Lloyd Advisory Services, LLC. - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Lloyd Advisory Services, LLC. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q1 2022$37,000
-5.1%
707
+0.3%
0.02%
-5.6%
Q4 2021$39,0000.0%705
+2.3%
0.02%
-10.0%
Q3 2021$39,000
+2.6%
689
+3.0%
0.02%
+5.3%
Q2 2021$38,000
+2.7%
669
+2.8%
0.02%
-5.0%
Q1 2021$37,0000.0%651
+2.4%
0.02%0.0%
Q4 2020$37,000
-5.1%
636
-4.6%
0.02%
-16.7%
Q3 2020$39,0000.0%667
-1.0%
0.02%
-4.0%
Q2 2020$39,0006740.02%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2022
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