GeoWealth Management, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$150.0%3070.0%0.00%0.0%
Q2 2023$15
-11.8%
307
-10.2%
0.00%0.0%
Q1 2023$17
-76.7%
342
-77.7%
0.00%
-75.0%
Q4 2022$73
-100.0%
1,536
-99.2%
0.01%
-99.1%
Q3 2021$10,914,000
+768.3%
191,602
+786.3%
0.90%
+136.8%
Q3 2020$1,257,000
-88.4%
21,618
-88.3%
0.38%
-84.4%
Q3 2019$10,844,000184,3332.44%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,022,085$59,005,00025.32%
Brickley Wealth Management 672,008$38,795,00013.06%
Resource Planning Group 274,712$15,859,00011.86%
McCarthy Grittinger Financial Group, LLC 307,919$17,776,16510.54%
Ally Invest Advisors Inc. 589,501$34,032,00010.53%
Capstone Financial Advisors, Inc. 1,428,296$82,456,0009.43%
HT Partners LLC 362,809$20,945,0008.44%
AllSquare Wealth Management LLC 184,506$10,652,0008.02%
Summit Wealth Group, LLC 149,819$8,649,0007.91%
Avion Wealth 380,739$21,980,0007.65%
View complete list of VANGUARD CHARLOTTE FDS shareholders