SILVER OAK SECURITIES, INCORPORATED - 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
SILVER OAK SECURITIES, INCORPORATED ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$216,103
+70291.9%
4,518
-28.0%
0.05%
-4.1%
Q2 2023$307
+14.1%
6,278
+14.1%
0.05%
+11.4%
Q1 2023$269
-99.9%
5,502
+21.8%
0.04%
-6.4%
Q3 2022$216,103
-0.9%
4,518
+4.6%
0.05%
-4.1%
Q2 2022$218,0004,3180.05%
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