Vault-13

VANGUARD CHARLOTTE FDS BNDX

TOTAL INT BD ETF · ETP · CUSIP 92203J407

1,115 institutional holders -15 vs Q1 2026
943,016,480943.0m shares reported held*
$45.7bnreported value*
88 new 575 added 319 reduced 96 sold out net bought ≈ $3.7bn (+75.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($84.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.45. Options: 3 managers hold calls ($2.9m notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 683Q4 22: 752Q1 23: 734Q2 23: 744Q3 23: 763Q4 23: 839Q1 24: 840Q2 24: 834Q3 24: 866Q4 24: 937Q1 25: 934Q2 25: 990Q3 25: 996Q4 25: 1,087Q1 26: 1,130Q2 26: 1,1151,115Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022683
Q4 2022752
Q1 2023734
Q2 2023744
Q3 2023763
Q4 2023839
Q1 2024840
Q2 2024834
Q3 2024866
Q4 2024937
Q1 2025934
Q2 2025990
Q3 2025996
Q4 20251,087
Q1 20261,130
Q2 20261,115

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ3 24: 527 bought or addedQ3 24: 317 cut or sold outQ4 24: 504 bought or addedQ4 24: 336 cut or sold outQ4 24Q1 25: 509 bought or addedQ1 25: 421 cut or sold outQ2 25: 590 bought or addedQ2 25: 372 cut or sold outQ2 25Q3 25: 604 bought or addedQ3 25: 348 cut or sold outQ4 25: 666 bought or addedQ4 25: 332 cut or sold outQ4 25Q1 26: 734 bought or addedQ1 26: 368 cut or sold outQ2 26: 663 bought or addedQ2 26: 415 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024527317
Q4 2024504336
Q1 2025509421
Q2 2025590372
Q3 2025604348
Q4 2025666332
Q1 2026734368
Q2 2026663415

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 25 calls: $1.8mQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $2.4mQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $3.6mQ1 26 puts: $43.2kQ1 26P/C 0.01Q2 26 calls: $2.9mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$1.8m$00.00
Q4 2025$2.4m$00.00
Q1 2026$3.6m$43.2k0.01
Q2 2026$2.9m$00.00

Biggest buyers

JPMORGAN CHASE & CO Added +21,645,330+21.6m
Savant Capital, LLC Added +20,474,808+20.5m
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +5,720,864+5.7m
VANGUARD ADVISERS INC Added +4,839,199+4.8m
BANK OF AMERICA CORP /DE/ Added +3,804,781+3.8m
VANGUARD CAPITAL MANAGEMENT LLC Added +3,316,939+3.3m
Cambridge Investment Research Advisors, Inc. Added +3,268,445+3.3m
MERCER GLOBAL ADVISORS INC /ADV Added +3,058,915+3.1m
ENVESTNET ASSET MANAGEMENT INC Added +2,286,457+2.3m
Vanguard Global Advisers, LLC Added +1,525,304+1.5m

Biggest sellers

ALLIANCEBERNSTEIN L.P. Reduced -4,186,633-4.2m
OneDigital Investment Advisors LLC Reduced -1,201,190-1.2m
MORGAN STANLEY Reduced -1,086,498-1.1m
Kestra Investment Management, LLC Reduced -825,522-825.5k
Corient Private Wealth LP Reduced -811,835-811.8k
Alaska Permanent Capital Management, LLC Reduced -517,558-517.6k
WELLS FARGO & COMPANY/MN Reduced -500,278-500.3k
AMERIPRISE FINANCIAL INC Reduced -489,105-489.1k
COLDSTREAM CAPITAL MANAGEMENT INC Reduced -388,046-388.0k
EverSource Wealth Advisors, LLC Reduced -348,630-348.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.6m32.2k shares
CITADEL ADVISORS LLC Reduced $1.1m22.1k shares
SIMPLEX TRADING, LLC New $280.9k5.8k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.88% of their portfolio NEW YORK, NY 310,184,158310.2m $15.1bn $15.1bn 0.88% Added +21.6m +21,645,330
2 BANK OF AMERICA CORP /DE/ 0.40% of their portfolio CHARLOTTE, NC 128,817,197128.8m $6.2bn $6.2bn 0.40% Added +3.8m +3,804,781
3 ENVESTNET ASSET MANAGEMENT INC 0.70% of their portfolio Berwyn, PA 61,515,09061.5m $3.0bn $3.0bn 0.70% Added +2.3m +2,286,457
4 VANGUARD ADVISERS INC 9.70% of their portfolio Malvern, PA 58,846,33558.8m $2.8bn $2.8bn 9.70% Added +4.8m +4,839,199
5 MERCER GLOBAL ADVISORS INC /ADV 2.35% of their portfolio DENVER, CO 39,340,45139.3m $1.9bn $1.9bn 2.35% Added +3.1m +3,058,915
6 Savant Capital, LLC 5.46% of their portfolio ROCKFORD, IL 38,533,38638.5m $1.9bn $1.9bn 5.46% Added +20.5m +20,474,808
7 Vanguard Global Advisers, LLC 0.50% of their portfolio MALVERN, PA 21,942,30721.9m $1.1bn $1.1bn 0.50% Added +1.5m +1,525,304
8 Betterment LLC 1.66% of their portfolio NEW YORK, NY 20,301,51620.3m $983.2m $983.2m 1.66% Added +900.9k +900,942
9 VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio MALVERN, PA 19,103,37619.1m $925.2m $925.2m 0.02% Added +3.3m +3,316,939
10 SEI INVESTMENTS CO 0.56% of their portfolio OAKS, PA 13,123,55713.1m $635.6m $635.6m 0.56% Added +873.5k +873,474
11 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 11,468,62211.5m $555.4m $555.4m 0.12% Added +240.6k +240,581
12 ROYAL BANK OF CANADA 0.08% of their portfolio TORONTO, A6 10,357,59610.4m $501.6m $501.6m 0.08% Added +680.4k +680,387
13 Empower Advisory Group, LLC 1.14% of their portfolio Greenwood Village, CO 9,884,4319.9m $478.7m $478.7m 1.14% Added +1.1m +1,115,273
14 ASSETMARK, INC 0.62% of their portfolio CONCORD, CA 7,501,1317.5m $363.3m $363.3m 0.62% Added +1.1m +1,110,221
15 Bank of New York Mellon Corp 0.06% of their portfolio NEW YORK, NY 7,282,7457.3m $352.7m $352.7m 0.06% Added +66.2k +66,172
16 Cambridge Investment Research Advisors, Inc. 0.35% of their portfolio FAIRFIELD, IA 6,281,5726.3m $304.2m $304.2m 0.35% Added +3.3m +3,268,445
17 Cetera Investment Advisers 0.26% of their portfolio SCHAUMBURG, IL 5,925,0875.9m $287.0m $287.0m 0.26% Added +278.5k +278,498
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.25% of their portfolio BALA CYNWYD, PA 5,720,8645.7m $277.1m $277.1m 0.25% New
19 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,072,0905.1m $245.6m $245.6m 0.01% Reduced -1.1m -1,086,498
20 LINCOLN NATIONAL CORP 5.97% of their portfolio RADNOR, PA 4,815,0714.8m $233.2m $233.2m 5.97% Added +106.7k +106,727
21 &PARTNERS 0.86% of their portfolio NASHVILLE, TN 4,325,8004.3m $209.6m $209.6m 0.86% Added +366.2k +366,156
22 Envestnet Portfolio Solutions, Inc. 0.96% of their portfolio BERWYN, PA 4,156,5204.2m $201.3m $201.3m 0.96% Added +115.0k +114,975
23 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.60% of their portfolio CHARLOTTE, NC 3,573,9903.6m $173.1m $173.1m 0.60% Added +345.6k +345,635
24 ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio NASHVILLE, TN 3,471,8773.5m $166.8m $166.8m 0.06% Reduced -4.2m -4,186,633
25 VOYA INVESTMENT MANAGEMENT LLC 0.14% of their portfolio ATLANTA, GA 3,317,5953.3m $160.7m $160.7m 0.14% Added +170.0k +169,983
26 Ally Invest Advisors Inc. 7.79% of their portfolio CHARLOTTE, NC 2,662,2242.7m $128.9m $128.9m 7.79% Added +122.3k +122,349
27 Beacon Pointe Advisors, LLC 0.56% of their portfolio NEWPORT BEACH, CA 2,503,7552.5m $121.3m $121.3m 0.56% Added +13.3k +13,341
28 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 2,434,4162.4m $117.7m $117.7m 0.02% Reduced -489.1k -489,105
29 HANTZ FINANCIAL SERVICES, INC. 1.53% of their portfolio SOUTHFIELD, MI 2,335,0592.3m $113.1m $113.1m 1.53% Added +425.3k +425,256
30 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,194,3192.2m $106.3m $106.3m 0.03% Added +109.4k +109,406
31 MML INVESTORS SERVICES, LLC 0.20% of their portfolio SPRINGFIELD, MA 2,052,3832.1m $99.4m $99.4m 0.20% Added +380.6k +380,588
32 Janney Montgomery Scott LLC 0.19% of their portfolio PHILADELPHIA, PA 2,034,3452.0m $98.5m $98.5m 0.19% Added +75.7k +75,654
33 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 1,963,5002.0m $95.1m $95.1m 0.02% Added +1.1m +1,090,601
34 Mirae Asset Global Investments Co., Ltd. 0.17% of their portfolio SEOUL, M5 1,859,1381.9m $90.0m $90.0m 0.17% Added +124.7k +124,746
35 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 1,789,1791.8m $86.7m $86.7m 0.10% Added +35.8k +35,781
36 Cerity Partners LLC 0.10% of their portfolio NEW YORK, NY 1,710,2451.7m $82.8m $82.8m 0.10% Added +340.3k +340,328
37 Symmetry Partners, LLC 3.93% of their portfolio GLASTONBURY, CT 1,593,3221.6m $77.2m $77.2m 3.93% Added +107.7k +107,654
38 TRUIST FINANCIAL CORP 0.09% of their portfolio CHARLOTTE, NC 1,574,6811.6m $76.3m $76.3m 0.09% Added +31.8k +31,782
39 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,555,6521.6m $75.3m $75.3m 0.01% Reduced -500.3k -500,278
40 Hardy Reed LLC 4.78% of their portfolio TUPELO, MS 1,535,7841.5m $74.4m $74.4m 4.78% Added +81.9k +81,916
41 Prime Capital Investment Advisors, LLC 0.67% of their portfolio OVERLAND PARK, KS 1,423,6821.4m $68.9m $68.9m 0.67% Added +49.5k +49,540
42 Vestmark Advisory Solutions, Inc. 0.61% of their portfolio Wakefield, MA 1,346,9131.3m $65.2m $65.2m 0.61% Added +183.6k +183,644
43 Pure Financial Advisors, LLC 0.82% of their portfolio SAN DIEGO, CA 1,338,1531.3m $64.8m $64.8m 0.82% Added +90.2k +90,217
44 Kestra Investment Management, LLC 1.25% of their portfolio AUSTIN, TX 1,337,5371.3m $64.8m $64.8m 1.25% Reduced -825.5k -825,522
45 Partners in Financial Planning 9.46% of their portfolio SALEM, VA 1,288,4351.3m $62.4m $62.4m 9.46% Added +51.8k +51,846
46 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 1,282,8411.3m $62.1m $62.1m 0.04% Added +780.1k +780,127
47 CreativeOne Wealth, LLC 1.24% of their portfolio OVERLAND PARK, KS 1,184,5981.2m $57.4m $57.4m 1.24% Added +38.6k +38,631
48 Burton Enright Welch 6.68% of their portfolio WALNUT CREEK, CA 1,174,6341.2m $56.9m $56.9m 6.68% Added +153.3k +153,267
49 CX Institutional 1.62% of their portfolio AUBURN, IN 1,159,3751.2m $56.1m $56.1m 1.62% Reduced -228.2k -228,180
50 Capstone Financial Advisors, Inc. 2.65% of their portfolio DOWNERS GROVE, IL 1,124,6741.1m $54.5m $54.5m 2.65% Added +32.3k +32,268
51 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 1,117,2221.1m $54.1m $54.1m 0.01% New
52 ECLECTIC ASSOCIATES INC /ADV 5.96% of their portfolio FULLERTON, CA 1,080,3861.1m $52.3m $52.3m 5.96% Added +23.8k +23,769
53 Orion Porfolio Solutions, LLC 0.40% of their portfolio OMAHA, NE 1,074,7291.1m $52.0m $52.0m 0.40% Added +262.9k +262,920
54 COUNTRY TRUST BANK 0.91% of their portfolio Bloomington, IL 1,068,7481.1m $51.8m $51.8m 0.91% Added +3.8k +3,750
55 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 1,068,3951.1m $51.8m $51.8m 0.02% Added +226.8k +226,791
56 Retirement Investment Advisors, Inc. 3.63% of their portfolio OKLAHOMA CITY, OK 1,064,0601.1m $51.0m $51.0m 3.63% Added +68.1k +68,131
57 P/E Global LLC 3.23% of their portfolio BOSTON, MA 1,038,4781.0m $50.3m $50.3m 3.23% Added +66.8k +66,786
58 PDS Planning, Inc 2.90% of their portfolio DUBLIN, OH 1,034,9891.0m $50.1m $50.1m 2.90% Added +20.6k +20,562
59 Alaska Permanent Capital Management, LLC 3.26% of their portfolio ANCHORAGE, AK 1,030,8141.0m $49.9m $49.9m 3.26% Reduced -517.6k -517,558
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 993,069993.1k $48.1m $48.1m 0.03% Reduced -38.8k -38,780
61 Clark Asset Management, LLC 3.73% of their portfolio STRATHAM, NH 981,214981.2k $47.5m $47.5m 3.73% Added +103.1k +103,146
62 Apella Capital, LLC 0.64% of their portfolio WEST HARTFORD, CT 945,365945.4k $45.4m $45.4m 0.64% Reduced -29.6k -29,586
63 Hamilton Point Investment Advisors, LLC 6.27% of their portfolio CHAPEL HILL, NC 919,347919.3k $44.5m $44.5m 6.27% Added +23.7k +23,712
64 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 892,697892.7k $43.2m $43.2m 0.02% Added +105.0k +105,007
65 NewEdge Advisors, LLC 0.12% of their portfolio NEW ORLEANS, LA 840,831840.8k $40.7m $40.7m 0.12% Added +79.1k +79,052
66 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 833,549833.5k $40.4m $40.4m 0.03% Added +31.2k +31,245
67 Horizon Investments, LLC 0.44% of their portfolio Charlotte, NC 831,460831.5k $40.1m $40.1m 0.44% Added +119.0k +119,050
68 UBS Group AG 0.01% of their portfolio ZURICH, V8 802,768802.8k $38.9m $38.9m 0.01% Added +71.7k +71,747
69 Valmark Advisers, Inc. 0.41% of their portfolio AKRON, OH 796,548796.5k $38.6m $38.6m 0.41% Added +58.6k +58,561
70 1832 Asset Management L.P. 0.05% of their portfolio TORONTO, A6 796,320796.3k $38.6m $38.6m 0.05% Added +22.8k +22,829
71 Morningstar Investment Management LLC 2.35% of their portfolio CHICAGO, IL 793,418793.4k $38.1m $38.1m 2.35% Unchanged
72 Sumitomo Mitsui DS Asset Management Company, Ltd 0.25% of their portfolio TOKYO, M0 749,859749.9k $36.3m $36.3m 0.25% Reduced -258.1k -258,092
73 Wedmont Private Capital 0.98% of their portfolio WEST CHESTER, PA 743,512743.5k $35.7m $35.7m 0.98% Added +61.1k +61,086
74 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 708,368708.4k $34.3m $34.3m 0.04% Reduced -31.2k -31,192
75 Farther Finance Advisors, LLC 0.26% of their portfolio SAN FRANCISCO, CA 679,310679.3k $32.9m $32.9m 0.26% Added +116.0k +115,952
76 Discipline Wealth Solutions, LLC 2.78% of their portfolio GREENVILLE, SC 658,093658.1k $31.9m $31.9m 2.78% Added +58.3k +58,330
77 Human Investing LLC 4.12% of their portfolio LAKE OSWEGO, OR 656,654656.7k $31.8m $31.8m 4.12% Added +29.4k +29,435
78 MilWealth Group LLC 6.62% of their portfolio MILWAUKEE, WI 641,227641.2k $31.1m $31.1m 6.62% Added +48.3k +48,277
79 Alaska Wealth Advisors, LLC 3.36% of their portfolio ANCHORAGE, AK 640,132640.1k $31.0m $31.0m 3.36% Added +15.8k +15,813
80 Marotta Asset Management 5.12% of their portfolio CHARLOTTESVILLE, VA 637,117637.1k $30.8m $30.8m 5.12% Added +23.9k +23,869
81 HARBOUR INVESTMENTS, INC. 0.39% of their portfolio MADISON, WI 603,409603.4k $29.2m $29.2m 0.39% Added +15.3k +15,265
82 Vise Technologies, Inc. 0.33% of their portfolio NEW YORK, NY 602,669602.7k $29.2m $29.2m 0.33% Added +67.3k +67,270
83 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 599,180599.2k $29.0m $29.0m 0.09% Added +26.7k +26,731
84 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.42% of their portfolio Westlake, OH 595,099595.1k $28.8m $28.8m 1.42% Added +49.0k +48,950
85 Merit Financial Group, LLC 0.18% of their portfolio ALPHARETTA, GA 590,624590.6k $28.6m $28.6m 0.18% Added +144.1k +144,138
86 Avion Wealth 5.14% of their portfolio THE WOODLANDS, TX 570,842570.8k $27.6m $27.6m 5.14% Added +20.6k +20,565
87 Sanctuary Advisors, LLC 0.13% of their portfolio INDIANAPOLIS, IN 566,084566.1k $27.4m $27.4m 0.13% Reduced -10.6k -10,566
88 BURRUS FINANCIAL SERVICES, INC. 11.77% of their portfolio SALT LAKE CITY, UT 559,901559.9k $27.1m $27.1m 11.77% Added +1.6k +1,563
89 Evolution Advisers, Inc. 9.85% of their portfolio RICHMOND, VA 553,304553.3k $26.8m $26.8m 9.85% Added +102.1k +102,074
90 McLean Asset Management Corp 3.49% of their portfolio TYSONS, VA 552,563552.6k $26.4m $26.4m 3.49% Added +282.4k +282,434
91 Silver Oak Advisory Group, Inc. 10.39% of their portfolio PORTLAND, OR 544,324544.3k $26.4m $26.4m 10.39% Added +14.0k +14,011
92 Avior Wealth Management, LLC 0.68% of their portfolio OMAHA, NE 534,207534.2k $25.9m $25.9m 0.68% Added +11.5k +11,457
93 Hassell Wealth Management, LLC 7.80% of their portfolio Houma, LA 531,498531.5k $25.4m $25.4m 7.80% Reduced -13.3k -13,266
94 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 529,866529.9k $25.7m $25.7m 0.00% Added +369.5k +369,531
95 PHILLIPS FINANCIAL MANAGEMENT, LLC 1.88% of their portfolio FORT WAYNE, IN 529,231529.2k $25.6m $25.6m 1.88% Reduced -39.3k -39,293
96 Luminvest Wealth Management LLC 5.88% of their portfolio SCOTTSDALE, AZ 522,481522.5k $25.3m $25.3m 5.88% Added +32.3k +32,329
97 Atria Investments, Inc 0.25% of their portfolio Charlotte, NC 509,082509.1k $24.7m $24.7m 0.25% Added +11.8k +11,838
98 Wiser Wealth Management, Inc 4.60% of their portfolio MARIETTA, GA 496,529496.5k $24.0m $24.0m 4.60% Reduced -8.8k -8,815
99 Flagstone Financial Management 5.38% of their portfolio LINCOLN, NE 496,358496.4k $24.0m $24.0m 5.38% Added +20.4k +20,424
100 Advocacy Wealth Management, LLC 0.87% of their portfolio ATLANTA, GA 491,698491.7k $23.8m $23.8m 0.87% Added +44.1k +44,138