TIEDEMANN ADVISORS, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$389,604
-1.7%
8,146
+0.5%
0.02%0.0%
Q2 2023$396,194
+0.4%
8,105
+0.4%
0.02%
-5.6%
Q1 2023$394,789
+3.4%
8,070
+0.2%
0.02%0.0%
Q4 2022$381,801
+0.2%
8,050
+0.8%
0.02%
-21.7%
Q3 2022$381,000
-4.0%
7,986
-0.1%
0.02%
-23.3%
Q2 2022$397,000
-5.3%
7,996
+0.2%
0.03%
+42.9%
Q1 2022$419,000
-4.3%
7,978
+0.6%
0.02%0.0%
Q4 2021$438,0000.0%7,934
+3.1%
0.02%
-8.7%
Q3 2021$438,0000.0%7,693
+0.2%
0.02%
+27.8%
Q2 2021$438,0000.0%7,677
+0.2%
0.02%
-5.3%
Q1 2021$438,000
-2.2%
7,661
+0.2%
0.02%
-13.6%
Q4 2020$448,000
+1.1%
7,649
+0.5%
0.02%
+4.8%
Q3 2020$443,0007,6130.02%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 564,855$30,666,00021.22%
Annex Advisory Services, LLC 931,584$50,576,00012.28%
Symmetry Partners, LLC 284,375$15,439,00010.83%
Wilshire Advisors LLC 241,250$13,051,00010.34%
AllSquare Wealth Management LLC 188,118$10,213,0009.37%
RETIREMENT CAPITAL STRATEGIES 285,799$15,462,0008.94%
Boston Standard Wealth Management, LLC 199,678$10,841,000,0008.58%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 450,202$24,442,0006.61%
HT Partners LLC 201,909$10,962,0005.83%
Peak Financial Management, Inc. 462,684$25,120,0005.47%
View complete list of VANGUARD CHARLOTTE FDS shareholders