Summit Financial Wealth Advisors, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 381 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.9%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2018$317,000
+12.8%
5,848
+13.9%
0.10%
+1.1%
Q2 2018$281,0000.0%5,1360.0%0.09%
+2.2%
Q1 2018$281,000
+18.6%
5,136
+17.7%
0.09%
+13.6%
Q4 2017$237,0004,3650.08%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q2 2018
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 725,834$34,716,61917.66%
Sensible Financial Planning & Management, LLC. 1,380,241$66,01716.60%
Refined Wealth Management 366,734$17,540,88815.74%
Silver Oak Advisory Group, Inc. 399,525$19,10912.38%
FISCHER INVESTMENT STRATEGIES, LLC 250,466$11,979,77812.16%
Summit Wealth Group, LLC 281,432$13,46112.01%
Evolution Advisers, Inc. 341,702$16,34311.83%
Ally Invest Advisors Inc. 1,655,073$79,162,1249.26%
GPWM LLC 213,049$10,190,1348.71%
McCarthy Grittinger Financial Group, LLC 454,273$21,727,8938.56%
View complete list of VANGUARD CHARLOTTE FDS shareholders