Allen Capital Group, 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
Allen Capital Group, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q4 2021$264,000
-5.4%
4,778
-2.6%
0.03%
-41.1%
Q3 2021$279,000
-92.0%
4,904
-92.0%
0.06%
-92.0%
Q2 2021$3,487,000
+8.2%
61,067
+8.2%
0.70%
-1.3%
Q1 2021$3,223,000
+33.6%
56,421
+36.9%
0.71%
+21.6%
Q4 2020$2,413,000
+13.1%
41,211
+12.6%
0.58%
+8.8%
Q3 2020$2,134,00036,5900.54%
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