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Disclosery

BNDX VANGUARD CHARLOTTE FDS

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SHS (fund)

984 managers (994 13F filers) reported a position in BNDX shares at 2025-09-30, 795,615,398 shares in all. 80 filers opened a position and 68 filers sold out during the quarter.

Managers
984
13F filers
994
New
80
Added
526
Reduced
279
Sold out
68
Shares held by filers
795,615,398

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO252,371,253$12.5B0.8%+10,128,98313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/136,954,792$6.77B0.51%+10,072,94013F-HR/ATimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC74,777,140$3.7B0.06%+5,608,99613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding54,607,915$2.7B-16,421,298Timeline
MERCER GLOBAL ADVISORS INC /ADV31,188,956$1.54B2.57%+5,039,94613F-HRTimeline
Betterment LLC18,361,174$908M1.79%+837,20313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO10,916,431$540M0.58%+721,71413F-HRTimelineGroup
LPL Financial LLC10,902,098$539M0.16%+762,01013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,404,484$416M0.07%+270,13613F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,701,370$381M1.06%+357,45313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC7,674,779$380M2.3%+941,53413F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,936,757$294M0.63%+194,60413F-HRTimelineGroup
Cetera Investment Advisers5,004,948$248M0.29%+490,75513F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,815,522$238M0.08%-2,438,36013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,590,926$227M0.04%-136,36513F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP4,394,062$217M6.2%+294,38413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,265,986$211M0.01%+374,08413F-HR/ATimelineGroup
&PARTNERS2,862,249$142M0.91%+499,95513F-HRTimeline
Cambridge Investment Research Advisors,…2,677,060$132M0.36%+35,61813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,631,678$130M0.03%+183,70613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,348,120$116M0.28%+341,05913F-HRTimelineGroup
Ally Invest Advisors Inc.2,198,328$109M7.8%+135,01713F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding1,920,459$94.9M+106,491Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,765,269$87.2M0.12%-27,27213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,763,127$87.2M0.27%-21,81213F-HRTimelineGroup
Janney Montgomery Scott LLC1,757,141$86.9M0.21%+60,92913F-HRTimeline
Sensible Financial Planning & Managemen…1,677,297$83M15.07%+72,27813F-HRTimeline
MML INVESTORS SERVICES, LLC1,604,549$79.4M0.21%+86,76613F-HRTimeline
P/E Global LLC1,584,394$78.4M15.67%+66,38113F-HRTimeline
CX Institutional1,315,476$65.1M1.98%+151,96513F-HRTimeline
Hardy Reed LLC1,298,307$64.2M4.73%+61,69213F-HRTimeline
Symmetry Partners, LLC1,276,846$63.2M6.88%+54,45113F-HRTimeline
Prime Capital Investment Advisors, LLC1,242,993$61.5M0.77%+24,72613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,207,077$59.7M0.01%+251,73813F-HRTimelineGroup
Apella Capital, LLC1,194,324$59.6M1.33%-219,55513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,132,262$56M0.02%-98,76313F-HRTimelineGroup
OneDigital Investment Advisors LLC1,120,034$55.4M0.57%+12,71213F-HRTimeline
Pure Financial Advisors, LLC1,085,922$53.7M0.86%+96,27913F-HRTimeline
Partners in Financial Planning1,076,345$53.2M9.2%+55,94413F-HRTimeline
Capstone Financial Advisors, Inc.1,068,881$52.9M2.87%+18,48313F-HRTimeline
COUNTRY TRUST BANK1,061,927$52.5M1.15%+13,88613F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…1,056,731$52.3M0.42%-1,090,82113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,017,488$50.3M1.23%+32,05213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,008,951$49.9M0.06%-5,19613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,001,024$49.5M0.75%+284,71813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vestmark Advisory Solutions, Inc.978,637$48.4M0.92%-883,98513F-HRTimeline
Retirement Investment Advisors, Inc.957,023$47.3M3.93%+39,54113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV941,463$46.6M8.55%+67,94213F-HRTimeline
PDS Planning, Inc928,504$45.9M3.18%+33,84413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources921,647$45.6M0.01%+864,57813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP867,293$42.9M0.06%+70,58113F-HRTimelineGroup
Burton Enright Welch845,642$41.8M6.31%+403,73113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC841,339$41.6M0.05%-66,73413F-HRTimeline
Hamilton Point Investment Advisors, LLC829,334$41M6.4%+51,99013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC758,383$37.5M0.51%+403,35813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC745,267$36.9M0.03%-25,88913F-HRTimelineGroup
1832 Asset Management L.P.732,113$36.2M0.06%+12,77113F-HRTimeline
UBS Group AGin group UBS Group AG723,612$35.8M0.01%+12,17813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP713,650$35.3M0.06%-36,99213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP712,636$35.2M<0.01%-18,04313F-HRTimelineGroup
Efficient Advisors, LLC709,505$35.1M1.98%+59,93313F-HRTimeline
NewEdge Advisors, LLC703,430$34.8M0.16%+14,09213F-HRTimeline
Horizon Investments, LLC698,953$34.4M0.45%-504,94513F-HRTimeline
Valmark Advisers, Inc.684,969$33.9M0.44%+27,75313F-HRTimeline
Clark Asset Management, LLC674,446$33.4M3.88%+64,72513F-HRTimeline
Beacon Pointe Advisors, LLC670,958$33.2M0.28%+646,17713F-HRTimeline
Avion Wealth664,604$32.9M7.05%+29,15713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP647,536$32M0.03%+86,42213F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC639,257$31.6M2.09%+32,72813F-HRTimeline
Orion Porfolio Solutions, LLC631,647$31.2M0.24%+20,01413F-HRTimeline
True Link Financial Advisors, LLC631,120$31.2M2.01%+42,54913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…618,991$30.6M0.02%-35,54813F-HRTimelineGroup
Human Investing LLC605,085$29.9M4.42%+59,75913F-HRTimeline
Marotta Asset Management586,994$29M5.46%+12,29213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC28,603,754$28.7M0.56%+27913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC572,202$28.3M0.02%+75,22313F-HRTimelineGroup
Wedmont Private Capital559,295$27.6M1.03%+29,61613F-HRTimeline
Northwest & Ethical Investments L.P.555,110$27.5M0.65%013F-HRTimeline
MilWealth Group LLC553,408$27.4M6.67%+16,11613F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…522,907$25.9M0.95%+441,54113F-HRTimelineGroup
Full Sail Capital, LLC521,066$25.8M1.42%+4,76913F-HRTimeline
Hassell Wealth Management, LLC511,441$25.3M8.78%+25,08213F-HRTimeline
BURRUS FINANCIAL SERVICES, INC.509,516$25.2M11.56%+1,60013F-HRTimeline
Silver Oak Advisory Group, Inc.492,420$24.4M11.02%+17,56413F-HRTimeline
Evolution Advisers, Inc.468,494$23.2M10.42%+24,62113F-HRTimeline
Discipline Wealth Solutions, LLC462,494$22.9M6.03%+21,45513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding459,141$22.7M+22,215Timeline
Wiser Wealth Management, Inc452,587$22.4M5.12%+53,94413F-HRTimeline
GeoWealth Management, LLC443,939$22M0.8%+34,87513F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC443,406$21.9M4.11%+24,96813F-HRTimeline
Avior Wealth Management, LLC443,027$21.9M0.71%+16,08113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP436,841$21.6M0.01%+82,68313F-HRTimelineGroup
Vise Technologies, Inc.427,813$21.2M0.79%+46,09813F-HRTimeline
Flagstone Financial Management421,253$20.8M5.5%+25,49313F-HRTimeline
CWM, LLCin group CWM, LLC419,367$20.7M0.06%-4,83313F-HRTimelineGroup
Atria Investments, Inc418,091$20.7M0.24%+7,83213F-HRTimeline
Total Wealth Planning, LLC412,046$20.4M2.36%+27,97913F-HRTimeline
Cranbrook Wealth Management, LLC411,460$20.4M4.08%+62413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…407,731$20.2M0.04%+377,89913F-HRTimelineGroup
Sanctuary Advisors, LLC406,911$20.1M0.12%+11,34313F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC406,074$20.1M0.71%-52,36613F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding401,060$19.8M-12,438Timeline
Mariner, LLCin group Mariner, LLC398,405$19.7M0.03%+5,53613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/397,442$19.7M0.01%+3,01113F-HRTimelineGroup
FIL Ltdin group FIL Ltd393,674$19.5M0.02%+20,36213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…390,156$19.3M0.03%+21,49013F-HRTimeline
Luminvest Wealth Management LLC385,081$19M6.21%+43,62213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …381,763$18.9M1.09%+8,68213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…376,164$18.6M0.74%+2,35913F-HRTimelineGroup
Financial Advisors Network, Inc.361,301$17.9M2.53%+5,40013F-HRTimeline
Waterford Advisors, LLC356,207$17.6M6.09%+353,53613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC352,707$17.4M0.14%+53,57713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC339,865$16.8M0.02%new13F-HRTimelineGroup
Forefront Wealth Partners, LLC338,765$16.8M4.22%new13F-HRTimeline
Parker Financial LLC334,463$16.5M6.78%+1,69013F-HRTimeline
Lifeworks Advisors, LLC326,005$16.1M2.16%+13,12413F-HRTimeline
Prospera Capital Management, LLC320,052$15.8M7.64%+22,19713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC318,509$15.8M0.03%+4,05913F-HRTimelineGroup
Financial Architects, LLC318,195$15.7M8.95%+29,64013F-HRTimeline
Summit Wealth Group, LLC313,759$15.5M3.75%+16,51913F-HRTimeline
Refined Wealth Management313,503$15.5M9.96%-21,89113F-HRTimeline
Grove Street Fiduciary, LLC313,380$15.5M7.33%-76413F-HRTimeline
Rinkey Investments310,833$15.4M4.08%+43,20813F-HRTimeline
ShankerValleau Wealth Advisors, Inc.309,077$15.3M3.92%+19,71213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…302,599$15M2.38%-73,94913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.301,209$14.9M<0.01%-86,13813F-HRTimelineGroup
Creative Planningin group Creative Planning300,939$14.9M0.01%+11,27613F-HRTimelineGroup
Ballentine Capital Advisors, Inc296,520$14.7M6.48%+14,32513F-HRTimeline
ADE, LLC288,386$14.3M7.21%+4,24413F-HRTimeline
Blue Barn Wealth, LLC286,943$14.2M6.24%+5,24913F-HRTimeline
Bay Harbor Wealth Management, LLC285,514$14.1M3.82%+3,93213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC277,785$13.7M0.01%-1,51013F-HRTimelineGroup
ATMOS ADVISORY, LLC271,792$13.4M8.19%+5,64513F-HRTimeline
Tenret Co LLC268,948$13.3M6.88%+6,33413F-HRTimeline
Wealthspire Retirement, LLC267,362$13.2M0.84%+31,76813F-HR/ATimeline
SigFig Wealth Management, LLC267,064$13.2M0.41%+1,51013F-HRTimeline
Cambridge Advisors Inc.266,346$13.2M2.57%+17,67113F-HRTimeline
Silver Coast Investments LLC259,949$12.9M4.42%+14,18313F-HRTimeline
Farther Finance Advisors, LLC257,473$12.7M0.19%+49,56813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…256,138$12.7M0.83%+14,49813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management250,534$12.4M0.15%+21,28013F-HRTimelineGroup
Perigon Wealth Management, LLC250,207$12.4M0.25%+49,86813F-HRTimeline
Weitzel Financial Services, Inc.245,964$12.2M4.96%+4,01713F-HRTimeline
Brooklyn FI, LLC244,573$12.1M2.72%+32,10013F-HRTimeline
Vawter Financial, Ltd.244,689$12.1M5.49%+229,53613F-HR/ATimeline
Net Worth Advisory Group244,025$12.1M3.49%-30,46113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC243,383$12M0.07%+92013F-HRTimelineGroup
Breakwater Investment Management240,901$11.9M4.39%+8,00613F-HRTimeline
HighTower Advisors, LLC234,137$11.6M0.01%-43,71713F-HRTimeline
NWAM LLC227,177$11.3M0.61%+6,02413F-HR/ATimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC225,515$11.2M5.57%+6,78913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS225,373$11.1M0.01%+6,59813F-HRTimelineGroup
Addison Advisors LLC223,267$11M2.56%+22,94113F-HRTimeline
BFSG, LLC221,989$11M1.06%+13,57813F-HRTimeline
COMERICA BANK218,568$10.8M0.04%-6,39113F-HRTimeline
Mutual Advisors, LLC215,320$10.7M0.24%-2,79113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.215,995$10.7M2.93%+14,63513F-HRTimeline
Sovereign Financial Group, Inc.215,871$10.7M2%+5,20613F-HRTimeline
AE Wealth Management LLC215,263$10.6M0.07%+51,94413F-HRTimeline
BIP Wealth, LLC215,200$10.6M0.53%new13F-HRTimeline
Golden Bell Financial Planning LLC214,845$10.6M9.23%+12,72613F-HRTimeline
Aspire Private Capital, LLC214,402$10.6M2.33%+9,55613F-HR/ATimeline
HARBOUR INVESTMENTS, INC.214,388$10.6M0.24%+99,50213F-HRTimeline
Trust Co210,918$10.4M1.07%+15,08213F-HRTimeline
ELEVATUS WELATH MANAGEMENT201,501$9.97M2.88%+8,07413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…201,219$9.95M0.83%+9,54713F-HRTimelineGroup
Aletheian Wealth Advisors LLC197,956$9.79M4.55%-2,95913F-HRTimeline
Stokes Family Office, LLC196,872$9.74M0.92%+4,66513F-HRTimeline
FC Advisory LLC196,560$9.72M2.84%+2,45713F-HRTimeline
Morton Brown Family Wealth, LLC192,027$9.5M2.73%+22,51513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson190,571$9.43M<0.01%-72,27813F-HRTimelineGroup
Goldstein Advisors, LLC188,018$9.3M1.13%-28,79013F-HRTimeline
Strategic Investment Advisors / MI187,430$9.27M1.07%-6,41813F-HR/ATimeline
ABLE Financial Group, LLC185,742$9.19M1.99%+32,58213F-HRTimeline
COOPER/HAIMS ADVISORS, LLC185,407$9.17M4.28%+13,00613F-HRTimeline
McLean Asset Management Corp185,871$9.16M1.89%+47,53813F-HRTimeline
Topsail Wealth Management, LLC183,853$9.09M1.54%+13,17313F-HRTimeline
J.W. COLE ADVISORS, INC.183,781$9.09M0.17%+10,33613F-HRTimeline
RFG Advisory, LLC183,756$9.09M0.19%-7,30813F-HRTimeline
Arcadia Wealth Management, LLC180,548$8.93M3.54%-63913F-HRTimeline
Topel & Distasi Wealth Management, LLC179,945$8.9M4.39%+8,03013F-HRTimeline
RIVERSEDGE ADVISORS, LLC177,922$8.8M1.47%+5,54713F-HRTimeline
Triad Wealth Partners, LLC176,569$8.73M1.13%+32,88013F-HRTimeline
Leading Edge Financial Planning LLC174,512$8.63M2.17%+17,66713F-HRTimeline
Forum Private Client Group LLC174,200$8.62M3.07%+8,94213F-HRTimeline
Fairway Wealth LLC173,247$8.57M2.4%-166,46013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC173,146$8.56M0.89%+8,01313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP171,317$8.47M0.01%+43,24013F-HRTimelineGroup
Compound Planning, Inc.170,848$8.45M0.27%+69,21213F-HRTimeline
Tribridge Partners Financial LLC169,554$8.38M3.85%+38,21313F-HRTimeline
Somnio Financial Group, LLC168,972$8.36M5.67%+5,58013F-HRTimeline
EQ WEALTH ADVISORS, LLC167,617$8.29M5.45%-34,81713F-HRTimeline
CAMDEN NATIONAL BANK167,014$8.26M1.16%+8,94413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…166,496$8.23M0.14%+14,97413F-HRTimelineGroup
Columbia River Financial Group, LLC165,571$8.22M5.07%+5,24313F-HRTimeline
Sequoia Financial Advisors, LLC165,674$8.19M0.05%-64,37313F-HRTimeline
Hilltop Partners LLC165,461$8.18M2.45%+6,03413F-HRTimeline
Sigma Planning Corp164,632$8.14M0.23%-15,31913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/163,850$8.1M0.01%+122,79313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…162,802$8.05M0.02%-28,33813F-HRTimelineGroup