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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

979 managers (990 13F filers) reported a position in BNDX shares at 2025-06-30, 777,369,357 shares in all. 117 filers opened a position and 73 filers sold out during the quarter.

Managers
979
13F filers
990
New
117
Added
472
Reduced
300
Sold out
73
Shares held by filers
777,369,357

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO242,242,270$12B0.82%+11,725,32513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/126,881,852$6.28B0.51%+1,134,24113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding71,029,213$3.52B+961,233Timeline
VANGUARD GROUP INCin group VANGUARD GROUP INC69,168,144$3.42B0.06%+5,802,87813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV26,149,010$1.29B2.91%+1,678,27613F-HRTimeline
Betterment LLC17,523,971$868M1.85%-837,25913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO10,194,717$505M0.59%+355,92913F-HRTimelineGroup
LPL Financial LLC10,140,088$502M0.17%+830,14513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,134,348$403M0.08%+242,98513F-HR/ATimelineGroup
Empower Advisory Group, LLC7,343,917$364M1.09%+295,94013F-HRTimeline
ALLIANCEBERNSTEIN L.P.7,253,882$359M0.12%+1,953,17413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,733,245$333M2.4%+682,88613F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,742,153$284M0.67%+162,68613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,727,291$234M0.04%+203,42213F-HRTimelineGroup
Cetera Investment Advisers4,514,193$223M0.38%+283,01313F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP4,099,678$203M6.16%-29,06713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,891,902$193M0.01%+146,57813F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,641,442$131M0.4%+3,72813F-HRTimeline
Venturi Wealth Management, LLC2,571,741$127M6.29%+2,564,66113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,447,972$121M0.03%+1,420,87113F-HRTimelineGroup
&PARTNERS2,362,294$117M0.9%+706,65913F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…2,147,552$106M0.96%+1,036,29213F-HRTimelineGroup
Ally Invest Advisors Inc.2,063,311$102M7.96%+49,29613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,007,061$99.4M0.26%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,862,622$92.2M1.33%+1,016,21213F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding1,813,968$89.7M+15,617Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,792,541$88.6M0.16%+604,21613F-HR/ATimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,784,939$88.4M0.31%+463,90613F-HRTimelineGroup
Janney Montgomery Scott LLC1,696,212$84M0.22%+22,52513F-HRTimeline
Sensible Financial Planning & Managemen…1,605,019$79.5M15.09%+43,81313F-HRTimeline
P/E Global LLC1,518,013$75.2M15.63%+87,16113F-HRTimeline
MML INVESTORS SERVICES, LLC1,517,783$75.1M0.22%+6,27813F-HRTimeline
Apella Capital, LLC1,413,879$69.7M1.89%-305,26213F-HRTimeline
Hardy Reed LLC1,236,615$61.2M4.91%+25,75813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,231,025$60.9M0.02%+374,60213F-HRTimelineGroup
Symmetry Partners, LLC1,222,395$60.5M7.45%+137,91113F-HRTimeline
Prime Capital Investment Advisors, LLC1,218,267$60.3M0.8%-47,55113F-HRTimeline
Horizon Investments, LLC1,203,898$59.4M0.94%+844,78713F-HRTimeline
CX Institutional1,163,511$57.6M2.01%+547,87213F-HR/ATimeline
OneDigital Investment Advisors LLC1,107,322$54.8M0.61%+1,020,34413F-HRTimeline
Capstone Financial Advisors, Inc.1,050,398$52M3.01%-1,69213F-HRTimeline
COUNTRY TRUST BANK1,048,041$51.9M1.16%+1,04713F-HRTimeline
Partners in Financial Planning1,020,401$50.5M9.32%+48,32513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,014,147$50.2M0.06%-9,18713F-HRTimelineGroup
Pure Financial Advisors, LLC989,643$49M0.86%+19,75313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC985,436$48.8M1.28%+341,64713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN955,339$47.3M0.01%-120,94013F-HRTimelineGroup
Retirement Investment Advisors, Inc.917,482$45.4M4.09%+50,92613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC908,073$45M0.06%-81,47513F-HRTimeline
PDS Planning, Inc894,660$44.3M3.3%+53,00313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV873,521$43.2M9.4%+18,09513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP796,712$39.4M0.06%+100,39813F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC777,344$38.5M6.34%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC771,156$38.2M0.03%+110,69913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP750,642$37.2M0.05%-52,19713F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP730,679$36.2M<0.01%+718,06813F-HRTimelineGroup
1832 Asset Management L.P.719,342$35.6M0.06%+19,18813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.716,306$35.5M0.57%-51,35813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG711,434$35.2M0.01%+132,05413F-HRTimelineGroup
NewEdge Advisors, LLC689,338$34.1M0.18%-5,22013F-HRTimeline
Valmark Advisers, Inc.657,216$32.5M0.45%+9,99713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…654,539$32.4M0.02%+28,21413F-HRTimelineGroup
Efficient Advisors, LLC649,572$32.2M1.92%-1,08913F-HRTimeline
Avion Wealth635,447$31.5M7.17%+43,55413F-HR/ATimeline
Orion Porfolio Solutions, LLC611,633$30.3M0.26%+13,12613F-HR/ATimeline
Clark Asset Management, LLC609,721$30.2M4.11%+51,97313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC606,529$30M2.18%-26013F-HRTimeline
True Link Financial Advisors, LLC588,571$29.1M2.01%+14,80313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC28,603,475$28.7M0.62%+35413F-HRTimeline
Marotta Asset Management574,702$28.5M5.71%-18,50413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP561,114$27.8M0.03%+14,85913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC559,200$27.7M0.04%new13F-HRTimeline
Northwest & Ethical Investments L.P.555,110$27.5M0.68%+267,77013F-HRTimeline
Human Investing LLC545,326$27M4.25%+21,60113F-HRTimeline
MilWealth Group LLC537,292$26.6M6.85%+10813F-HRTimeline
Wedmont Private Capital529,679$26.1M1.11%+15,52713F-HRTimeline
Trek Financial, LLC522,448$25.9M1.73%+422,81313F-HRTimeline
Full Sail Capital, LLC516,297$25.6M1.48%+31,62613F-HRTimeline
Financiere des Professionnels - Fonds d…508,000$25.2M1.52%new13F-HR/ATimeline
BURRUS FINANCIAL SERVICES, INC.507,916$25.1M12.03%+6,49813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC496,979$24.6M0.02%+389,22113F-HRTimelineGroup
Hassell Wealth Management, LLC486,359$23.9M8.75%+33,15613F-HRTimeline
Silver Oak Advisory Group, Inc.474,856$23.5M11.39%+14,27313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC458,440$22.7M0.88%+360,19213F-HRTimelineGroup
Evolution Advisers, Inc.443,873$22M10.77%+11,71313F-HRTimeline
Burton Enright Welch441,911$21.9M3.79%new13F-HRTimeline
Discipline Wealth Solutions, LLC441,039$21.8M8.36%+39,95213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding436,926$21.6M+44,097Timeline
Avior Wealth Management, LLC426,946$21.1M0.73%+6,63413F-HRTimeline
CWM, LLCin group CWM, LLC424,200$21M0.07%+48,99113F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC418,438$20.6M4.27%+17,84513F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding413,498$20.5M-18,062Timeline
Cranbrook Wealth Management, LLC410,836$20.3M4.34%-12,33313F-HRTimeline
Atria Investments, Inc410,259$20.3M0.24%+35,84813F-HRTimeline
GeoWealth Management, LLC409,064$20.3M0.79%-9,50513F-HRTimeline
Wiser Wealth Management, Inc398,643$19.7M4.94%+23,12413F-HRTimeline
Flagstone Financial Management395,760$19.6M5.62%+30,14113F-HRTimeline
Sanctuary Advisors, LLC395,568$19.6M0.12%+263,15513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/394,431$19.5M0.01%-3,20313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC392,869$19.4M0.03%+45313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.387,347$19.2M<0.01%-30813F-HRTimelineGroup
Total Wealth Planning, LLC384,067$19M2.4%+3,95013F-HRTimeline
Vise Technologies, Inc.381,715$18.9M0.78%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…376,548$18.6M3.04%-80,85113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…373,805$18.5M0.84%+4,68113F-HRTimelineGroup
FIL Ltdin group FIL Ltd373,312$18.5M0.02%+35,74613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …373,081$18.5M1.21%+155,04613F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…368,666$18.2M0.03%-14,31913F-HRTimeline
First Horizon Advisors, Inc.361,313$17.9M0.46%+11,74913F-HRTimeline
Financial Advisors Network, Inc.355,901$17.6M2.66%-22,35313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC355,025$17.6M0.29%+351,88713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP354,158$17.5M0.01%+59,65713F-HRTimelineGroup
Luminvest Wealth Management LLC341,459$16.9M6.06%+12,23713F-HRTimeline
Waterford Advisors, LLC2,671$16.6M6.68%-325,23713F-HRTimeline
Refined Wealth Management335,394$16.6M11.41%+1,16113F-HRTimeline
Parker Financial LLC332,773$16.5M7.12%+14,21713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC314,450$15.6M0.03%+212,15813F-HRTimelineGroup
Grove Street Fiduciary, LLC314,144$15.6M7.5%-3,14213F-HRTimeline
Lifeworks Advisors, LLC312,881$15.5M2.31%+25,56113F-HRTimeline
RMR Wealth Builders312,452$15.5M1.41%+24,28813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC307,462$15.2M<0.01%-67,34413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC299,130$14.8M0.14%+8,41013F-HRTimelineGroup
Prospera Capital Management, LLC297,855$14.7M8.15%+17,28513F-HR/ATimeline
Summit Wealth Group, LLC297,240$14.7M3.78%+4,30613F-HRTimeline
Creative Planningin group Creative Planning289,663$14.3M0.01%-6,11613F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.289,365$14.3M4.09%+4,58013F-HRTimeline
Financial Architects, LLC288,555$14.3M8.68%+4,40513F-HRTimeline
ADE, LLC284,142$14.1M7.48%-4,02613F-HRTimeline
Blue Barn Wealth, LLC281,694$14M6.61%+31313F-HRTimeline
Ballentine Capital Advisors, Inc282,195$14M6.62%-16713F-HRTimeline
Bay Harbor Wealth Management, LLC281,582$13.9M4.04%-5,16113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC279,295$13.8M0.01%-12,34113F-HRTimelineGroup
HighTower Advisors, LLC277,854$13.8M0.02%-54,03413F-HRTimeline
Net Worth Advisory Group274,486$13.6M3.01%+19,16513F-HRTimeline
Rinkey Investments267,625$13.3M3.98%+5,49213F-HRTimeline
ATMOS ADVISORY, LLC266,147$13.2M8.4%+9,98613F-HRTimeline
SigFig Wealth Management, LLC265,554$13.1M0.43%-34,64013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson262,849$13M0.01%013F-HRTimelineGroup
Tenret Co LLC262,614$13M7.09%+15,00813F-HRTimeline
Cambridge Advisors Inc.248,675$12.3M2.57%-3,17213F-HRTimeline
Silver Coast Investments LLC245,766$12.2M4.42%+88713F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC242,463$12M0.07%-1,41513F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…241,640$12M0.83%+4,83213F-HRTimeline
Weitzel Financial Services, Inc.241,947$11.9M5.06%+2,98913F-HRTimeline
Wealthspire Retirement, LLC235,594$11.7M0.77%+216,02013F-HRTimeline
Dynamic Advisor Solutions LLC235,286$11.6M0.36%+5,46613F-HRTimeline
Breakwater Investment Management232,895$11.5M4.46%+9,05813F-HRTimeline
Sequoia Financial Advisors, LLC230,047$11.4M0.08%-357,18413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management229,254$11.4M0.15%+29,50413F-HRTimelineGroup
COMERICA BANK224,959$11.1M0.04%-31,10213F-HRTimeline
NWAM LLC221,153$10.9M0.64%+96,92113F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS218,775$10.8M0.01%-32,05613F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC218,726$10.8M5.6%-11,07513F-HRTimeline
Atria Wealth Solutions, Inc.217,272$10.8M0.24%-837,82513F-HRTimeline
Mutual Advisors, LLC218,111$10.7M0.27%+20,53913F-HRTimeline
Goldstein Advisors, LLC216,808$10.7M1.44%new13F-HRTimeline
Brooklyn FI, LLC212,473$10.5M2.7%+20,56113F-HRTimeline
Sovereign Financial Group, Inc.210,665$10.4M2.15%+11,32513F-HRTimeline
BFSG, LLC208,411$10.3M1.15%+6,39613F-HRTimeline
Farther Finance Advisors, LLC207,905$10.3M0.21%+20,19013F-HRTimeline
Aspire Private Capital, LLC204,846$10.1M2.36%-13,83813F-HRTimeline
EQ WEALTH ADVISORS, LLC202,434$10M6.83%+201,27613F-HRTimeline
Golden Bell Financial Planning LLC202,119$10M9.42%-1,70713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.201,360$9.97M2.95%+10,80313F-HRTimeline
Aletheian Wealth Advisors LLC200,915$9.95M4.89%+10,86213F-HRTimeline
Perigon Wealth Management, LLC200,339$9.92M0.23%+136,43013F-HRTimeline
Addison Advisors LLC200,326$9.92M2.48%+5,55513F-HRTimeline
Trust Co195,836$9.7M1.09%-9,46513F-HRTimeline
FC Advisory LLC194,103$9.61M2.97%+87013F-HRTimeline
Strategic Investment Advisors / MI193,848$9.59M0.93%-9,06313F-HRTimeline
ELEVATUS WELATH MANAGEMENT193,427$9.58M3.19%new13F-HRTimeline
Stokes Family Office, LLC192,207$9.52M1%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…191,672$9.49M0.89%+1,22713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…191,140$9.46M0.02%+74,82813F-HR/ATimelineGroup
RFG Advisory, LLC191,064$9.46M0.22%-23,16013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding184,254$9.12M+87,636Timeline
BIP Alliance, LLC183,379$9.08M3.49%-7,44313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.183,297$9.08M0.05%+8,30813F-HRTimeline
Geneos Wealth Management Inc.182,168$9.02M0.22%-208,13313F-HRTimeline
Arcadia Wealth Management, LLC181,187$8.97M3.92%+9,56213F-HRTimeline
Sigma Planning Corp179,951$8.91M0.27%-3,60413F-HRTimeline
Security Financial Services, INC.175,624$8.7M1.54%+145,43113F-HRTimeline
J.W. COLE ADVISORS, INC.173,445$8.59M0.18%+82,57113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC172,401$8.54M4.2%+4,48813F-HRTimeline
RIVERSEDGE ADVISORS, LLC172,375$8.53M1.67%-8,27513F-HRTimeline
Topel & Distasi Wealth Management, LLC171,915$8.51M4.46%-22,32013F-HRTimeline
Topsail Wealth Management, LLC170,680$8.45M1.54%+7,42313F-HRTimeline
Morton Brown Family Wealth, LLC169,512$8.39M2.55%+8,74213F-HRTimeline
CFS Investment Advisory Services, LLC166,519$8.24M0.67%new13F-HRTimeline
Forum Private Client Group LLC165,258$8.18M3.15%+12,67913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC165,133$8.18M0.94%+6,19913F-HRTimeline
Fairway Wealth LLC339,707$8.14M2.6%+185,85613F-HRTimeline
Somnio Financial Group, LLC163,392$8.09M5.79%13F-HRTimeline
AE Wealth Management LLC163,319$8.09M0.06%+80,47213F-HRTimeline
Johnson & White Wealth Management, LLC162,725$8.06M4.06%+2,76813F-HRTimeline
Columbia River Financial Group, LLC160,328$7.93M5.13%-3,86613F-HRTimeline
Hilltop Partners LLC159,427$7.89M2.39%new13F-HRTimeline
CAMDEN NATIONAL BANK158,070$7.83M1.13%+15,18313F-HRTimeline
Leading Edge Financial Planning LLC156,845$7.77M2.16%+8,31813F-HRTimeline
Gould Capital, LLC154,447$7.65M5.11%-2613F-HRTimeline