# VANGUARD CHARLOTTE FDS (BNDX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BNDX/

- Reporting holders: 61
- Reported value: $400.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $52.4M | 1,117,627 | 5.9% | 24 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $42.0M | 896,479 | 0.5% | 26 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $37.3M | 794,381 | 0.9% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $34.8M | 743,488 | 0.2% | 16 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $30.5M | 650,940 | 5.2% | 27 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $17.7M | 378,454 | 2.5% | 32 |
| [ATMOS ADVISORY, LLC](https://holderbook.com/funds/1905162-atmos-advisory-llc/) | $15.1M | 323,143 | 8.1% | 20 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $14.8M | 314,887 | 2.3% | 8 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $14.7M | 314,013 | 0.4% | 28 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $11.5M | 244,414 | 1.6% | 12 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $11.0M | 234,450 | 1.0% | 21 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $10.0M | 213,144 | 4.0% | 19 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $9.8M | 210,081 | 2.6% | 32 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $9.5M | 202,683 | 0.6% | 18 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $7.6M | 162,385 | 4.7% | 2 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $6.5M | 138,139 | 0.8% | 7 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $6.4M | 137,083 | 3.4% | 8 |
| [BRIGHTON SECURITIES CORP.](https://holderbook.com/funds/14213-brighton-securities-corp/) | $6.0M | 128,503 | 2.5% | 8 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $5.7M | 122,600 | 0.9% | 8 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $5.7M | 121,620 | 2.8% | 12 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $5.6M | 118,816 | 3.5% | 17 |
| [Frisco Financial Planning LLC](https://holderbook.com/funds/2133972-frisco-financial-planning-llc/) | $5.5M | 117,361 | 4.3% | 5 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $5.2M | 111,551 | 1.4% | 24 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $4.4M | 92,985 | 2.3% | 12 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $4.3M | 92,643 | 1.5% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 61 | $400.0M |
| Q2 2026 | 1,126 | $51.0B |
| Q1 2026 | 1,130 | $42.2B |
| Q4 2025 | 1,086 | $40.1B |
| Q3 2025 | 998 | $50.5B |
| Q2 2025 | 991 | $37.5B |
| Q1 2025 | 930 | $34.3B |
| Q4 2024 | 934 | $34.3B |
| Q3 2024 | 868 | $44.0B |
| Q2 2024 | 835 | $41.1B |
| Q1 2024 | 839 | $37.8B |
| Q4 2023 | 839 | $42.0B |