HBK Sorce Advisory LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q4 2021$457,000
+110.6%
8,284
+117.7%
0.02%
+91.7%
Q3 2021$217,000
-13.5%
3,805
-13.4%
0.01%
-20.0%
Q1 2021$251,000
-9.7%
4,393
-7.4%
0.02%
-11.8%
Q4 2020$278,000
-67.1%
4,742
-70.3%
0.02%
-92.3%
Q4 2015$844,00015,9610.22%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2020
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