BNDX — Vanguard Charlotte Fds Institutional Holders · Q3 2026

Name: Who Owns BNDX? 65 Institutions Hold $439M (Q3 2026)
Creator: ko.io

Who owns Vanguard Charlotte Fds (BNDX)? 65 institutions reported holding $438.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Eclectic Associates Inc ($52.4M), Apella Capital, LLC ($42.0M), CX Institutional ($38.8M).

Rank	Institution	Value	Shares	Change
1	ECLECTIC ASSOCIATES INC /ADV	$52.4M	1.1M	Added
2	Apella Capital, LLC	$42.0M	896,479	Trimmed
3	CX Institutional	$38.8M	827,903	Trimmed
4	Wedmont Private Capital	$37.3M	794,381	Added
5	Farther Finance Advisors, LLC	$34.8M	743,488	Added
6	Marotta Asset Management	$30.5M	650,940	Added
7	Boston Standard Wealth Management, LLC	$17.7M	378,454	Added
8	ATMOS ADVISORY, LLC	$15.1M	323,143	Added
9	CLUNE & ASSOCIATES, LTD.	$14.8M	314,887	Trimmed
10	SigFig Wealth Management, LLC	$14.7M	314,013	Added
11	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$11.5M	244,414	Added
12	Trust Co	$11.0M	234,450	Added
13	Aletheian Wealth Advisors LLC	$10.0M	213,144	Added
14	FC Advisory LLC	$9.8M	210,081	Trimmed
15	First Heartland Consultants, Inc.	$9.5M	202,683	Added
16	Paladin Partners, LLC	$7.6M	162,385	Added
17	RIVERSEDGE ADVISORS, LLC	$6.5M	138,139	Trimmed
18	Retirement Wealth Solutions LLC	$6.4M	137,083	Added
19	BRIGHTON SECURITIES CORP.	$6.0M	128,503	Added
20	Conrad Siegel Investment Advisors, Inc.	$5.7M	122,600	Added
21	Baron Financial Group, LLC	$5.7M	121,620	Added
22	Horizons Wealth Management	$5.6M	118,816	Added
23	Frisco Financial Planning LLC	$5.5M	117,361	Added
24	Veery Capital, LLC	$5.2M	111,551	Added
25	Emergent Wealth Advisors, LLC	$4.4M	92,985	Added

Source: SEC Form 13F filings · as of 2026-09-30