Evanson Asset Management, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$328,258
-1.4%
6,863
+0.7%
0.03%0.0%
Q2 2023$333,064
+0.3%
6,814
+0.4%
0.03%
-9.1%
Q1 2023$331,949
+3.4%
6,786
+0.3%
0.03%
-5.7%
Q4 2022$321,067
+0.0%
6,769
+0.7%
0.04%
-7.9%
Q3 2022$321,000
-7.5%
6,723
-4.0%
0.04%0.0%
Q2 2022$347,000
-1.1%
7,003
+4.7%
0.04%
+11.8%
Q1 2022$351,000
-4.6%
6,689
+0.2%
0.03%
+3.0%
Q4 2021$368,000
-27.4%
6,678
-24.8%
0.03%
-36.5%
Q3 2021$507,000
+0.2%
8,886
+0.2%
0.05%
-1.9%
Q2 2021$506,000
+25.6%
8,867
+28.1%
0.05%
-27.4%
Q3 2020$403,000
+1.0%
6,923
+0.2%
0.07%
-7.6%
Q2 2020$399,000
+2.6%
6,908
+0.4%
0.08%
+3.9%
Q4 2019$389,000
-5.8%
6,883
-4.6%
0.08%
-8.4%
Q2 2019$413,000
+30.7%
7,212
+24.0%
0.08%
+15.3%
Q4 2018$316,000
-15.1%
5,817
-17.2%
0.07%
-48.6%
Q3 2015$372,0007,0230.14%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2019
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