Soltis Investment Advisors LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2020$287,000
-5.0%
4,936
-5.7%
0.07%
-14.1%
Q2 2020$302,000
-19.7%
5,234
-21.6%
0.08%
-33.3%
Q1 2020$376,000
+48.0%
6,675
+48.8%
0.12%
+138.8%
Q4 2019$254,0004,4870.05%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2019
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