ACORN FINANCIAL ADVISORY SERVICES INC /ADV - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q2 2021$3,008,000
+12.0%
52,646
+12.1%
0.89%
-9.6%
Q1 2021$2,686,000
+64.9%
46,949
+68.9%
0.98%
+53.5%
Q4 2020$1,629,000
+31.9%
27,801
+30.9%
0.64%
-1.2%
Q3 2020$1,235,000
+81.9%
21,232
+80.5%
0.65%
+36.8%
Q2 2020$679,000
-43.5%
11,760
-45.0%
0.47%
-60.2%
Q1 2020$1,202,00021,3681.19%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 564,855$30,666,00021.22%
Annex Advisory Services, LLC 931,584$50,576,00012.28%
Symmetry Partners, LLC 284,375$15,439,00010.83%
Wilshire Advisors LLC 241,250$13,051,00010.34%
AllSquare Wealth Management LLC 188,118$10,213,0009.37%
RETIREMENT CAPITAL STRATEGIES 285,799$15,462,0008.94%
Boston Standard Wealth Management, LLC 199,678$10,841,000,0008.58%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 450,202$24,442,0006.61%
HT Partners LLC 201,909$10,962,0005.83%
Peak Financial Management, Inc. 462,684$25,120,0005.47%
View complete list of VANGUARD CHARLOTTE FDS shareholders