VANGUARD CHARLOTTE FDS

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BNDX·92203J407·US·ETF·Unknown - Unknown

BNDX (VANGUARD CHARLOTTE FDS) is held by 120 institutional investors as of Q1 2026. Largest holders: JPMORGAN CHASE & CO ($13.8B), BANK OF AMERICA CORP /DE/ ($6B), ENVESTNET ASSET MANAGEMENT INC ($2.8B). Net institutional sentiment: Mixed.

120

Holders

(19 Elite)

$33B

Total Value

61% (128)

Consensus

78 buying - 50 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Holder Quality

★★★★★

Elite

★★★★

Strong

★★★

Solid

★★

Below

★

Weak

Held by 120 funds

19 elite

No recent insider, activist, or congressional trades found for this stock

Top Holders

Top Holders (120)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Increased	288.5M(+4.6%)	$13.8B	0.9%	+1.96%	47
BANK OF AMERICA CORP /DE/	Decreased	125M(-11.6%)	$6B	0.4%	+2.27%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	59.2M(+25.5%)	$2.8B	0.8%	+4.30%	55
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	36.3M(+4.5%)	$1.7B	2.6%	+4.36%	57
VGVanguard Global Advisers, LLC	New	20.4M	$981M	0.5%	-1.54%	62
Savant Capital, LLC	Increased	18.1M(+88.0%)	$867.7M	4.2%	+1.31%	91
VAVANGUARD CAPITAL MANAGEMENT LLC	New	15.8M	$758.5M	0.0%	-1.54%	44
SEI INVESTMENTS CO	Increased	12.3M(+6.3%)	$588.6M	0.5%	+4.43%	47
LPL Financial LLC	Decreased	11.2M(-0.7%)	$539.5M	0.1%	+5.54%	0
ROYAL BANK OF CANADA	Increased	9.7M(+10.3%)	$465M	0.1%	+1.93%	35
Empower Advisory Group, LLC	Increased	8.8M(+7.4%)	$421.4M	1.1%	+7.75%	53
ALLIANCEBERNSTEIN L.P.	Increased	7.7M(+40.7%)	$370.1M	0.1%	+1.28%	49
Bank of New York Mellon Corp	Increased	7.2M(+49.1%)	$346.8M	0.1%	-0.11%	43
ASSETMARK, INC	Increased	6.4M(+2.8%)	$307.1M	0.6%	+3.69%	45
MORGAN STANLEY	Increased	6.2M(+21.9%)	$295.9M	0.0%	+3.00%	37
Cetera Investment Advisers	Increased	5.6M(+5.7%)	$271.3M	0.3%	+6.46%	39
Envestnet Portfolio Solutions, Inc.	Decreased	4M(-60.4%)	$194.2M	1.1%	+10.23%	0
&PARTNERS	Increased	4M(+16.1%)	$190.6M	0.9%	+1.02%	50
VOYA INVESTMENT MANAGEMENT LLC	Increased	3.1M(+1086.9%)	$151.2M	0.2%	-1.19%	58
AMERIPRISE FINANCIAL INC	Increased	2.9M(+28.1%)	$138.9M	0.0%	+2.09%	38

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer