VANGUARD CHARLOTTE FDS (BNDX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,084
Reporting holders
$46.0B
Reported value
0.0%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $15.1B | 310,184,158 | 0.83% | 31q | +7.5%+$1.1B |
| BANK OF AMERICA CORP /DE/ | $6.2B | 128,817,197 | 0.40% | 31q | +3.0%+$184.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $3.8B | 78,328,092 | 2.36% | 30q | +115.9%+$2.0B |
| ENVESTNET ASSET MANAGEMENT INC | $3.0B | 61,515,090 | 0.70% | 31q | +3.9%+$110.7M |
| VANGUARD ADVISERS INC | $2.8B | 58,846,335 | 9.70% | 2q | +9.0%+$234.4M |
| Savant Capital, LLC | $1.9B | 38,533,386 | 5.46% | 29q | +113.4%+$987.9M |
| Vanguard Global Advisers, LLC | $1.1B | 21,942,307 | 0.50% | 2q | +7.5%+$73.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $925.2M | 19,103,376 | 0.02% | 2q | +21.0%+$160.6M |
| SEI INVESTMENTS CO | $635.6M | 13,123,557 | 0.56% | 19q | +7.1%+$42.3M |
| LPL Financial LLC | $555.4M | 11,468,622 | 0.12% | 31q | +2.1%+$11.7M |
| ROYAL BANK OF CANADA | $501.6M | 10,357,596 | 0.07% | 31q | +7.0%+$33.0M |
| Empower Advisory Group, LLC | $478.7M | 9,884,431 | 1.14% | 14q | +12.7%+$54.0M |
| ASSETMARK, INC | $363.3M | 7,501,131 | 0.62% | 31q | +17.4%+$53.8M |
| Bank of New York Mellon Corp | $352.7M | 7,282,745 | 0.06% | 31q | +0.9%+$3.2M |
| Cetera Investment Advisers | $287.0M | 5,925,087 | 0.26% | 31q | +4.9%+$13.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $278.6M | 5,720,864 | 0.02% | 18q | HELD |
| MORGAN STANLEY | $245.6M | 5,072,090 | 0.01% | 35q | -17.6%-$52.6M |
| LINCOLN NATIONAL CORP | $233.2M | 4,815,071 | 5.97% | 31q | +2.3%+$5.2M |
| &PARTNERS | $209.6M | 4,325,800 | 0.86% | 11q | +9.2%+$17.7M |
| Envestnet Portfolio Solutions, Inc. | $201.3M | 4,156,520 | 0.96% | 12q | +2.8%+$5.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $173.1M | 3,573,990 | 0.60% | 2q | +10.7%+$16.7M |
| ALLIANCEBERNSTEIN L.P. | $166.8M | 3,471,877 | 0.06% | 31q | -54.7%-$201.2M |
| VOYA INVESTMENT MANAGEMENT LLC | $160.7M | 3,317,595 | 0.14% | 8q | +5.4%+$8.2M |
| Ally Invest Advisors Inc. | $128.9M | 2,662,224 | 7.79% | 31q | +4.8%+$5.9M |
| Beacon Pointe Advisors, LLC | $121.3M | 2,503,755 | 0.56% | 14q | +0.5%+$646.1K |
| AMERIPRISE FINANCIAL INC | $117.7M | 2,434,416 | 0.02% | 31q | -58.4%-$164.9M |
| RAYMOND JAMES FINANCIAL INC | $106.3M | 2,194,319 | 0.03% | 7q | +5.2%+$5.3M |
| MML INVESTORS SERVICES, LLC | $99.4M | 2,052,383 | 0.20% | 31q | +22.8%+$18.4M |
| FRANKLIN RESOURCES INC | $95.1M | 1,963,500 | 0.02% | 29q | +124.9%+$52.8M |
| Mirae Asset Global Investments Co., Ltd. | $90.0M | 1,859,138 | 0.13% | 31q | -46.4%-$78.0M |
| OSAIC HOLDINGS, INC. | $86.7M | 1,789,179 | 0.10% | 26q | +2.0%+$1.7M |
| Cerity Partners LLC | $82.8M | 1,710,245 | 0.10% | 23q | +24.8%+$16.5M |
| Symmetry Partners, LLC | $77.2M | 1,593,322 | 3.93% | 31q | +7.2%+$5.2M |
| TRUIST FINANCIAL CORP | $76.3M | 1,574,681 | 0.09% | 31q | +2.1%+$1.5M |
| WELLS FARGO & COMPANY/MN | $75.3M | 1,555,652 | 0.01% | 31q | -62.2%-$123.8M |
| Hardy Reed LLC | $74.4M | 1,535,784 | 4.78% | 31q | +5.6%+$4.0M |
| Prime Capital Investment Advisors, LLC | $68.9M | 1,423,682 | 0.67% | 19q | +3.6%+$2.4M |
| Vestmark Advisory Solutions, Inc. | $65.2M | 1,346,913 | 0.61% | 30q | +15.8%+$8.9M |
| Pure Financial Advisors, LLC | $64.8M | 1,338,153 | 0.82% | 26q | +7.2%+$4.4M |
| Kestra Investment Management, LLC | $64.8M | 1,337,537 | 1.25% | 7q | -38.2%-$40.0M |
| Partners in Financial Planning | $62.4M | 1,288,435 | 9.46% | 21q | +4.2%+$2.5M |
| JANE STREET GROUP, LLC | $62.1M | 1,282,841 | 0.01% | 2q | +155.2%+$37.8M |
| Human Investing LLC | $61.9M | 1,283,873 | 4.25% | 31q | +104.7%+$31.7M |
| CreativeOne Wealth, LLC | $57.4M | 1,184,598 | 1.24% | 31q | +3.4%+$1.9M |
| Merit Financial Group, LLC | $57.2M | 1,181,248 | 0.17% | 18q | +164.6%+$35.6M |
| Burton Enright Welch | $56.9M | 1,174,634 | 6.68% | 5q | +15.0%+$7.4M |
| Capstone Financial Advisors, Inc. | $54.5M | 1,124,674 | 2.65% | 31q | +3.0%+$1.6M |
| Nuveen, LLC | $54.1M | 1,117,222 | 0.01% | new | NEW |
| ECLECTIC ASSOCIATES INC /ADV | $52.3M | 1,080,386 | 5.96% | 23q | +2.2%+$1.2M |
| Orion Porfolio Solutions, LLC | $52.0M | 1,074,729 | 0.40% | 14q | +32.4%+$12.7M |
| JONES FINANCIAL COMPANIES LLLP | $51.8M | 1,068,395 | 0.02% | 31q | +26.9%+$11.0M |
| COUNTRY TRUST BANK | $51.8M | 1,068,748 | 0.91% | 31q | HELD |
| Retirement Investment Advisors, Inc. | $51.0M | 1,064,060 | 3.63% | 14q | +6.8%+$3.3M |
| P/E Global LLC | $50.3M | 1,038,478 | 3.23% | 10q | +6.9%+$3.2M |
| PDS Planning, Inc | $50.1M | 1,034,989 | 2.90% | 28q | +2.0%+$995.8K |
| Alaska Permanent Capital Management, LLC | $49.9M | 1,030,814 | 3.26% | 14q | -33.4%-$25.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $48.1M | 993,069 | 0.03% | 31q | -3.8%-$1.9M |
| Clark Asset Management, LLC | $47.5M | 981,214 | 3.73% | 15q | +11.7%+$5.0M |
| Apella Capital, LLC | $45.4M | 945,365 | 0.64% | 25q | -3.0%-$1.4M |
| Hamilton Point Investment Advisors, LLC | $44.5M | 919,347 | 6.27% | 5q | +2.6%+$1.1M |
| CITIGROUP INC | $43.2M | 892,697 | 0.01% | 31q | +13.3%+$5.1M |
| NewEdge Advisors, LLC | $40.7M | 840,831 | 0.12% | 31q | +26.7%+$8.6M |
| STIFEL FINANCIAL CORP | $40.4M | 833,549 | 0.03% | 31q | +3.9%+$1.5M |
| Horizon Investments, LLC | $40.1M | 831,460 | 0.44% | 15q | +16.7%+$5.7M |
| UBS Group AG | $38.9M | 802,768 | 0.00% | 31q | +9.8%+$3.5M |
| Valmark Advisers, Inc. | $38.6M | 796,548 | 0.41% | 31q | +7.9%+$2.8M |
| 1832 Asset Management L.P. | $38.6M | 796,320 | 0.02% | 31q | +3.0%+$1.1M |
| Morningstar Investment Management LLC | $38.1M | 793,418 | 2.35% | 5q | HELD |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $36.3M | 749,859 | 0.25% | 31q | -25.6%-$12.5M |
| Wedmont Private Capital | $35.7M | 743,512 | 0.98% | 19q | +9.0%+$2.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $34.3M | 708,368 | 0.04% | 31q | -4.2%-$1.5M |
| Farther Finance Advisors, LLC | $32.9M | 679,310 | 0.26% | 15q | +20.6%+$5.6M |
| Discipline Wealth Solutions, LLC | $31.9M | 658,093 | 2.78% | 11q | +9.7%+$2.8M |
| MilWealth Group LLC | $31.1M | 641,227 | 6.62% | 31q | +8.1%+$2.3M |
| Alaska Wealth Advisors, LLC | $31.0M | 640,132 | 3.36% | 31q | +2.5%+$765.8K |
| Marotta Asset Management | $30.8M | 637,117 | 5.12% | 26q | +3.9%+$1.2M |
| HARBOUR INVESTMENTS, INC. | $29.2M | 603,409 | 0.39% | 21q | +2.6%+$739.3K |
| Vise Technologies, Inc. | $29.2M | 602,669 | 0.33% | 17q | +12.6%+$3.3M |
| Kestra Advisory Services, LLC | $29.0M | 599,180 | 0.09% | 24q | +4.7%+$1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $28.8M | 595,099 | 1.42% | 15q | +9.0%+$2.4M |
| Sanctuary Advisors, LLC | $27.4M | 566,084 | 0.13% | 9q | -1.8%-$511.7K |
| BURRUS FINANCIAL SERVICES, INC. | $27.1M | 559,901 | 11.77% | 11q | HELD |
| McLean Asset Management Corp | $26.4M | 552,563 | 3.49% | 23q | +104.6%+$13.5M |
| Avior Wealth Management, LLC | $25.9M | 534,207 | 0.68% | 31q | +2.2%+$554.9K |
| GOLDMAN SACHS GROUP INC | $25.7M | 529,866 | 0.00% | 31q | +230.5%+$17.9M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $25.6M | 529,231 | 1.88% | 31q | -6.9%-$1.9M |
| Hassell Wealth Management, LLC | $25.4M | 531,498 | 7.80% | 9q | -2.4%-$634.5K |
| Luminvest Wealth Management LLC | $25.3M | 522,481 | 5.88% | 11q | +6.6%+$1.6M |
| Atria Investments, Inc | $24.7M | 509,082 | 0.25% | 31q | +2.4%+$573.3K |
| Wiser Wealth Management, Inc | $24.0M | 496,529 | 4.60% | 23q | -1.7%-$426.9K |
| Flagstone Financial Management | $24.0M | 496,358 | 5.38% | 15q | +4.3%+$989.1K |
| Advocacy Wealth Management, LLC | $23.8M | 491,698 | 0.87% | 5q | +9.9%+$2.1M |
| Rinkey Investments | $23.1M | 477,491 | 5.44% | 8q | -1.3%-$310.0K |
| GeoWealth Management, LLC | $22.8M | 470,493 | 0.72% | 15q | +2.5%+$553.4K |
| FIL Ltd | $22.6M | 467,137 | 0.02% | 31q | +8.7%+$1.8M |
| Financial Advisors Network, Inc. | $22.6M | 467,071 | 2.77% | 26q | -3.9%-$920.7K |
| Prospera Capital Management, LLC | $22.0M | 456,925 | 6.89% | 7q | +41.4%+$6.5M |
| BlueSky Wealth Advisors, LLC | $21.2M | 438,441 | 2.46% | 2q | +11.3%+$2.1M |
| Chandler Asset Management, Inc. | $20.9M | 432,285 | 2.95% | 35q | +7.4%+$1.4M |
| Creative Planning | $20.4M | 420,878 | 0.01% | 31q | +4.5%+$872.7K |
Showing the largest 100 of 1,118 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,084 | $46.0B | 950,109,819 | 87 | 528 | 298 | 0.0% |
| Q1 2026 | 1,091 | $40.7B | 847,917,093 | 130 | 544 | 244 | 0.0% |
| Q4 2025 | 1,044 | $38.6B | 798,625,998 | 109 | 507 | 228 | 0.0% |
| Q3 2025 | 957 | $48.9B | 988,364,708 | 80 | 472 | 257 | 0.0% |
| Q2 2025 | 942 | $35.9B | 725,258,851 | 118 | 425 | 270 | 0.0% |
| Q1 2025 | 876 | $32.8B | 671,250,070 | 87 | 359 | 296 | 0.0% |
| Q4 2024 | 883 | $32.4B | 659,637,911 | 58 | 395 | 235 | 0.0% |
| Q3 2024 | 813 | $42.3B | 840,281,908 | 92 | 371 | 225 | 0.0% |
| Q2 2024 | 769 | $39.3B | 806,593,989 | 70 | 337 | 243 | 0.0% |
| Q1 2024 | 764 | $35.1B | 713,114,873 | 66 | 365 | 215 | 0.0% |
| Q4 2023 | 765 | $38.7B | 783,303,232 | 72 | 297 | 243 | 0.0% |
| Q3 2023 | 691 | $25.2B | 526,281,810 | 59 | 295 | 209 | 0.0% |
| Q2 2023 | 673 | $24.4B | 498,901,286 | 48 | 278 | 214 | 0.0% |
| Q1 2023 | 651 | $23.0B | 471,060,061 | 59 | 253 | 230 | 0.0% |
| Q4 2022 | 634 | $11.6B | 245,387,032 | 76 | 171 | 272 | 0.0% |
| Q3 2022 | 676 | $23.0B | 481,656,752 | 46 | 226 | 291 | 0.0% |
| Q2 2022 | 722 | $23.4B | 472,922,493 | 66 | 222 | 321 | 0.0% |
| Q1 2022 | 726 | $23.8B | 453,738,380 | 55 | 279 | 262 | 0.0% |
| Q4 2021 | 747 | $23.0B | 417,177,185 | 66 | 326 | 190 | 0.0% |
| Q3 2021 | 666 | $23.0B | 403,826,422 | 52 | 331 | 162 | 0.0% |
| Q2 2021 | 664 | $21.6B | 384,470,393 | 55 | 320 | 172 | 0.0% |
| Q1 2021 | 668 | $20.0B | 349,721,315 | 53 | 336 | 172 | 0.0% |
| Q4 2020 | 679 | $19.0B | 324,040,649 | 60 | 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 | 486 | $15.9B | 271,359,718 | 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% |