HBK Sorce Advisory LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 659 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. 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 Q2 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 887,146$48,385,00022.45%
Huber Financial Advisors, LLC 526,645$28,723,00022.03%
Resource Planning Group 335,959$18,323,00014.31%
Brickley Wealth Management 534,675$29,161,00013.76%
Symmetry Partners, LLC 506,238$27,610,00010.94%
RED CEDAR INVESTMENT MANAGEMENT, LLC 626,443$34,166,00010.10%
RETIREMENT CAPITAL STRATEGIES 305,478$16,661,0008.22%
AllSquare Wealth Management LLC 197,162$10,753,0008.02%
HT Partners LLC 369,957$20,135,0008.01%
Capstone Financial Advisors, Inc. 508,191$27,717,0006.89%
View complete list of VANGUARD CHARLOTTE FDS shareholders