Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Charlotte Fds (BNDX)

1K + 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
↑ +4
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — BNDX

Based on 1120 hedge funds · latest filing: 2026 Q2 · 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
1,120 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
+155 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 — 61% buying

688 buying440 selling
Last quarter: 688 funds were net buyers (126 opened a brand new position + 562 added to an existing one). Only 440 were sellers (318 trimmed + 122 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-48 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 100 → 197 → 174 → 126. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 22% new
617 out of 1,120 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.
➡️

Steady discovery — ~126 new funds/quarter

140 → 100 → 197 → 174 → 126 new funds/Q
New funds entering each quarter: 100 → 197 → 174 → 126. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 27% newcomers

■ 59% veterans ■ 14% 1-2yr ■ 27% new
Entry-cohort mix of 1,121 holders: 662 (59%) are 2+ year veterans, 158 entered 1–2 years ago, and 301 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
36 of 1116 holders are among the 100 largest funds by AUM, controlling 67% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — BNDX

In 2026 Q2, 688 hedge funds were net buyers of BNDX (126 opened a new position, 562 added to an existing one), while 440 reduced or exited (318 trimmed, 122 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in BNDX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 1120.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Vanguard Charlotte Fds (BNDX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BNDX has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
BNDX
-2.8%
SPY
+2.3%

BNDX outperformed SPY by -5.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
BNDX
-1.2%
SPY
-1.6%

Since the filing became public, BNDX outperformed SPY by +0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 78 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: BNDX
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1108 1116 -0.72%
13F Shares 860M 508M 69.35%
Total Value $40.13B $22.91B 75.17%
New Positions 121 174 -53
Increased Positions 562 578 -16
Closed Positions 125 115 +10
Reduced Positions 316 267 +49
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BNDX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
Top 25 BNDX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Burrus Financial Services, INC. 11.77% 559,901 $27.1M
2 Christian Investment Advisors, Inc. 10.05% 352,185 $17.1M
3 Partners in Financial Planning 9.46% 1,288,435 $62.4M
4 Golden Bell Financial Planning LLC 8.94% 251,039 $12.2M
5 DiPaolo Financial Group, Inc. 8.81% 278,303 $13.5M
6 Stone Loft Wealth Management LLC 8.45% 309,427 $14.9M
7 Atmos Advisory, LLC 8.05% 318,013 $15.4M
8 Financial Architects, LLC 7.95% 342,491 $16.6M
9 Livet Wealth, LLC 7.90% 282,984 $13.7M
10 Hassell Wealth Management, LLC 7.80% 531,498 $25.4M
11 Ally Invest Advisors Inc. 7.79% 2,662,224 $128.9M
12 Sensenig Capital Advisors, Inc 7.30% 164,780 $8.0M
13 Parker Financial LLC 6.91% 390,210 $18.9M
14 Prospera Capital Management, LLC 6.89% 456,925 $22.0M
15 Ballentine Capital Advisors, Inc 6.77% 370,719 $18.0M
16 Burton Enright Welch 6.68% 1,174,634 $56.9M
17 MilWealth Group LLC 6.62% 641,227 $31.1M
18 Grove Street Fiduciary, LLC 6.35% 310,499 $15.0M
19 Hamilton Point Investment Advisors, LLC 6.27% 919,347 $44.5M
20 Lincoln National Corp 5.97% 4,815,071 $233.2M
21 Eclectic Associates Inc /Adv 5.96% 1,080,386 $52.3M
22 Prospect Financial Group LLC 5.90% 151,161 $7.3M
23 Luminvest Wealth Management LLC 5.88% 522,481 $25.3M
24 Somnio Financial Group, LLC 5.55% 193,561 $9.4M
25 Ni Acquisitions Company, LLC 5.50% 266,258 $12.9M
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 — 61% buying: Last quarter: 688 funds were net buyers (126 opened a brand new position + 562 added to an existing one). Only 440 were sellers (318 trimmed + 122 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BNDX holders?

Elite ownership — 67% AUM from top-100 funds: 36 of 1116 holders are among the 100 largest funds by AUM, controlling 67% 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?

55% of holders stayed for 2+ years: 617 out of 1,120 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.

Is it too late to buy Vanguard Charlotte Fds (BNDX) following the 2026 Q2 hedge fund 13F filings?

As of today, BNDX has moved -1.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), BNDX has gained -2.8% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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