JFG Wealth Management, LLC - 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
JFG Wealth Management, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$310,369
-4.8%
6,489
-2.8%
0.10%
+1.0%
Q2 2023$326,176
+34.2%
6,673
+34.3%
0.10%
+20.5%
Q1 2023$243,035
-5.9%
4,968
-8.8%
0.08%
-1.2%
Q4 2022$258,256
-96.3%
5,445
-96.3%
0.08%
-96.5%
Q3 2022$7,062,000147,9632.37%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 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