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 626,236$32,840,00020.93%
Sensible Financial Planning & Management, LLC. 1,396,309$73,222,00019.57%
Summit Wealth Group, LLC 266,561$13,978,00014.64%
Refined Wealth Management 316,792$16,613,00014.04%
Evolution Advisers, Inc. 308,516$16,178,00011.97%
Silver Oak Advisory Group, Inc. 349,244$18,314,00011.95%
ASSET PLANNING CORPORATION 255,967$13,423,00011.72%
ADE, LLC 224,010$11,747,00011.04%
Rappaport Reiches Capital Management, LLC 388,013$20,347,25710.85%
Ally Invest Advisors Inc. 1,668,958$87,520,00010.07%
View complete list of VANGUARD CHARLOTTE FDS shareholders