KMG FIDUCIARY PARTNERS, 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
KMG FIDUCIARY PARTNERS, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$3,469,761
-5.5%
72,544
-3.4%
0.46%
-3.6%
Q2 2023$3,672,660
+4.7%
75,136
+4.8%
0.48%
-5.6%
Q1 2023$3,508,214
+262.5%
71,713
+251.5%
0.50%
+216.4%
Q4 2022$967,69120,4030.16%
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