Frisch Financial Group, 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
Frisch Financial Group, Inc. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$235
+0.4%
4,908
+2.4%
0.10%
-15.2%
Q2 2023$234
-0.4%
4,7950.0%0.11%
+23.1%
Q1 2023$235
-95.9%
4,795
-96.0%
0.09%
-95.8%
Q4 2022$5,750121,2412.16%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 580,572$33,069,00024.13%
Rappaport Reiches Capital Management, LLC 418,829$23,856,36323.60%
Sensible Financial Planning & Management, LLC. 1,259,533$71,743,00023.37%
Wilshire Advisors LLC 92,400$5,263,00014.01%
ASSET PLANNING CORPORATION 256,290$14,598,00013.51%
ADE, LLC 219,209$12,486,00011.43%
Ally Invest Advisors Inc. 1,474,173$83,969,00010.56%
Brickley Wealth Management 722,312$41,143,00010.36%
Blue Barn Wealth, LLC 195,111$11,114,0009.75%
McCarthy Grittinger Financial Group, LLC 430,565$24,525,0079.43%
View complete list of VANGUARD CHARLOTTE FDS shareholders