SILVER OAK SECURITIES, Inc - 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, Inc 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 ↓
ECLECTIC ASSOCIATES INC /ADV 725,834$34,716,61917.66%
Sensible Financial Planning & Management, LLC. 1,380,241$66,01716.60%
Refined Wealth Management 366,734$17,540,88815.74%
Silver Oak Advisory Group, Inc. 399,525$19,10912.38%
FISCHER INVESTMENT STRATEGIES, LLC 250,466$11,979,77812.16%
Summit Wealth Group, LLC 281,432$13,46112.01%
Evolution Advisers, Inc. 341,702$16,34311.83%
Ally Invest Advisors Inc. 1,655,073$79,162,1249.26%
GPWM LLC 213,049$10,190,1348.71%
McCarthy Grittinger Financial Group, LLC 454,273$21,727,8938.56%
View complete list of VANGUARD CHARLOTTE FDS shareholders