BNDX · Insider trading · 13F holders · Congress trades
Vanguard Charlotte Fds (BNDX)
Who is buying and selling BNDX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 372
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BNDX at a glance
- No open-market insider purchases or sales of BNDX were filed in the last 90 days.
- 372 13F filers hold BNDX among their 50 largest positions, worth $39.6B combined. The biggest bets by portfolio weight are Burrus Financial Services, Inc. (12.4%), Silver Oak Advisory Group, Inc. (10.4%) and Christian Investment Advisors, Inc. (10.1%). In their latest 13Fs, 3 managers opened a new position and 131 added to one.
- No member of Congress has disclosed a trade in BNDX.
BNDX insider trading
No open-market insider purchases or sales of BNDX were filed in the last 90 days.
Who owns BNDX? Hedge funds and superinvestors
372 13F filers hold BNDX among their 50 largest positions, worth $39.6B combined. The biggest bets by portfolio weight are Burrus Financial Services, Inc. (12.4%), Silver Oak Advisory Group, Inc. (10.4%) and Christian Investment Advisors, Inc. (10.1%). In their latest 13Fs, 3 managers opened a new position and 131 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Jpmorgan Chase & CoBank & trust | 0.9% | $15.1B | 310,184,158 | +7.5% shares | Q2 2026 |
| Bank of America Corp /de/Bank & trust | 0.4% | $6.2B | 128,817,197 | +3.0% shares | Q2 2026 |
| Envestnet Asset Management IncWealth manager | 0.7% | $3.0B | 61,515,090 | +3.9% shares | Q2 2026 |
| Vanguard Advisers IncWealth manager | 9.7% | $2.8B | 58,846,335 | +9.0% shares | Q2 2026 |
| Mercer Global Advisors Inc /advInvestment manager | 2.4% | $1.9B | 39,340,451 | +8.4% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 5.5% | $1.9B | 38,533,386 | +113.4% shares | Q2 2026 |
| Vanguard Global Advisers, LLCHedge fund | 0.5% | $1.1B | 21,942,307 | +7.5% shares | Q2 2026 |
| Betterment LLCWealth manager | 1.7% | $983.2M | 20,301,516 | +4.6% shares | Q2 2026 |
| Sei Investments CoBroker-dealer | 0.6% | $635.6M | 13,123,557 | +7.1% shares | Q2 2026 |
| Empower Advisory Group, LLCWealth manager | 1.1% | $478.7M | 9,884,431 | +12.7% shares | Q2 2026 |
| Assetmark, IncWealth manager | 0.6% | $341.3M | 7,281,839 | -2.9% shares | Q3 2026 |
| Lincoln National CorpInsurance company | 6.0% | $233.2M | 4,815,071 | +2.3% shares | Q2 2026 |
| &partnersHedge fund | 0.9% | $209.6M | 4,325,800 | +9.2% shares | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 1.0% | $201.3M | 4,156,520 | +2.8% shares | Q2 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 0.6% | $173.1M | 3,573,990 | +10.7% shares | Q2 2026 |
| Cambridge Investment Research Advisors, Inc.Wealth manager | 0.4% | $152.1M | 3,140,768 | +4.2% shares | Q2 2026 |
| Ally Invest Advisors Inc.Wealth manager | 7.8% | $128.9M | 2,662,224 | +4.8% shares | Q2 2026 |
| Beacon Pointe Advisors, LLCWealth manager | 0.6% | $121.3M | 2,503,755 | +0.5% shares | Q2 2026 |
| Hantz Financial Services, Inc.Wealth manager | 1.5% | $113.1M | 2,335,059 | +22.3% shares | Q2 2026 |
| Symmetry Partners, LLCWealth manager | 4.0% | $77.8M | 1,659,596 | +4.2% shares | Q3 2026 |
| Hardy Reed LLCWealth manager | 4.8% | $74.4M | 1,535,784 | +5.6% shares | Q2 2026 |
| Prime Capital Investment Advisors, LLCAsset manager | 0.7% | $67.6M | 1,442,825 | +1.3% shares | Q3 2026 |
| Vestmark Advisory Solutions, Inc.Wealth manager | 0.6% | $65.2M | 1,346,913 | +15.8% shares | Q2 2026 |
| Pure Financial Advisors, LLCWealth manager | 0.8% | $64.8M | 1,338,153 | +7.2% shares | Q2 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 1.3% | $64.8M | 1,337,537 | -38.2% shares | Q2 2026 |
| Partners in Financial PlanningWealth manager | 9.5% | $62.4M | 1,288,435 | +4.2% shares | Q2 2026 |
| Atomic Invest LLCInstitutional asset manager | 5.4% | $61.4M | 1,265,567 | +1490.5% shares | Q2 2026 |
| CreativeOne Wealth, LLCWealth manager | 1.2% | $57.4M | 1,184,598 | +3.4% shares | Q2 2026 |
| Burton Enright WelchWealth manager | 6.7% | $56.9M | 1,174,634 | +15.0% shares | Q2 2026 |
| Capstone Financial Advisors, Inc.Wealth manager | 2.7% | $54.5M | 1,124,674 | +3.0% shares | Q2 2026 |
The 30 largest of 372 positions, by value. Each manager counts with its latest 13F (Q3 2026: 166, Q2 2026: 198, Q1 2026: 8). Screen BNDX in the grand portfolio →
BNDX stock trades by members of Congress
No member of Congress has disclosed a trade in BNDX.
BNDX questions and answers
Are insiders buying BNDX stock?
No open-market insider purchases or sales of BNDX were filed in the last 90 days.
Which hedge funds own BNDX?
372 13F filers hold BNDX among their 50 largest positions, worth $39.6B combined. The biggest bets by portfolio weight are Burrus Financial Services, Inc. (12.4%), Silver Oak Advisory Group, Inc. (10.4%) and Christian Investment Advisors, Inc. (10.1%). In their latest 13Fs, 3 managers opened a new position and 131 added to one.
Has Congress traded BNDX?
No member of Congress has disclosed a trade in BNDX.
Who is the largest holder of BNDX?
Among 13F filers, Jpmorgan Chase & Co reports the largest BNDX position, $15.1B (310,184,158 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Burrus Financial Services, Inc.'s: 12.4% of its portfolio.
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