Smithfield Trust Co - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.

Quarter-by-quarter ownership
Smithfield Trust Co ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$164
-2.4%
3,4240.0%0.01%0.0%
Q2 2023$1680.0%3,4240.0%0.01%
-9.1%
Q1 2023$168
+3.7%
3,424
+0.5%
0.01%0.0%
Q4 2022$162
-99.4%
3,408
+526.5%
0.01%
+450.0%
Q2 2022$27,0005440.00%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,301,367$61,72415.33%
Refined Wealth Management 350,712$16,634,27514.56%
ECLECTIC ASSOCIATES INC /ADV 574,199$27,234,26113.25%
Silver Oak Advisory Group, Inc. 365,034$17,31312.21%
Evolution Advisers, Inc. 315,100$14,94511.63%
Summit Wealth Group, LLC 206,485$9,79410.34%
Ally Invest Advisors Inc. 1,625,474$77,096,2429.67%
McCarthy Grittinger Financial Group, LLC 456,031$21,629,5628.87%
RETIREMENT CAPITAL STRATEGIES 379,309$17,990,6248.83%
Rappaport Reiches Capital Management, LLC 368,799$17,492,1448.64%
View complete list of VANGUARD CHARLOTTE FDS shareholders