SVB WEALTH LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$875,337
-9.7%
18,301
-7.8%
0.02%
+5.6%
Q2 2023$969,779
-5.1%
19,840
-5.0%
0.02%
+28.6%
Q1 2023$1,021,499
-19.6%
20,881
-22.0%
0.01%
-17.6%
Q4 2022$1,270,413
-9.3%
26,785
-8.7%
0.02%
-15.0%
Q3 2022$1,400,000
+34900.0%
29,332
+38494.7%
0.02%
Q2 2021$4,000
-98.2%
76
-98.1%
0.00%
-100.0%
Q1 2021$224,000
-10.0%
3,941
-7.4%
0.00%
-25.0%
Q4 2020$249,000
+9.7%
4,255
+9.2%
0.00%0.0%
Q3 2020$227,000
-3.8%
3,897
-5.1%
0.00%0.0%
Q2 2020$236,0000.0%4,105
-2.4%
0.00%
-33.3%
Q1 2020$236,000
-36.6%
4,205
-36.0%
0.01%
-14.3%
Q4 2019$372,000
+40.9%
6,572
+46.3%
0.01%
+40.0%
Q3 2019$264,000
-2.6%
4,491
-4.9%
0.01%
-44.4%
Q2 2019$271,0004,7210.01%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2023
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