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 ↓
Rappaport Reiches Capital Management, LLC 413,482$23,609,64824.84%
ECLECTIC ASSOCIATES INC /ADV 553,424$31,600,00023.73%
Sensible Financial Planning & Management, LLC. 1,213,076$69,267,00023.39%
Summit Wealth Group, LLC 235,937$13,472,00020.01%
Wilshire Advisors LLC 92,227$5,266,00013.47%
ASSET PLANNING CORPORATION 240,232$13,717,00013.36%
ADE, LLC 214,867$12,269,00011.17%
Brickley Wealth Management 718,723$41,039,00010.37%
Ally Invest Advisors Inc. 1,309,814$74,790,00010.34%
Blue Barn Wealth, LLC 175,841$10,041,00010.30%
View complete list of VANGUARD CHARLOTTE FDS shareholders