Who Owns VANGUARD CHARLOTTE FDS (BNDX)? -- Institutional Holders (2026-06-30)

1,203 institutions reported holding $45.64B of VANGUARD CHARLOTTE FDS (BNDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($15.05B), BANK OF AMERICA CORP /DE/ ($6.24B), VANGUARD GROUP INC ($4.84B), ENVESTNET ASSET MANAGEMENT INC ($2.98B), MERCER GLOBAL ADVISORS INC /ADV ($1.91B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$15.05B310.2MAdded
2BANK OF AMERICA CORP /DE/$6.24B128.8MAdded
3VANGUARD GROUP INC$4.84B100.0MAdded
4ENVESTNET ASSET MANAGEMENT INC$2.98B61.5MAdded
5MERCER GLOBAL ADVISORS INC /ADV$1.91B39.3MAdded
6Savant Capital, LLC$1.86B38.5MAdded
7Betterment LLC$983.2M20.3MAdded
8SEI INVESTMENTS CO$635.6M13.1MAdded
9LPL Financial LLC$555.4M11.5MAdded
10Royal Bank of Canada$501.6M10.4MAdded
11Empower Advisory Group, LLC$478.7M9.9MAdded
12ASSETMARK, INC$363.3M7.5MAdded
13Bank of New York Mellon Corp$352.7M7.3MAdded
14Cetera Investment Advisers$287.0M5.9MAdded
15SUSQUEHANNA INTERNATIONAL GROUP, LLP$278.6M5.8MAdded
16MORGAN STANLEY$245.6M5.1MTrimmed
17LINCOLN NATIONAL CORP$233.2M4.8MAdded
18&PARTNERS$209.6M4.3MAdded
19Envestnet Portfolio Solutions, Inc.$201.3M4.2MAdded
20TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$173.1M3.6MAdded
21ALLIANCEBERNSTEIN L.P.$166.8M3.5MTrimmed
22Voya Investment Management LLC$160.7M3.3MAdded
23Cambridge Investment Research Advisors, Inc.$152.1M3.1MAdded
24Ally Invest Advisors Inc.$128.9M2.7MAdded
25Beacon Pointe Advisors, LLC$121.3M2.5MAdded

Source: SEC Form 13F filings · as of 2026-06-30