HBK Sorce Advisory LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. 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 Q1 2022
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