Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD CHARLOTTE FDS (BNDX)

982 + Investors. Track Smart Money conviction in BNDX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +71
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — BNDX

Based on 981 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BNDX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
981 hedge funds hold BNDX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+137 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

693 buying327 selling
Last quarter: 693 funds were net buyers (175 opened a brand new position + 518 added to an existing one). Only 327 were sellers (223 trimmed + 104 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+84 vs last Q)

new funds entering per quarter
Funds opening a new BNDX position: 107 → 126 → 91 → 175. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
565 out of 981 hedge funds have held BNDX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

118 → 107 → 126 → 91 → 175 new funds/Q
New funds entering each quarter: 107 → 126 → 91 → 175. A growing number of institutions are discovering BNDX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 13% 1-2yr ■ 27% new
Of 982 current holders: 589 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
27 of 981 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in BNDX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BNDX

How many hedge funds hold BNDX — quarterly history vs. share price
Quarterly hedge fund ownership of BNDX vs. share price

Market Analysis: BNDX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BNDX

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 52 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BNDX
2026 Q1 Stats Unlock in 22 days 982 + Investors

Track Smart Money conviction in BNDX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 982 910 7.91%
13F Shares 828M 760M 8.98%
Total Value $39.67B $37.60B 5.51%
New Positions 175 91 +84
Increased Positions 518 482 +36
Closed Positions 104 83 +21
Reduced Positions 223 248 -25
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BNDX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

982 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BNDX. Verified SEC 13F-HR filings.

Top 25 institutional holders of BNDX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BURRUS FINANCIAL SERVICES, INC. 12.28% 558,338 $26.8M
2 DiPaolo Financial Group, Inc. 9.37% 267,921 $12.9M
3 ATMOS ADVISORY, LLC 8.60% 314,996 $15.1M
4 Financial Architects, LLC 8.48% 334,486 $16.1M
5 Livet Wealth, LLC 8.02% 262,547 $12.6M
6 Prospera Capital Management, LLC 7.78% 323,152 $15.5M
7 Sensenig Capital Advisors, Inc 7.55% 153,326 $7.4M
8 Parker Financial LLC 7.37% 385,008 $18.4M
9 ECLECTIC ASSOCIATES INC /ADV 6.74% 1,056,617 $50.8M
10 Ballentine Capital Advisors, Inc 6.65% 334,293 $16.1M
11 Grove Street Fiduciary, LLC 6.58% 310,768 $14.9M
12 Somnio Financial Group, LLC 5.77% 182,794 $8.8M
13 Flagstone Financial Management 5.68% 475,934 $22.9M
14 Marotta Asset Management 5.42% 613,248 $29.4M
15 Wiser Wealth Management, Inc 5.24% 505,344 $24.3M
16 Alaska Permanent Capital Management, LLC 5.20% 1,548,372 $74.2M
17 Aletheian Wealth Advisors LLC 4.81% 205,265 $9.9M
18 ShankerValleau Wealth Advisors, Inc. 4.57% 337,619 $16.2M
19 Silver Coast Investments LLC 4.37% 285,239 $13.7M
20 Upper Left Wealth Management, LLC 4.24% 149,379 $7.2M
21 Bedminster, LLC 4.22% 94,305 $4.5M
22 Retirement Wealth Solutions LLC 4.08% 134,796 $6.5M
23 Symmetry Partners, LLC 4.08% 1,485,668 $71.4M
24 Tribridge Partners Financial LLC 4.04% 203,571 $9.8M
25 Braun-Bostich & Associates Inc. 3.97% 131,965 $6.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VANGUARD CHARLOTTE FDS (BNDX)

What does the Smart Money Trend signal show for BNDX?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BNDX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BNDX?

More buyers than sellers — 68% buying: Last quarter: 693 funds were net buyers (175 opened a brand new position + 518 added to an existing one). Only 327 were sellers (223 trimmed + 104 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BNDX holders?

Elite ownership — 72% AUM from top-100 funds: 27 of 981 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in BNDX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BNDX?

58% of holders stayed for 2+ years: 565 out of 981 hedge funds have held BNDX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.