1,202 institutions reported holding $41.79B of VANGUARD CHARLOTTE FDS (BNDX) in SEC 13F filings for 2026-03-31. Largest institutional holders: JPMORGAN CHASE & CO ($13.79B), BANK OF AMERICA CORP /DE/ ($6.01B), ENVESTNET ASSET MANAGEMENT INC ($2.85B), VANGUARD ADVISERS INC ($2.60B), MERCER GLOBAL ADVISORS INC /ADV ($1.74B). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $13.79B | 288.5M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $6.01B | 125.0M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $2.85B | 59.2M | Added |
| 4 | VANGUARD ADVISERS INC | $2.60B | 54.0M | New |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $1.74B | 36.3M | Added |
| 6 | Vanguard Global Advisers, LLC | $981.0M | 20.4M | New |
| 7 | Betterment LLC | $932.2M | 19.4M | Trimmed |
| 8 | Savant Capital, LLC | $867.7M | 18.1M | Added |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $758.5M | 15.8M | New |
| 10 | SEI INVESTMENTS CO | $588.6M | 12.3M | Added |
| 11 | LPL Financial LLC | $539.5M | 11.2M | Trimmed |
| 12 | Royal Bank of Canada | $465.0M | 9.7M | Added |
| 13 | Empower Advisory Group, LLC | $421.4M | 8.8M | Added |
| 14 | ALLIANCEBERNSTEIN L.P. | $370.1M | 7.7M | Added |
| 15 | Bank of New York Mellon Corp | $346.8M | 7.2M | Added |
| 16 | ASSETMARK, INC | $307.1M | 6.4M | Added |
| 17 | MORGAN STANLEY | $295.9M | 6.2M | Added |
| 18 | Cetera Investment Advisers | $271.3M | 5.6M | Added |
| 19 | LINCOLN NATIONAL CORP | $226.2M | 4.7M | Added |
| 20 | Envestnet Portfolio Solutions, Inc. | $194.2M | 4.0M | Trimmed |
| 21 | &PARTNERS | $190.6M | 4.0M | Added |
| 22 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $155.1M | 3.2M | New |
| 23 | Voya Investment Management LLC | $151.2M | 3.1M | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $144.8M | 3.0M | Added |
| 25 | AMERIPRISE FINANCIAL INC | $138.9M | 2.9M | Added |
Source: SEC Form 13F filings · as of 2026-03-31