Skip to content
Disclosery

BNDX VANGUARD CHARLOTTE FDS

Follow

SHS (fund)

Filings received so far for Q3 2026: 73 13F filers report a position in BNDX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
ECLECTIC ASSOCIATES INC /ADV1,117,627$52.4M5.85%+37,24113F-HRTimeline
Apella Capital, LLC896,479$42M0.53%-48,88613F-HRTimeline
CX Institutional827,903$38.8M1.05%-331,47213F-HRTimeline
Wedmont Private Capital794,381$37.3M0.89%+50,86913F-HRTimeline
Farther Finance Advisors, LLC743,488$34.8M0.25%+64,17813F-HRTimeline
Marotta Asset Management650,940$30.5M5.18%+13,82313F-HRTimeline
Avior Wealth Management, LLC562,384$26.4M0.7%+28,17713F-HRTimeline
Prospera Capital Management, LLC456,925$22M6.89%013F-HRTimeline
Boston Standard Wealth Management, LLC378,454$17.7M2.55%+372,16613F-HRTimeline
ATMOS ADVISORY, LLC323,143$15.1M8.06%+5,13013F-HRTimeline
Factor Wealth Management LTD314,887$14.8M2.26%-6,50413F-HRTimeline
SigFig Wealth Management, LLC314,013$14.7M0.37%+3,26413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…244,414$11.5M1.63%+70,47613F-HRTimeline
Trust Co234,450$11M0.96%+18,46213F-HRTimeline
Aletheian Wealth Advisors LLC213,144$9.99M4.01%+6,22913F-HRTimeline
FC Advisory LLC210,081$9.85M2.58%-4,52513F-HRTimeline
First Heartland Consultants, Inc.202,683$9.5M0.63%+12,57013F-HRTimeline
Paladin Partners, LLC162,385$7.61M4.68%+10,22313F-HRTimeline
RIVERSEDGE ADVISORS, LLC138,139$6.47M0.8%-10013F-HRTimeline
Retirement Wealth Solutions LLC137,083$6.43M3.4%+85313F-HRTimeline
BRIGHTON SECURITIES CORP.128,503$6.02M2.52%+5,20313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.122,600$5.75M0.93%+6413F-HRTimeline
Baron Financial Group, LLC121,620$5.7M2.78%+4,73013F-HRTimeline
Horizons Wealth Management118,816$5.57M3.52%13F-HRTimeline
Frisco Financial Planning LLC117,361$5.5M4.28%+3,18313F-HRTimeline
Veery Capital, LLC111,551$5.23M1.39%+6,69113F-HRTimeline
Archer Investment Management, LLC107,908$5.06M1.6%+25,12613F-HRTimeline
Emergent Wealth Advisors, LLC92,985$4.36M2.28%+5913F-HRTimeline
McNaughton Wealth Management, LLC92,643$4.34M1.52%+7,18713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.76,841$3.6M0.2%-3,64613F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC70,742$3.32M0.93%+3,86113F-HRTimeline
Gladwyn Financial Advisors, Inc.55,118$2.58M1.65%+1,15713F-HRTimeline
Ridgewood Investments LLC54,578$2.56M0.94%+5,44613F-HRTimeline
Towerpoint Wealth, LLC39,996$1.87M0.66%+1,22413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,008$1.69M0.03%+5,34013F-HRTimeline
Venture Visionary Partners LLC29,257$1.37M0.04%+3,26113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…24,805$1.16M0.1%-11,00113F-HRTimelineGroup
Vilga Financial Planning LLC23,963$1.12M0.67%+1,57913F-HRTimeline
CoreCap Advisors, LLC20,863$978K0.03%-1,61013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…19,266$903K0.13%+113F-HRTimeline
SAPIENT CAPITAL LLC18,734$878K0.01%013F-HRTimeline
Balefire, LLC16,295$764K0.12%+63613F-HRTimeline
Pacifica Partners Inc.16,193$758K0.23%+15,51713F-HRTimeline
City Center Advisors, LLC16,001$750K0.57%+2,04113F-HRTimeline
ROCKLAND TRUST CO15,546$729K0.03%+87113F-HRTimeline
Chicago Capital, LLC12,295$576K0.01%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,985$468K0.05%013F-HRTimeline
Xena Financial Planning, LLC9,362$439K0.42%+9513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC8,885$416K0.08%-63513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,813$413K0.03%new13F-HRTimeline
Midwest Financial Partners Investments,…8,684$407K0.16%+2,23813F-HRTimeline
Coastline Trust Co8,153$382K0.04%-1,92813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB7,200$337K0.01%013F-HRTimeline
TrueWealth Advisors, LLC6,845$321K0.07%-38313F-HRTimeline
Sound Income Strategies, LLC6,586$309K0.01%-10413F-HRTimeline
Merited Wealth, LLC6,255$293K0.2%-2,81413F-HRTimeline
Hardin Capital Partners, LLC5,744$269K0.13%-14813F-HRTimeline
Centurion Wealth Management LLC5,657$265K0.06%new13F-HRTimeline
Valeo Financial Advisors, LLC4,808$225K<0.01%+27213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,785$224K0.05%-1913F-HRTimeline
KFA Private Wealth Group, LLC4,494$211K0.05%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,780$130K0.01%-28813F-HRTimeline
Go Invest LLC1,821$85.3K0.02%+11213F-HRTimeline
GK Wealth Management LLC1,642$76.9K0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,335$62.6K<0.01%+52313F-HRTimeline
Investors Research Corp909$42.6K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton817$38.3K0.01%new13F-HRTimeline
GAMMA Investing LLC693$32.5K<0.01%+413F-HRTimeline
Bangor Savings Bank583$27.3K<0.01%013F-HRTimeline
EASTERN BANK366$17.2K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC187$8.77K0.01%new13F-HRTimeline
Rydar Equities, Inc.37$1.73K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.9$422<0.01%013F-HRTimeline