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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO288,538,828$13.8B0.94%+12,750,45613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/125,012,416$6.01B0.44%-16,412,23013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding90,329,254$4.34BnewTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding63,270,178$3.04B+5,860,197Timeline
MERCER GLOBAL ADVISORS INC /ADV36,281,536$1.74B2.58%+1,553,01913F-HRTimeline
Betterment LLC19,400,574$932M1.77%-157,70113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,058,578$868M4.19%+8,452,09813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,250,083$589M0.54%+720,63813F-HRTimelineGroup
LPL Financial LLC11,228,041$540M0.14%-81,96313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,677,209$465M0.09%+905,60913F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,769,158$421M1.09%+600,82613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.7,658,510$370M0.12%+2,215,50413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,216,573$347M0.06%+2,377,30313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6,390,910$307M0.63%+174,72013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,158,588$296M0.02%+1,104,61013F-HRTimelineGroup
Cetera Investment Advisers5,646,589$271M0.29%+305,09013F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP4,708,344$226M6.55%+79,41113F-HRTimelineGroup
&PARTNERS3,959,644$191M0.94%+549,23713F-HRTimeline
TIAAgroup of 4 filers holding3,319,431$159M+854,211Timeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC3,147,612$151M0.16%+2,882,42513F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,013,127$145M0.37%+298,02413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,923,521$139M0.03%+641,79213F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding2,792,256$134M+1,421,327Timeline
Ally Invest Advisors Inc.2,539,875$122M8.21%+188,39413F-HRTimeline
Beacon Pointe Advisors, LLC2,490,414$120M0.63%+181,52213F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding2,172,691$104M+250,457Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,084,913$100M0.03%+908,09413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,055,930$98.8M0.02%+595,38013F-HR/ATimelineGroup
Janney Montgomery Scott LLC1,958,691$94.1M0.23%+141,17613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,909,803$91.8M1.4%+742,39413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,753,398$84.3M0.12%+287,01913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,734,392$83.3M0.24%-20,47013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC1,671,795$80.3M0.22%-112,75513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,542,899$74.1M0.1%+160,44713F-HRTimelineGroup
Symmetry Partners, LLC1,485,668$71.4M4.08%+122,40113F-HRTimeline
Hardy Reed LLC1,453,868$69.9M5.1%+62,70013F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding1,396,127$67.1M+549,192Timeline
CX Institutional1,387,555$66.7M2.03%+37,80913F-HRTimeline
Prime Capital Investment Advisors, LLC1,374,142$66M0.76%+92,28313F-HRTimeline
OneDigital Investment Advisors LLC1,366,754$65.7M0.64%+277,08313F-HRTimeline
Pure Financial Advisors, LLC1,247,936$60M0.86%+104,39513F-HRTimeline
Partners in Financial Planning1,236,589$59.4M9.85%+73,10713F-HRTimeline
Vestmark Advisory Solutions, Inc.1,163,269$55.9M0.62%+99,62113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,145,967$55.1M1.28%+73,97613F-HRTimelineGroup
Capstone Financial Advisors, Inc.1,092,406$52.5M2.83%-15,24813F-HRTimeline
COUNTRY TRUST BANK1,064,998$51.2M0.97%-13,39313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,056,617$50.8M6.74%+95,70813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,031,849$49.6M0.03%+169,72913F-HRTimelineGroup
Burton Enright Welch1,021,367$49.1M6.67%+66,95313F-HRTimeline
PDS Planning, Inc1,014,427$48.7M3.22%+62,56013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…1,007,951$48.4M0.39%-6,15113F-HRTimelineGroup
Retirement Investment Advisors, Inc.995,929$48.1M3.87%013F-HRTimeline
UBS Group AGgroup of 2 filers holding986,688$47.4M+318,156Timeline
Apella Capital, LLC974,951$47.1M0.7%-108,37713F-HRTimeline
CWM, LLCin group CWM, LLC979,386$47.1M0.12%+149,79913F-HRTimelineGroup
P/E Global LLC971,692$46.7M3.68%-303,12513F-HRTimeline
Brooklyn Investment Group919,240$44.2M1.38%+432,03113F-HRTimeline
Hamilton Point Investment Advisors, LLC895,635$43M6.63%+24,24313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP886,978$42.6M0.06%+86,09213F-HRTimelineGroup
Clark Asset Management, LLC878,068$42.2M3.96%+97,37013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources872,899$41.9M0.01%-9,08713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP841,604$40.1M0.02%+277,01513F-HRTimelineGroup
Orion Porfolio Solutions, LLC811,809$39M0.33%+140,40013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP802,304$38.6M0.04%+68,76313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC793,466$38.1M0.47%+26,58113F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…793,418$38.1M2.36%+220,78413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC787,690$37.8M0.02%-30,18613F-HRTimelineGroup
1832 Asset Management L.P.773,491$37.2M0.05%+25,84513F-HRTimeline
NewEdge Advisors, LLC761,779$36.6M0.13%-34,84113F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…760,455$36.5M1.12%+368,03613F-HR/ATimelineGroup
Efficient Advisors, LLC751,540$36.1M2.56%+27,41213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC739,560$35.5M0.05%-127,57213F-HRTimeline
Valmark Advisers, Inc.737,987$35.5M0.42%+29,95513F-HRTimeline
Horizon Investments, LLC712,410$34.1M0.38%+1,38913F-HRTimeline
Wedmont Private Capital682,426$32.9M1.06%+56,77413F-HRTimeline
Human Investing LLC627,219$30.1M4.39%-5,40813F-HRTimeline
Marotta Asset Management613,248$29.4M5.42%+12,77413F-HRTimeline
Discipline Wealth Solutions, LLC599,763$28.8M3.03%+64,92413F-HRTimeline
MilWealth Group LLC592,950$28.5M6.78%+18,47113F-HRTimeline
HARBOUR INVESTMENTS, INC.588,144$28.3M0.44%+148,03013F-HRTimeline
Sanctuary Advisors, LLC576,650$27.7M0.15%+127,49313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC568,524$27.3M1.98%-75,68113F-HRTimeline
Farther Finance Advisors, LLC563,358$27M0.26%+147,58113F-HRTimeline
BURRUS FINANCIAL SERVICES, INC.558,338$26.8M12.28%+150,00813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…550,657$26.4M0.05%+110,53213F-HRTimelineGroup
Avion Wealth550,277$26.4M5.46%+15,88713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …546,149$26.2M1.49%+87,23613F-HRTimeline
Hassell Wealth Management, LLC544,764$26.2M8.78%+5,81713F-HRTimeline
Vise Technologies, Inc.535,399$25.9M0.51%013F-HRTimeline
Silver Oak Advisory Group, Inc.530,313$25.5M10.99%+27,62613F-HRTimeline
Avior Wealth Management, LLC522,750$25.1M0.71%+37,40413F-HRTimeline
Wiser Wealth Management, Inc505,344$24.3M5.24%+34,75713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC502,714$24.2M0.03%new13F-HRTimelineGroup
Atria Investments, Inc497,244$23.9M0.27%+47,53713F-HRTimeline
Luminvest Wealth Management LLC490,152$23.6M6.16%+34,22213F-HRTimeline
Financial Advisors Network, Inc.486,082$23.4M3.22%+112,26413F-HRTimeline
Rinkey Investments483,891$23.3M5.95%-264,91213F-HRTimeline
Flagstone Financial Management475,934$22.9M5.68%+37,66013F-HRTimeline
Mariner, LLCin group Mariner, LLC467,767$22.5M0.03%+78,30513F-HRTimelineGroup
GeoWealth Management, LLC459,066$22.1M0.79%+29,57313F-HRTimeline
Evolution Advisers, Inc.451,230$21.7M9.14%-6,84013F-HRTimeline
Advocacy Wealth Management, LLC447,560$21.5M0.95%+440,57913F-HRTimeline
Merit Financial Group, LLC446,486$21.5M0.16%+321,55313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC435,460$20.9M0.72%+29,35513F-HRTimelineGroup
FIL Ltdin group FIL Ltd429,933$20.7M0.02%+24,83813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP407,936$19.6M<0.01%-280,42513F-HRTimelineGroup
Creative Planningin group Creative Planning402,858$19.4M0.01%-6,50013F-HRTimelineGroup
Chandler Asset Management, Inc.402,665$19.3M2.93%+259,63013F-HRTimeline
BlueSky Wealth Advisors, LLC394,097$18.9M2.44%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/392,078$18.8M0.01%+2,33613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC383,902$18.4M0.14%+29,62413F-HRTimelineGroup
Parker Financial LLC385,008$18.4M7.37%+40,70613F-HRTimeline
Cranbrook Wealth Management, LLC383,487$18.4M3.75%-29,69513F-HRTimeline
VestGen Advisors, LLC377,315$18M0.51%+131,96513F-HRTimeline
SEEDS INVESTOR LLC372,615$18M2.45%+184,44213F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding372,808$17.9M-13,078Timeline
Lifeworks Advisors, LLC370,227$17.8M2.28%+11,14913F-HRTimeline
Summit Wealth Group, LLC347,573$16.7M3.83%+19,11413F-HRTimeline
Venturi Wealth Management, LLC338,905$16.3M0.73%+333,06613F-HRTimeline
ShankerValleau Wealth Advisors, Inc.337,619$16.2M4.57%+10,54713F-HRTimeline
Christian Investment Advisors, Inc.333,363$16.2M10.23%new13F-HRTimeline
Financial Architects, LLC334,486$16.1M8.48%-8,52013F-HRTimeline
Ballentine Capital Advisors, Inc334,293$16.1M6.65%+10,22513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…327,290$15.7M0.03%-68,67013F-HRTimeline
Wealthspire Retirement, LLC323,467$15.5M0.93%+47,15113F-HRTimeline
Prospera Capital Management, LLC323,152$15.5M7.78%+6,36113F-HRTimeline
ATMOS ADVISORY, LLC314,996$15.1M8.6%+32,03513F-HRTimeline
Triad Wealth Partners, LLC314,149$15.1M1.2%+101,97913F-HRTimeline
Grove Street Fiduciary, LLC310,768$14.9M6.58%-1,06213F-HRTimeline
Perigon Wealth Management, LLC310,454$14.9M0.27%+28,92513F-HRTimeline
SigFig Wealth Management, LLC309,187$14.9M0.44%+25,38013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC307,198$14.8M0.01%new13F-HRTimelineGroup
Bay Harbor Wealth Management, LLC305,946$14.7M3.81%+23,34313F-HRTimeline
Greenspring Advisors, LLC304,674$14.6M0.89%+36,38113F-HRTimeline
Net Worth Advisory Group295,083$14.2M2.94%+10,99713F-HRTimeline
HighTower Advisors, LLC294,509$14.2M0.02%-44,22613F-HRTimeline
Cambridge Advisors Inc.291,918$14M2.72%+1,94013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…290,060$13.9M0.89%+14,06213F-HRTimeline
Tenret Co LLC285,942$13.7M6.64%+39,75213F-HRTimeline
Silver Coast Investments LLC285,239$13.7M4.37%+13,09313F-HRTimeline
Vawter Financial, Ltd.284,802$13.7M5.76%+16,93413F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management279,686$13.4M0.15%+19,04213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding275,977$13.3M+206,707Timeline
McLean Asset Management Corp270,129$13M2.27%+79,36413F-HRTimeline
DiPaolo Financial Group, Inc.267,921$12.9M9.37%new13F-HRTimeline
Livet Wealth, LLC262,547$12.6M8.02%+6,47613F-HRTimeline
Strategic Investment Advisors / MI262,005$12.6M0.87%+73,19813F-HRTimeline
Weitzel Financial Services, Inc.261,407$12.6M4.73%+11,54313F-HRTimeline
Scarborough Advisors, LLC260,423$12.5M1.37%+234,11813F-HRTimeline
NWAM LLC259,954$12.5M0.72%+9,37613F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC257,330$12.4M8.84%+71,71713F-HRTimeline
World Investment Advisors257,188$12.4M0.2%+14,25013F-HRTimeline
Sovereign Financial Group, Inc.256,847$12.3M2.15%+29,02613F-HRTimeline
Addison Advisors LLC255,549$12.3M2.71%+9,29613F-HRTimeline
MGO ONE SEVEN LLC254,566$12.2M0.25%+44,07413F-HRTimeline
Mutual Advisors, LLC248,385$11.9M0.26%+25,22813F-HRTimeline
EP Wealth Advisors, LLC241,768$11.6M0.06%-116,83813F-HRTimeline
BFSG, LLC238,712$11.5M1.09%+7313F-HRTimeline
Golden Bell Financial Planning LLC238,254$11.4M9.13%+11,27813F-HRTimeline
Morton Brown Family Wealth, LLC236,483$11.4M3%+10,08413F-HRTimeline
AE Wealth Management LLC234,843$11.3M0.06%-4,83513F-HRTimeline
Strategic Financial Planning, Inc.77,210$11.2M6.58%+8,08413F-HRTimeline
XY Planning Network, Inc.233,977$11.2M1.79%+30,76513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC233,767$11.2M5.46%-1,00613F-HRTimeline
Brooklyn FI, LLC230,308$11.1M2.33%-26,76413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP226,076$10.9M0.01%+28,08713F-HRTimelineGroup
ABLE Financial Group, LLC225,755$10.8M2.12%+55,80413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\221,275$10.6M0.01%-801,97413F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.216,634$10.4M2.75%-29,67513F-HRTimeline
Security Financial Services, INC.216,624$10.4M1.65%+52,42913F-HRTimeline
RFG Advisory, LLC216,598$10.4M0.19%+61,47213F-HRTimeline
Aspire Private Capital, LLC216,354$10.4M2.35%+2,81713F-HRTimeline
Level Financial Advisors214,443$10.3M2.63%+34,28213F-HRTimeline
Private Advisor Group, LLC213,927$10.3M0.05%+19,37413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…213,161$10.2M0.11%-8,67013F-HRTimelineGroup
Factor Wealth Management LTD212,023$10.2M1.92%+104,34713F-HRTimeline
Trust Co211,363$10.2M0.95%+3,59013F-HRTimeline
FC Advisory LLC211,042$10.1M2.96%+7,39913F-HRTimeline
Stokes Family Office, LLC210,172$10.1M1.04%-7,91813F-HRTimeline
Goldstein Advisors, LLC209,632$10.1M1.12%+15,31413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/206,595$9.93M1.72%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…205,920$9.89M0.02%-67,38713F-HRTimelineGroup
CFS Investment Advisory Services, LLC204,470$9.88M0.68%+82,21213F-HRTimeline
Aletheian Wealth Advisors LLC205,265$9.86M4.81%13F-HRTimeline
NorthRock Partners, LLC204,816$9.84M0.16%+7,49413F-HRTimeline
Tribridge Partners Financial LLC203,571$9.76M4.04%+7,31913F-HRTimeline
Topsail Wealth Management, LLC201,970$9.7M1.43%-1,91413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC199,865$9.6M0.96%new13F-HRTimeline
Arcadia Wealth Management, LLC198,258$9.53M3.45%+13,65213F-HRTimeline
COOPER/HAIMS ADVISORS, LLC197,599$9.49M4.47%+3,48913F-HRTimeline
Leading Edge Financial Planning LLC197,082$9.47M1.99%+4,31413F-HRTimeline
Topel & Distasi Wealth Management, LLC196,896$9.46M4.89%+4,98613F-HRTimeline
J.W. COLE ADVISORS, INC.196,610$9.45M0.32%+6,31413F-HRTimeline
Columbia River Financial Group, LLC194,481$9.34M5.42%+16,40713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC194,438$9.34M0.14%+6,84213F-HRTimelineGroup
Breakwater Investment Management192,129$9.23M3.43%-46,56513F-HRTimeline
Modera Wealth Management, LLC191,796$9.22M0.11%+37,72413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…191,418$9.2M1.45%-50,53213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…189,961$9.13M0.78%+3,02613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…189,443$9.1M0.11%+21,11313F-HRTimelineGroup