Omega Financial Group, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Omega Financial Group, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$4,282,449
-3.2%
89,535
-1.1%
2.09%
+3.2%
Q2 2023$4,425,198
-3.1%
90,532
-3.1%
2.03%
-3.9%
Q1 2023$4,568,998
+17.5%
93,397
+15.5%
2.11%
+5.2%
Q4 2022$3,888,48680,8962.01%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 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