VANGUARD CHARLOTTE FDS (BNDX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
61
Reporting holders
$400.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,065
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | $52.4M | 1,117,627 | 5.85% | 24q | +3.4%+$1.7M |
| Apella Capital, LLC | $42.0M | 896,479 | 0.53% | 26q | -5.2%-$2.3M |
| Wedmont Private Capital | $37.3M | 794,381 | 0.89% | 20q | +6.8%+$2.4M |
| Farther Finance Advisors, LLC | $34.8M | 743,488 | 0.25% | 16q | +9.4%+$3.0M |
| Marotta Asset Management | $30.5M | 650,940 | 5.18% | 27q | +2.2%+$647.9K |
| Boston Standard Wealth Management, LLC | $17.7M | 378,454 | 2.55% | 32q | +5918.7%+$17.4M |
| ATMOS ADVISORY, LLC | $15.1M | 323,143 | 8.06% | 20q | +1.6%+$240.4K |
| Factor Wealth Management LTD | $14.8M | 314,887 | 2.26% | 8q | -2.0%-$304.8K |
| SigFig Wealth Management, LLC | $14.7M | 314,013 | 0.37% | 28q | +1.1%+$153.0K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $11.5M | 244,414 | 1.63% | 12q | +40.5%+$3.3M |
| Trust Co | $11.0M | 234,450 | 0.96% | 21q | +8.5%+$865.3K |
| Aletheian Wealth Advisors LLC | $10.0M | 213,144 | 4.01% | 19q | +3.0%+$292.0K |
| FC Advisory LLC | $9.8M | 210,081 | 2.58% | 32q | -2.1%-$212.1K |
| First Heartland Consultants, Inc. | $9.5M | 202,683 | 0.63% | 18q | +6.6%+$589.2K |
| Paladin Partners, LLC | $7.6M | 162,385 | 4.68% | 2q | +6.7%+$479.2K |
| RIVERSEDGE ADVISORS, LLC | $6.5M | 138,139 | 0.80% | 7q | HELD |
| Retirement Wealth Solutions LLC | $6.4M | 137,083 | 3.40% | 8q | +0.6%+$40.0K |
| BRIGHTON SECURITIES CORP. | $6.0M | 128,503 | 2.52% | 8q | +4.2%+$243.9K |
| Conrad Siegel Investment Advisors, Inc. | $5.7M | 122,600 | 0.93% | 8q | HELD |
| Baron Financial Group, LLC | $5.7M | 121,620 | 2.78% | 12q | +4.0%+$221.7K |
| Horizons Wealth Management | $5.6M | 118,816 | 3.47% | 17q | +4.3%+$231.3K |
| Frisco Financial Planning LLC | $5.5M | 117,361 | 4.28% | 5q | +2.8%+$149.2K |
| Veery Capital, LLC | $5.2M | 111,551 | 1.39% | 24q | +6.4%+$313.6K |
| Emergent Wealth Advisors, LLC | $4.4M | 92,985 | 2.28% | 12q | HELD |
| McNaughton Wealth Management, LLC | $4.3M | 92,643 | 1.52% | 6q | +8.4%+$336.9K |
| VALLEY WEALTH MANAGERS, INC. | $3.6M | 76,841 | 0.20% | 13q | -4.5%-$170.9K |
| ELEVATION WEALTH PARTNERS, LLC | $3.3M | 70,742 | 0.93% | 15q | +5.8%+$181.0K |
| Gladwyn Financial Advisors, Inc. | $2.6M | 55,118 | 1.65% | 6q | +2.1%+$54.2K |
| Ridgewood Investments LLC | $2.6M | 54,578 | 0.94% | 9q | +11.1%+$255.3K |
| Venture Visionary Partners LLC | $1.4M | 29,257 | 0.04% | 6q | +12.5%+$152.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.2M | 24,805 | 0.10% | 9q | -30.7%-$515.6K |
| Vilga Financial Planning LLC | $1.1M | 23,963 | 0.67% | 2q | +7.1%+$74.0K |
| CoreCap Advisors, LLC | $977.9K | 20,863 | 0.03% | 19q | -7.2%-$75.5K |
| Allen Mooney & Barnes Investment Advisors LLC | $903.0K | 19,266 | 0.13% | 19q | HELD |
| SAPIENT CAPITAL LLC | $878.1K | 18,734 | 0.01% | 2q | -50.0%-$878.1K |
| Balefire, LLC | $763.7K | 16,295 | 0.12% | 6q | +4.1%+$29.8K |
| Pacifica Partners Inc. | $757.7K | 16,193 | 0.23% | 28q | +2295.4%+$726.0K |
| City Center Advisors, LLC | $750.0K | 16,001 | 0.57% | 6q | +14.6%+$95.7K |
| ROCKLAND TRUST CO | $728.6K | 15,546 | 0.03% | 32q | +5.9%+$40.8K |
| Mallini Complete Financial Planning LLC | $423.0K | 9,025 | 0.30% | 8q | -3.8%-$16.5K |
| WALLER FINANCIAL PLANNING GROUP, INC | $416.4K | 8,885 | 0.08% | 27q | -6.7%-$29.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $413.0K | 8,813 | 0.03% | new | NEW |
| Midwest Financial Partners Investments, Inc. | $407.0K | 8,684 | 0.16% | 2q | +34.7%+$104.9K |
| Coastline Trust Co | $382.1K | 8,153 | 0.04% | 12q | -19.1%-$90.4K |
| MassMutual Private Wealth & Trust, FSB | $337.5K | 7,200 | 0.01% | 32q | HELD |
| TrueWealth Advisors, LLC | $320.8K | 6,845 | 0.07% | 23q | -5.3%-$18.0K |
| Sound Income Strategies, LLC | $309.1K | 6,586 | 0.01% | 32q | -1.6%-$4.9K |
| Hardin Capital Partners, LLC | $269.2K | 5,744 | 0.13% | 10q | -2.5%-$6.9K |
| Valeo Financial Advisors, LLC | $225.4K | 4,808 | 0.00% | 4q | +6.0%+$12.7K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $224.3K | 4,785 | 0.05% | 6q | HELD |
| KFA Private Wealth Group, LLC | $210.6K | 4,494 | 0.05% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $130.3K | 2,780 | 0.01% | 32q | -9.4%-$13.5K |
| Go Invest LLC | $85.3K | 1,821 | 0.02% | 4q | +6.6%+$5.2K |
| GK Wealth Management LLC | $76.9K | 1,642 | 0.04% | new | NEW |
| Investors Research Corp | $42.6K | 909 | 0.01% | 22q | HELD |
| CX Institutional | $38.8K | 827,903 | 1.05% | 27q | -28.6%-$15.5K |
| Rosenberg Matthew Hamilton | $38.3K | 817 | 0.01% | new | NEW |
| GAMMA Investing LLC | $32.5K | 693 | 0.00% | 3q | +0.6% |
| Bangor Savings Bank | $27.3K | 583 | 0.00% | 9q | HELD |
| EASTERN BANK | $17.2K | 366 | 0.00% | 9q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $8.8K | 187 | 0.01% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $422 | 9 | 0.00% | 4q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 61 | $400.0M | 8,533,901 | 5 | 32 | 15 | 0.0% |
| Q2 2026 | 1,126 | $51.0B | 1,052,843,535 | 89 | 553 | 311 | 0.0% |
| Q1 2026 | 1,130 | $42.2B | 878,601,718 | 134 | 571 | 248 | 0.0% |
| Q4 2025 | 1,086 | $40.1B | 830,056,641 | 110 | 531 | 235 | 0.0% |
| Q3 2025 | 998 | $50.5B | 1,020,115,734 | 83 | 498 | 264 | 0.0% |
| Q2 2025 | 991 | $37.5B | 757,135,680 | 122 | 448 | 282 | 0.0% |
| Q1 2025 | 930 | $34.3B | 703,539,760 | 93 | 381 | 314 | 0.0% |
| Q4 2024 | 934 | $34.3B | 699,564,354 | 68 | 414 | 249 | 0.0% |
| Q3 2024 | 868 | $44.0B | 875,907,390 | 97 | 398 | 243 | 0.0% |
| Q2 2024 | 835 | $41.1B | 843,882,018 | 73 | 367 | 266 | 0.0% |
| Q1 2024 | 839 | $37.8B | 768,146,501 | 72 | 399 | 237 | 0.0% |
| Q4 2023 | 839 | $42.0B | 849,768,071 | 82 | 328 | 263 | 0.0% |
| Q3 2023 | 759 | $28.9B | 605,265,337 | 68 | 325 | 221 | 0.0% |
| Q2 2023 | 743 | $27.4B | 561,301,647 | 55 | 314 | 227 | 0.0% |
| Q1 2023 | 731 | $25.8B | 528,240,931 | 71 | 282 | 259 | 0.0% |
| Q4 2022 | 747 | $24.8B | 522,602,891 | 91 | 203 | 315 | 0.0% |
| Q3 2022 | 677 | $23.1B | 481,819,672 | 46 | 226 | 291 | 0.0% |
| Q2 2022 | 723 | $23.4B | 473,086,049 | 66 | 223 | 321 | 0.0% |
| Q1 2022 | 727 | $23.8B | 453,899,217 | 55 | 279 | 262 | 0.0% |
| Q4 2021 | 748 | $23.0B | 417,338,809 | 66 | 327 | 190 | 0.0% |
| Q3 2021 | 667 | $23.0B | 403,978,582 | 52 | 332 | 162 | 0.0% |
| Q2 2021 | 665 | $21.6B | 384,615,932 | 55 | 321 | 172 | 0.0% |
| Q1 2021 | 669 | $20.0B | 349,729,521 | 53 | 337 | 172 | 0.0% |
| Q4 2020 | 680 | $19.0B | 324,047,198 | 61 | 296 | 147 | 0.0% |
| Q3 2020 | 593 | $18.5B | 318,113,103 | 69 | 286 | 125 | 0.0% |
| Q2 2020 | 555 | $17.3B | 300,643,310 | 51 | 244 | 155 | 0.0% |
| Q1 2020 | 560 | $16.7B | 298,600,717 | 75 | 212 | 189 | 0.0% |
| Q4 2019 | 553 | $16.3B | 287,965,359 | 59 | 245 | 100 | 0.0% |
| Q3 2019 | 487 | $15.9B | 271,363,352 | 55 | 204 | 135 | 0.0% |
| Q2 2019 | 470 | $13.1B | 228,280,030 | 47 | 209 | 132 | 0.0% |
| Q1 2019 | 464 | $12.0B | 214,391,473 | 53 | 179 | 147 | 0.0% |
| Q4 2018 | 441 | $9.2B | 169,368,916 | 7 | 11 | 9 | 0.0% |