CVA Family Office, LLC - VANGUARD CHARLOTTE FDS ownership

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VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

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Quarter-by-quarter ownership
CVA Family Office, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$587,264
-5.3%
12,278
-3.3%
0.13%
+3.1%
Q2 2023$620,353
-15.4%
12,691
-15.3%
0.13%
-20.7%
Q1 2023$733,196
+9.3%
14,988
+6.0%
0.16%
+0.6%
Q4 2022$670,666
-28.5%
14,140
-28.1%
0.16%
-36.1%
Q3 2022$938,000
-7.9%
19,655
-4.5%
0.26%
-7.9%
Q2 2022$1,019,000
-10.6%
20,578
-5.3%
0.28%
+1.5%
Q1 2022$1,140,000
-53.0%
21,735
-50.6%
0.27%
-54.8%
Q4 2021$2,427,000
-9.5%
44,003
-4.5%
0.60%
-68.8%
Q3 2021$2,682,000
+2.1%
46,094
+0.2%
1.94%
+159.1%
Q2 2021$2,628,0000.0%46,016
+0.0%
0.75%
-25.0%
Q1 2021$2,628,000
-3.2%
46,013
-0.7%
1.00%
-40.2%
Q4 2020$2,714,000
+1.2%
46,351
+0.6%
1.67%
-14.0%
Q3 2020$2,682,000
+0.8%
46,094
+0.0%
1.94%
-11.4%
Q2 2020$2,661,000
-0.3%
46,090
-2.9%
2.19%
-19.3%
Q1 2020$2,669,000
-2.2%
47,446
-1.6%
2.71%
+7.8%
Q4 2019$2,729,000–48,233–2.52%–
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Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2020
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