LEVEL FOUR ADVISORY SERVICES, LLC - VANGUARD CHARLOTTE FDS ownership

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VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$873,780
-6.2%
18,268
-4.2%
0.06%0.0%
Q2 2023$931,702
+13.9%
19,061
+14.0%
0.06%
+3.7%
Q1 2023$817,698
+3.1%
16,715
-0.0%
0.05%
-8.5%
Q4 2022$792,982
+150.9%
16,719
+152.9%
0.06%
+90.3%
Q3 2022$316,000
-3.4%
6,612
+0.3%
0.03%0.0%
Q2 2022$327,000
-45.1%
6,591
-42.0%
0.03%
-34.0%
Q1 2022$596,000
-20.0%
11,370
-15.8%
0.05%
-17.5%
Q4 2021$745,000
+71.7%
13,511
+77.1%
0.06%
+26.7%
Q3 2021$434,000
+2.8%
7,627
+3.1%
0.04%
+55.2%
Q2 2021$422,000
+3.9%
7,399
+4.0%
0.03%
-9.4%
Q1 2021$406,000
-9.2%
7,116
-6.7%
0.03%
-11.1%
Q4 2020$447,000
+8.0%
7,631
+7.4%
0.04%
+12.5%
Q3 2020$414,000
+60.5%
7,108
+59.3%
0.03%
+60.0%
Q2 2020$258,000
+19.4%
4,461
+17.0%
0.02%
+122.2%
Q4 2019$216,000
+3.8%
3,812
+7.7%
0.01%
-59.1%
Q3 2019$208,000
-2.8%
3,538
-5.3%
0.02%0.0%
Q2 2019$214,000
-54.3%
3,737
-56.7%
0.02%
-63.3%
Q4 2016$468,000–8,622–0.06%–
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Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2021
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