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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO275,788,372$13.3B0.9%+23,417,11913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,424,646$6.83B0.5%+4,469,85413F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC85,042,456$4.11B0.06%+10,265,31613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding57,409,981$2.77B+2,802,066Timeline
MERCER GLOBAL ADVISORS INC /ADV34,728,517$1.68B2.56%+3,539,56113F-HRTimeline
Betterment LLC19,558,275$945M1.8%+1,197,10113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,529,445$557M0.55%+613,01413F-HRTimelineGroup
LPL Financial LLC11,310,004$546M0.15%+407,90613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,606,480$464M2.64%+1,931,70113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,771,600$424M0.07%+367,11613F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,168,332$395M1.07%+466,96213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6,216,190$300M0.61%+279,43313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.5,443,006$263M0.08%+627,48413F-HRTimeline
Cetera Investment Advisers5,341,499$258M0.28%+336,55113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,053,978$244M0.01%+787,99213F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,839,270$234M0.04%+248,34413F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP4,628,933$224M6.54%+234,87113F-HRTimelineGroup
&PARTNERS3,410,407$165M0.86%+548,15813F-HRTimeline
Cambridge Investment Research Advisors,…2,715,103$131M0.35%+38,04313F-HRTimeline
TIAAgroup of 2 filers holding2,465,220$119M+117,100Timeline
Ally Invest Advisors Inc.2,351,481$114M7.84%+153,15313F-HRTimeline
Beacon Pointe Advisors, LLC2,308,892$112M0.78%+1,637,93413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,281,729$110M0.02%-349,94913F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding1,922,234$92.9M+1,775Timeline
Janney Montgomery Scott LLC1,817,515$87.8M0.2%+60,37413F-HRTimeline
MML INVESTORS SERVICES, LLC1,784,550$86.2M0.21%+180,00113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,754,862$84.8M0.24%-8,26513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,466,379$70.9M0.1%-298,89013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,460,550$70.6M0.01%+253,47313F-HRTimelineGroup
Hardy Reed LLC1,391,168$67.2M4.79%+92,86113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,382,452$66.8M0.09%+515,15913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,370,929$66.2M+911,788Timeline
Symmetry Partners, LLC1,363,267$65.9M3.9%+86,42113F-HRTimeline
CX Institutional1,349,746$65.2M1.95%+34,27013F-HRTimeline
Prime Capital Investment Advisors, LLC1,281,859$61.9M0.75%+38,86613F-HRTimeline
P/E Global LLC1,274,817$61.6M4.44%-309,57713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,176,819$56.9M0.02%+44,55713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,167,409$56.4M0.83%+166,38513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Partners in Financial Planning1,163,482$56.2M9.52%+87,13713F-HRTimeline
Pure Financial Advisors, LLC1,143,541$55.3M0.82%+57,61913F-HRTimeline
Capstone Financial Advisors, Inc.1,107,654$53.5M2.85%+38,77313F-HRTimeline
OneDigital Investment Advisors LLC1,089,671$52.7M0.52%-30,36313F-HRTimeline
Apella Capital, LLC1,083,328$52.3M1.03%-110,99613F-HRTimeline
COUNTRY TRUST BANK1,078,391$52.1M0.94%+16,46413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,071,991$51.8M1.26%+54,50313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,063,648$51.4M0.69%+85,01113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,023,249$49.4M0.06%+14,29813F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…1,014,102$49M0.39%-42,62913F-HRTimelineGroup
Retirement Investment Advisors, Inc.995,929$48.1M3.88%+38,90613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV960,909$46.4M7.24%+19,44613F-HRTimeline
Burton Enright Welch954,414$46.1M6.49%+108,77213F-HRTimeline
PDS Planning, Inc951,867$46M3.07%+23,36313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources881,986$42.6M0.01%-39,66113F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC871,392$42.1M6.4%+42,05813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC867,132$41.9M0.06%+25,79313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…862,120$41.7M0.03%+243,12913F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC846,935$40.9M0.06%+528,42613F-HRTimelineGroup
CWM, LLCin group CWM, LLC829,587$40.1M0.11%+410,22013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC817,876$39.5M0.03%+72,60913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP800,886$38.7M0.05%+87,23613F-HR/ATimelineGroup
NewEdge Advisors, LLC796,620$38.5M0.14%+93,19013F-HRTimeline
Clark Asset Management, LLC780,698$37.7M3.92%+106,25213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC766,885$37.1M0.48%+8,50213F-HRTimeline
Rinkey Investments748,803$36.2M9.19%+437,97013F-HRTimeline
1832 Asset Management L.P.747,646$36.1M0.05%+15,53313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP733,541$35.4M0.03%+86,00513F-HRTimelineGroup
Efficient Advisors, LLC724,128$35M2.04%+14,62313F-HR/ATimeline
Horizon Investments, LLC711,021$34.4M0.44%+12,06813F-HRTimeline
Valmark Advisers, Inc.708,032$34.2M0.42%+23,06313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP688,361$33.3M<0.01%-24,27513F-HRTimelineGroup
Orion Porfolio Solutions, LLC671,409$32.4M0.24%+39,76213F-HRTimeline
UBS Group AGgroup of 2 filers holding668,532$32.3M-55,080Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC644,205$31.1M2.01%+4,94813F-HRTimeline
Human Investing LLC632,627$30.6M4.32%+27,54213F-HRTimeline
Wedmont Private Capital625,652$30.4M1.05%+66,35713F-HRTimeline
Marotta Asset Management600,474$29M5.37%+13,48013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC28,604,388$28.7M0.52%+63413F-HRTimeline
MilWealth Group LLC574,479$27.8M6.61%+21,07113F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…572,634$27.7M1.63%+49,72713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP564,589$27.3M0.02%+127,74813F-HRTimelineGroup
BURRUS FINANCIAL SERVICES, INC.408,330$27M15.35%-101,18613F-HRTimeline
Hassell Wealth Management, LLC538,947$26.2M8.75%+27,50613F-HRTimeline
Vise Technologies, Inc.535,399$25.9M0.51%+107,58613F-HRTimeline
Discipline Wealth Solutions, LLC534,839$25.8M4.79%+72,34513F-HRTimeline
Avion Wealth534,390$25.8M5.42%-130,21413F-HRTimeline
Silver Oak Advisory Group, Inc.502,687$24.3M10.98%+10,26713F-HRTimeline
Brooklyn Investment Group487,209$23.6M1.09%+375,93913F-HRTimeline
Avior Wealth Management, LLC485,346$23.5M0.73%+42,31913F-HRTimeline
Wiser Wealth Management, Inc470,587$22.7M5.06%+18,00013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …458,913$22.2M1.33%+77,15013F-HRTimeline
Evolution Advisers, Inc.458,070$22.1M9.58%-10,42413F-HRTimeline
Luminvest Wealth Management LLC455,930$22M6.11%+70,84913F-HRTimeline
Atria Investments, Inc449,707$21.7M0.25%+31,61613F-HRTimeline
Sanctuary Advisors, LLC449,157$21.7M0.12%+42,24613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…440,125$21.3M0.04%+32,39413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.440,114$21.3M0.43%+225,72613F-HRTimeline
Flagstone Financial Management438,274$21.2M5.43%+17,02113F-HRTimeline
GeoWealth Management, LLC429,493$20.8M0.76%-14,44613F-HRTimeline
Farther Finance Advisors, LLC415,777$20.1M0.22%+158,30413F-HRTimeline
Cranbrook Wealth Management, LLC413,182$20M3.94%+1,72213F-HRTimeline
Creative Planningin group Creative Planning409,358$19.8M0.01%+108,41913F-HRTimelineGroup
Yeomans Consulting Group, Inc.407,361$19.7M5.77%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC406,105$19.6M0.67%+3113F-HRTimelineGroup
FIL Ltdin group FIL Ltd405,095$19.6M0.01%+11,42113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…395,960$19.2M0.03%+5,80413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…392,419$19M0.7%+16,25513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/389,742$18.8M0.01%-7,70013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC389,462$18.8M0.02%-8,94313F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding385,886$18.6M-15,174Timeline
Financial Advisors Network, Inc.373,818$18.1M2.48%+12,51713F-HRTimeline
Lifeworks Advisors, LLC359,078$17.4M2.25%+33,07313F-HRTimeline
EP Wealth Advisors, LLC358,606$17.3M0.09%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC354,278$17.1M0.15%+1,57113F-HRTimelineGroup
Parker Financial LLC344,302$16.6M6.74%+9,83913F-HRTimeline
Financial Architects, LLC343,006$16.6M8.91%+24,81113F-HRTimeline
HighTower Advisors, LLC338,735$16.4M0.02%+104,59813F-HRTimeline
Summit Wealth Group, LLC328,459$15.9M3.71%+14,70013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.327,072$15.8M4.28%+17,99513F-HRTimeline
Ballentine Capital Advisors, Inc324,068$15.7M6.6%+27,54813F-HRTimeline
Prospera Capital Management, LLC316,791$15.3M7.72%-3,26113F-HRTimeline
Refined Wealth Management313,035$15.1M10.18%-46813F-HRTimeline
Grove Street Fiduciary, LLC311,830$15.1M6.3%-1,55013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…303,971$14.7M0.02%new13F-HRTimelineGroup
Cambridge Advisors Inc.289,978$14M2.67%+23,63213F-HRTimeline
ADE, LLC289,220$14M6.77%+83413F-HRTimeline
Net Worth Advisory Group284,086$13.7M2.78%+40,06113F-HRTimeline
SigFig Wealth Management, LLC283,807$13.7M0.41%+16,74313F-HRTimeline
ATMOS ADVISORY, LLC282,961$13.7M7.92%+11,16913F-HRTimeline
Bay Harbor Wealth Management, LLC282,603$13.7M3.57%-2,91113F-HRTimeline
Perigon Wealth Management, LLC281,529$13.6M0.24%+31,32213F-HRTimeline
Northwest & Ethical Investments L.P.276,910$13.4M0.3%-278,20013F-HR/ATimeline
Wealthspire Retirement, LLC276,316$13.4M0.81%+8,95413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…275,998$13.3M0.85%+19,86013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…273,307$13.2M0.02%+110,50513F-HR/ATimelineGroup
Silver Coast Investments LLC272,146$13.2M4.53%+12,19713F-HRTimeline
Greenspring Advisors, LLC268,293$13M0.8%+232,28513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS268,158$13M0.01%+42,78513F-HRTimelineGroup
Vawter Financial, Ltd.267,868$12.9M5.46%+23,17913F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC265,187$12.8M0.01%-12,59813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management260,644$12.6M0.14%+10,11013F-HRTimelineGroup
Brooklyn FI, LLC257,072$12.4M2.66%+12,49913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC256,298$12.4M0.07%+12,91513F-HRTimelineGroup
Livet Wealth, LLC256,071$12.4M7.62%13F-HRTimeline
BIP Wealth, LLC253,616$12.3M0.43%+38,41613F-HRTimeline
NWAM LLC250,578$12.1M0.68%+23,40113F-HRTimeline
Weitzel Financial Services, Inc.249,864$12.1M4.67%+3,90013F-HRTimeline
OpenArc Corporate Advisory, LLC249,282$12M0.2%13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.246,309$11.9M3.12%+30,31413F-HRTimeline
Addison Advisors LLC246,253$11.9M2.67%+22,98613F-HRTimeline
Tenret Co LLC246,190$11.9M6.02%-22,75813F-HRTimeline
VestGen Advisors, LLC245,350$11.9M0.5%+139,27413F-HRTimeline
World Investment Advisors242,938$11.7M0.19%+129,22813F-HR/ATimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…241,950$11.7M1.82%-60,64913F-HRTimeline
AE Wealth Management LLC239,678$11.6M0.07%+24,41513F-HRTimeline
Breakwater Investment Management238,694$11.5M4.17%-2,20713F-HRTimeline
BFSG, LLC238,639$11.5M1.12%+16,65013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC234,773$11.3M5.65%+9,25813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC232,126$11.2M<0.01%+75,08013F-HR/ATimelineGroup
Sovereign Financial Group, Inc.227,821$11M1.96%+11,95013F-HRTimeline
Golden Bell Financial Planning LLC226,976$11M9.13%+12,13113F-HRTimeline
Morton Brown Family Wealth, LLC226,399$10.9M2.98%+34,37213F-HRTimeline
Mutual Advisors, LLC223,157$10.8M0.23%+7,83713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…221,831$10.7M0.12%+55,33513F-HRTimelineGroup
Stokes Family Office, LLC218,090$10.5M0.96%+21,21813F-HRTimeline
Aspire Private Capital, LLC213,537$10.3M2.3%-86513F-HRTimeline
COMERICA BANK213,142$10.3M0.04%-5,42613F-HRTimeline
Triad Wealth Partners, LLC212,170$10.3M0.97%+35,60113F-HRTimeline
MGO ONE SEVEN LLC210,492$10.2M0.21%+81,19513F-HRTimeline
Trust Co207,773$10M0.94%-3,14513F-HRTimeline
Topsail Wealth Management, LLC203,884$9.85M1.44%+20,03113F-HRTimeline
FC Advisory LLC203,643$9.84M2.83%+7,08313F-HRTimeline
XY Planning Network, Inc.203,212$9.82M1.71%+138,84813F-HRTimeline
Values Added Financial LLC198,234$9.58M4.04%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP197,989$9.57M0.01%+26,67213F-HRTimelineGroup
NorthRock Partners, LLC197,322$9.53M0.16%+46,49313F-HRTimeline
Tribridge Partners Financial LLC196,252$9.48M3.98%+26,69813F-HRTimeline
ELEVATUS WELATH MANAGEMENT194,912$9.42M2.58%-6,58913F-HRTimeline
Private Advisor Group, LLC194,553$9.4M0.04%+100,17613F-HRTimeline
Goldstein Advisors, LLC194,318$9.39M1.07%+6,30013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC194,110$9.38M4.26%+8,70313F-HRTimeline
Leading Edge Financial Planning LLC192,768$9.31M2.12%+18,25613F-HRTimeline
Topel & Distasi Wealth Management, LLC191,910$9.27M4.53%+11,96513F-HRTimeline
McLean Asset Management Corp190,765$9.27M1.66%+4,89413F-HRTimeline
RIVERSEDGE ADVISORS, LLC191,282$9.24M1.5%+13,36013F-HRTimeline
Strategic Investment Advisors / MI188,807$9.12M0.79%+1,37713F-HRTimeline
SEEDS INVESTOR LLC188,173$9.09M1.74%+27,55413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC187,596$9.06M0.14%+26,73213F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…186,935$9.03M0.75%-14,28413F-HRTimelineGroup
STONE LOFT WEALTH MANAGEMENT LLC185,613$8.97M8.42%13F-HRTimeline
Arcadia Wealth Management, LLC184,606$8.92M3.32%+4,05813F-HRTimeline
RESOLUTE CAPITAL, LLC183,263$8.86M3.7%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC181,256$8.76M0.88%+8,11013F-HRTimeline
Compound Planning, Inc.181,000$8.75M0.26%+10,15213F-HRTimeline
Fairway Wealth LLC377,728$8.74M2.36%+204,48113F-HRTimeline
Level Financial Advisors180,161$8.71M2.3%+23,34913F-HRTimeline
AMG National Trust Bank178,499$8.63M0.2%+37,69513F-HRTimeline
EQ WEALTH ADVISORS, LLC178,330$8.62M5.09%+10,71313F-HRTimeline
Columbia River Financial Group, LLC178,074$8.6M5.28%+12,50313F-HRTimeline
Somnio Financial Group, LLC176,570$8.53M5.64%+7,59813F-HRTimeline
Hilltop Partners LLC175,673$8.49M2.19%+10,21213F-HRTimeline