Who Owns VANGUARD CHARLOTTE FDS (BNDX)? -- Institutional Holders (2026-06-30)
673 institutions reported holding $7.03B of VANGUARD CHARLOTTE FDS (BNDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($2.98B), ASSETMARK, INC ($363.3M), Cambridge Investment Research Advisors, Inc. ($304.2M), Envestnet Portfolio Solutions, Inc. ($201.3M), Mirae Asset Global Investments Co., Ltd. ($90.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.98B | 61.5M | Added |
| 2 | ASSETMARK, INC | $363.3M | 7.5M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $304.2M | 6.3M | Added |
| 4 | Envestnet Portfolio Solutions, Inc. | $201.3M | 4.2M | Added |
| 5 | Mirae Asset Global Investments Co., Ltd. | $90.0M | 1.9M | Added |
| 6 | Symmetry Partners, LLC | $77.2M | 1.6M | Added |
| 7 | TRUIST FINANCIAL CORP | $76.3M | 1.6M | Added |
| 8 | Hardy Reed LLC | $74.4M | 1.5M | Added |
| 9 | Burton Enright Welch | $56.9M | 1.2M | Added |
| 10 | CX Institutional | $56.1M | 1.2M | Trimmed |
| 11 | ECLECTIC ASSOCIATES INC /ADV | $52.3M | 1.1M | Added |
| 12 | COUNTRY TRUST BANK | $51.8M | 1.1M | Added |
| 13 | Retirement Investment Advisors, Inc. | $51.0M | 1.1M | Added |
| 14 | P/E Global LLC | $50.3M | 1.0M | Added |
| 15 | Clark Asset Management, LLC | $47.5M | 981,214 | Added |
| 16 | Apella Capital, LLC | $45.4M | 945,365 | Trimmed |
| 17 | Hamilton Point Investment Advisors, LLC | $44.5M | 919,347 | Added |
| 18 | CITIGROUP INC | $43.2M | 892,697 | Added |
| 19 | Morningstar Investment Management LLC | $38.1M | 793,418 | Hold |
| 20 | Sumitomo Mitsui DS Asset Management Company, Ltd | $36.3M | 749,859 | Trimmed |
| 21 | Wedmont Private Capital | $35.7M | 743,512 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $34.3M | 708,368 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $32.9M | 679,310 | Added |
| 24 | Discipline Wealth Solutions, LLC | $31.9M | 658,093 | Added |
| 25 | Human Investing LLC | $31.8M | 656,654 | Added |
Source: SEC Form 13F filings · as of 2026-06-30