Sunbelt Securities, Inc. - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.

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 Q3 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