CARY STREET PARTNERS INVESTMENT ADVISORY 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
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$1,378,847
-6.7%
51,357
+69.8%
0.07%
-22.1%
Q2 2023$1,478,278
+123.9%
30,243
+124.1%
0.10%
+102.1%
Q1 2023$660,126
-5.6%
13,494
-8.5%
0.05%
-7.8%
Q4 2022$699,545
-14.6%
14,749
-14.1%
0.05%
-23.9%
Q3 2022$819,000
-11.5%
17,164
-8.1%
0.07%
-14.1%
Q2 2022$925,000
-28.6%
18,673
-24.4%
0.08%
-78.1%
Q1 2022$1,296,000
-27.1%
24,712
-23.3%
0.36%
-27.8%
Q4 2021$1,778,000
+4.5%
32,240
+7.9%
0.49%
-11.5%
Q3 2021$1,701,000
+3.0%
29,866
+3.3%
0.56%
+4.3%
Q2 2021$1,652,000
+18.5%
28,923
+18.5%
0.53%
-7.0%
Q1 2021$1,394,000
+37.7%
24,409
+41.2%
0.57%
+194.4%
Q4 2020$1,012,000
+41.3%
17,291
+40.5%
0.20%
+29.1%
Q3 2020$716,000
+247.6%
12,308
+238.5%
0.15%
-33.2%
Q4 2019$206,000
-62.2%
3,636
-63.9%
0.23%
-57.4%
Q4 2018$545,000–10,061–0.53%–
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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