGroup
Empower Advisory Group, LLC7,047,977$344M1.12%+456,46513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,050,359$295M2.5%+470,37213F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,579,467$272M0.75%+135,85213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.5,300,708$259M0.09%+2,829,06013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,523,869$221M0.04%-165,45913F-HRTimelineGroup
Cetera Investment Advisers4,231,180$207M0.4%+399,61213F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP4,128,745$202M6.49%+5,45113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,745,324$183M0.01%+848,36313F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,637,714$129M0.43%-855,65313F-HRTimeline
Ally Invest Advisors Inc.2,014,015$98.3M8.42%+66,17113F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding1,798,351$87.7M-185,910Timeline
Apella Capital, LLC1,719,141$83.8M2.88%-467,82813F-HRTimeline
Janney Montgomery Scott LLC1,673,687$81.7M0.23%-3,55913F-HRTimeline
&PARTNERS1,655,635$81.3M0.86%+613,59413F-HRTimeline
Sensible Financial Planning & Managemen…1,561,206$76.2M15.21%+52,87613F-HRTimeline
MML INVESTORS SERVICES, LLC1,511,505$73.8M0.25%+89,90113F-HRTimeline
P/E Global LLC1,430,852$69.9M15.81%+76,39413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,321,033$64.5M0.26%-125,04213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC1,265,818$61.8M0.72%+26,42313F-HRTimeline
Hardy Reed LLC1,210,857$59.1M5.21%+63,38013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,188,325$58M0.13%-613,10513F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…1,111,260$54.3M0.55%+48,87813F-HRTimelineGroup
Symmetry Partners, LLC1,084,484$52.9M7.36%+42,66213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,076,279$52.5M0.01%-553,80013F-HRTimelineGroup
Atria Wealth Solutions, Inc.1,055,097$51.5M0.62%-23,96013F-HRTimeline
Capstone Financial Advisors, Inc.1,052,090$51.4M3.22%+18,41713F-HRTimeline
COUNTRY TRUST BANK1,046,994$51.1M1.29%+52,92313F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,027,101$50.3M0.01%-152,21813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,023,334$50M0.07%+6,75013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC989,548$48.3M0.07%+226,48513F-HRTimeline
Partners in Financial Planning972,076$47.5M9.54%+31,95013F-HRTimeline
Pure Financial Advisors, LLC969,890$47.4M0.99%+6,14613F-HRTimeline
Retirement Investment Advisors, Inc.866,556$42.3M4.28%+66,00513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC856,423$41.8M0.02%+159,28013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV855,426$41.8M11.19%+32,90513F-HRTimeline
Vestmark Advisory Solutions, Inc.846,410$41.3M1.06%-71,23113F-HRTimeline
PDS Planning, Inc841,657$41.1M3.46%-31,58213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP802,839$39.2M0.06%+655,26113F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.767,664$37.5M0.66%+220,67013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
1832 Asset Management L.P.700,154$34.2M0.07%+6,53413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP696,314$34M0.05%+56,22613F-HRTimelineGroup
NewEdge Advisors, LLC694,558$33.9M0.2%-5,69813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC660,457$32.2M0.02%-32,90013F-HRTimelineGroup
Efficient Advisors, LLC650,661$31.8M2.07%+9,38913F-HR/ATimeline
Valmark Advisers, Inc.647,219$31.6M0.48%+27,45613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC643,789$31.4M0.94%+1,89913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…626,325$30.6M0.03%+185,55913F-HRTimelineGroup
CX Institutional615,639$30.1M1.13%-34,62113F-HRTimeline
Marotta Asset Management593,206$29.8M5.86%+7,86913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC606,789$29.6M2.29%+16,73213F-HRTimeline
Orion Porfolio Solutions, LLC598,507$29.2M0.29%+102,00013F-HRTimeline
Orion Portfolio Solutions, LLC598,507$29.2M0.29%+102,00013F-HR/ATimeline
Avion Wealth591,893$29M7.45%+45213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC28,603,121$28.7M0.72%+1,002,11513F-HRTimeline
Sequoia Financial Advisors, LLC587,231$28.7M0.22%-347,81313F-HRTimeline
UBS Group AGin group UBS Group AG579,380$28.3M0.01%-123,17513F-HRTimelineGroup
True Link Financial Advisors, LLC573,768$28M2.09%+74,74113F-HRTimeline
Clark Asset Management, LLC557,748$27.2M4.57%+47,90713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP546,255$26.7M0.03%+31,27413F-HRTimelineGroup
MilWealth Group LLC537,184$26.2M7.22%+10,19813F-HRTimeline
Human Investing LLC523,725$25.6M4.5%+29,55813F-HRTimeline
Wedmont Private Capital514,152$25.1M1.29%+32,19113F-HRTimeline
BURRUS FINANCIAL SERVICES, INC.501,418$24.5M12.45%+2,40713F-HRTimeline
Full Sail Capital, LLC484,671$23.7M1.53%+17,07213F-HRTimeline
Silver Oak Advisory Group, Inc.460,583$22.5M11.94%+59713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…457,399$22.3M3.79%-416,59213F-HRTimeline
Hassell Wealth Management, LLC453,203$22.2M9.49%+29,70613F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding431,560$21.1M-30,660Timeline
Evolution Advisers, Inc.432,160$21M11.05%+12,62113F-HRTimeline
Cranbrook Wealth Management, LLC423,169$20.7M4.8%-8,65613F-HRTimeline
Avior Wealth Management, LLC420,312$20.5M0.78%+13,00113F-HRTimeline
GeoWealth Management, LLC418,569$20.4M0.82%-83,28213F-HRTimeline
Discipline Wealth Solutions, LLC401,087$19.6M9.35%-8,89413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC400,593$19.6M4.54%+22,44813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/397,634$19.4M0.01%+14,43413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding392,829$19.2M+50,947Timeline
Mariner, LLCin group Mariner, LLC392,416$19.2M0.03%-7,23113F-HRTimelineGroup
Geneos Wealth Management Inc.390,301$19.1M0.28%+292,42713F-HRTimeline
Rappaport Reiches Capital Management, L…390,092$19M4.76%+2,73913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.387,655$18.9M<0.01%-59,04313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…382,985$18.7M0.04%+24,78113F-HRTimeline
Total Wealth Planning, LLC380,117$18.6M2.84%+9,70213F-HRTimeline
Financial Advisors Network, Inc.378,254$18.5M3.06%+46,87213F-HRTimeline
Wiser Wealth Management, Inc375,519$18.3M5.14%-6,66613F-HRTimeline
CWM, LLCin group CWM, LLC375,209$18.3M0.07%+342,63013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC374,806$18.3M<0.01%-10,28013F-HR/ATimelineGroup
Atria Investments, Inc374,411$18.3M0.23%+23,41013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…369,124$18M0.99%+6,38413F-HRTimelineGroup
Flagstone Financial Management365,619$17.8M5.75%+19,50413F-HRTimeline
Horizon Investments, LLC359,111$17.5M0.52%-2,58213F-HRTimeline
Cable Hill Partners, LLC346,225$17.2M1.67%+14,11313F-HRTimeline
First Horizon Advisors, Inc.349,564$17.1M0.48%-30,65113F-HRTimeline
FIL Ltdin group FIL Ltd337,566$16.5M0.02%+32,73913F-HRTimelineGroup
Refined Wealth Management334,233$16.3M13.35%-39,22413F-HRTimeline
HighTower Advisors, LLC331,888$16.2M0.02%+134,30613F-HRTimeline
Luminvest Wealth Management LLC329,222$16.1M6.62%+2,01313F-HRTimeline
Waterford Advisors, LLC327,908$16M6.64%new13F-HRTimeline
Parker Financial LLC318,556$15.6M7.48%+15,55513F-HRTimeline
Grove Street Fiduciary, LLC317,286$15.5M7.85%+6,59713F-HRTimeline
SigFig Wealth Management, LLC300,194$14.7M0.53%+1,55313F-HRTimeline
Creative Planningin group Creative Planning295,779$14.4M0.01%+38,01113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP294,501$14.4M0.01%+46,68113F-HR/ATimelineGroup
Summit Wealth Group, LLC292,934$14.3M4.18%-11,90413F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC291,636$14.2M0.02%+18013F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC290,720$14.2M0.17%-26213F-HRTimelineGroup
ADE, LLC288,168$14.1M8.1%+4,17013F-HRTimeline
RMR Wealth Builders288,164$14.1M1.48%+25,87713F-HRTimeline
Northwest & Ethical Investments L.P.287,340$14M0.38%013F-HRTimeline
Lifeworks Advisors, LLC287,320$14M2.33%+29,00913F-HRTimeline
Bay Harbor Wealth Management, LLC286,743$14M4.43%+8,70313F-HRTimeline
ShankerValleau Wealth Advisors, Inc.284,785$13.9M4.52%+11,02413F-HRTimeline
Financial Architects, LLC284,150$13.9M8.85%+1,86513F-HRTimeline
Ballentine Capital Advisors, Inc282,362$13.8M6.99%+16,97113F-HRTimeline
Blue Barn Wealth, LLC281,381$13.7M7.17%+20,41813F-HRTimeline
Prospera Capital Management, LLC280,570$13.7M8.82%+21,62013F-HR/ATimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson262,849$12.8M0.01%+18813F-HRTimelineGroup
Rinkey Investments262,133$12.8M4.05%+44,96513F-HRTimeline
ATMOS ADVISORY, LLC256,161$12.5M8.39%+35,62513F-HRTimeline
COMERICA BANK256,061$12.5M0.05%+17,86513F-HRTimeline
Net Worth Advisory Group255,321$12.5M3.92%+1,74313F-HRTimeline
Cambridge Advisors Inc.251,847$12.3M2.69%-1813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS250,831$12.2M0.01%-177,81113F-HRTimelineGroup
Tenret Co LLC247,606$12.1M7.33%+13,31613F-HRTimeline
Silver Coast Investments LLC244,879$12M4.54%+2,08113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC243,878$11.9M0.07%+1,05013F-HRTimelineGroup
Weitzel Financial Services, Inc.238,958$11.7M5.58%-40,44713F-HRTimeline
Vawter Financial, Ltd.239,794$11.7M6.56%+24,65613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…236,808$11.6M0.87%+14,69313F-HRTimeline
Dynamic Advisor Solutions LLC229,820$11.2M0.37%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC229,801$11.2M6.03%-74913F-HRTimeline
Breakwater Investment Management223,837$10.9M4.67%-9,52813F-HRTimeline
Aspire Private Capital, LLC218,684$10.7M2.65%-12,87813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …218,035$10.6M0.84%+8,90913F-HRTimeline
RFG Advisory, LLC214,224$10.5M0.28%+11,67413F-HRTimeline
Trust Co205,301$10M1.19%+17,00813F-HRTimeline
Golden Bell Financial Planning LLC203,826$9.95M9.67%+1,89613F-HRTimeline
Strategic Investment Advisors / MI202,911$9.91M1.05%-1,02113F-HRTimeline
BFSG, LLC202,015$9.86M1.2%+12,19713F-HRTimeline
Mutual Advisors, LLC197,572$9.76M0.28%-8613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management199,750$9.75M0.14%+7,51413F-HRTimelineGroup
Sovereign Financial Group, Inc.199,340$9.73M2.24%+20,54213F-HRTimeline
Estate Counselors, LLC198,565$9.69M1%+191,70013F-HRTimeline
Addison Advisors LLC194,771$9.51M2.59%+8,98613F-HRTimeline
Topel & Distasi Wealth Management, LLC194,235$9.48M4.43%-6,75113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP193,897$9.47M0.01%+120,44113F-HRTimelineGroup
FC Advisory LLC193,233$9.43M3.19%+1,69513F-HRTimeline
Brooklyn FI, LLC191,912$9.39M2.9%+14,75513F-HRTimeline
BIP Alliance, LLC190,822$9.32M3.94%+12,55913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.190,557$9.3M2.99%+13,19813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…190,445$9.3M0.95%+11,51113F-HRTimelineGroup
Aletheian Wealth Advisors LLC190,053$9.28M5.22%+4,86213F-HRTimeline
Farther Finance Advisors, LLC187,715$9.17M0.23%+138,93613F-HRTimeline
Sigma Planning Corp183,555$8.96M0.29%+16,57113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…182,971$8.93M0.16%-23,45813F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC180,650$8.82M1.97%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.174,989$8.54M0.05%-3,41813F-HRTimeline
Arcadia Wealth Management, LLC171,625$8.38M4.14%+9,49213F-HRTimeline
COOPER/HAIMS ADVISORS, LLC167,913$8.2M4.44%+1,91813F-HRTimeline
W.H. Cornerstone Investments Inc.167,342$8.17M5.65%+4,61913F-HRTimeline
Columbia River Financial Group, LLC164,194$8.02M5.36%+8,38513F-HRTimeline
Topsail Wealth Management, LLC163,257$7.97M1.62%+33,89713F-HRTimeline
Morton Brown Family Wealth, LLC160,770$7.85M2.67%+13,79213F-HRTimeline
Steward Partners Investment Advisory, L…160,372$7.83M0.07%+82913F-HRTimeline
Johnson & White Wealth Management, LLC159,957$7.81M4.38%-11,39513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC158,934$7.76M0.98%+3,13213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC158,127$7.72M0.01%+151,10013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.157,595$7.69M0.23%-17,48513F-HRTimeline
Gould Capital, LLC154,473$7.54M5.27%+4,57013F-HRTimeline
Fairway Wealth LLC153,851$7.51M2.78%+24,73913F-HRTimeline
Forum Private Client Group LLC152,579$7.45M3.23%+37,14613F-HRTimeline
Econ Financial Services Corp149,689$7.31M3.89%+33,19713F-HRTimeline
Leading Edge Financial Planning LLC148,527$7.25M2.27%+9,50113F-HRTimeline
Elevated Capital Advisors, LLC147,478$7.2M2.02%-24,91413F-HRTimeline
Smartleaf Asset Management LLC145,980$7.13M0.69%+15,05413F-HRTimeline
City State Bank145,327$7.09M2.34%+5,51013F-HRTimeline
ABLE Financial Group, LLC143,949$7.03M1.97%+9,81213F-HRTimeline
Modera Wealth Management, LLC143,900$7.03M0.1%-1,21313F-HRTimeline
TrueWealth Financial Partners143,628$7.01M4.23%-41,16113F-HRTimeline
CAMDEN NATIONAL BANK142,887$6.98M1.04%+20,48913F-HRTimeline
Physician Wealth Solutions Inc.142,621$6.96M3.5%-19913F-HRTimeline
Bear Mountain Capital, Inc.139,803$6.91M2.67%+23313F-HRTimeline
AllSquare Wealth Management LLC140,310$6.85M4.07%-6,82413F-HRTimeline
Center For Asset Management LLC140,295$6.85M4.19%+47,65813F-HRTimeline
Omega Financial Group, LLC137,229$6.7M2.57%+5,60813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…134,005$6.69M0.01%-30,59413F-HR/ATimelineGroup
Sanctuary Advisors, LLC132,413$6.46M0.05%-16,57113F-HRTimeline
SEEDS INVESTOR LLC131,199$6.41M1.8%+4,64613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…130,618$6.38M0.16%-11,38713F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.128,405$6.27M0.4%-97113F-HRTimelineGroup
Retirement Wealth Solutions LLC127,360$6.22M5.02%+3,91413F-HRTimeline
First Heartland Consultants, Inc.124,673$6.09M0.63%-9,16713F-HRTimeline