1900 WEALTH MANAGEMENT LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
1900 WEALTH MANAGEMENT LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q4 2021$541,000
-84.0%
9,800
-83.5%
0.05%
-85.1%
Q3 2021$3,391,000
-38.0%
59,532
-37.8%
0.33%
-37.1%
Q2 2021$5,469,000
+49.5%
95,777
+49.6%
0.52%
+88.8%
Q1 2021$3,659,000
+6.2%
64,043
+8.8%
0.28%
-31.3%
Q4 2020$3,447,00058,8830.40%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 564,855$30,666,00021.22%
Annex Advisory Services, LLC 931,584$50,576,00012.28%
Symmetry Partners, LLC 284,375$15,439,00010.83%
Wilshire Advisors LLC 241,250$13,051,00010.34%
AllSquare Wealth Management LLC 188,118$10,213,0009.37%
RETIREMENT CAPITAL STRATEGIES 285,799$15,462,0008.94%
Boston Standard Wealth Management, LLC 199,678$10,841,000,0008.58%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 450,202$24,442,0006.61%
HT Partners LLC 201,909$10,962,0005.83%
Peak Financial Management, Inc. 462,684$25,120,0005.47%
View complete list of VANGUARD CHARLOTTE FDS shareholders