Sunbelt Securities, Inc. - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$360,330
-17.7%
7,534
-15.8%
0.05%
-20.6%
Q2 2023$437,623
+83.5%
8,953
+83.2%
0.06%
+65.8%
Q1 2023$238,504
-9.3%
4,888
-11.9%
0.04%
-25.5%
Q4 2022$263,095
-94.6%
5,547
+6063.3%
0.05%
+750.0%
Q4 2016$4,886,000900.01%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2023
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