Kerntke Otto McGlone Wealth Management Group - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Kerntke Otto McGlone Wealth Management Group ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q2 2021$4,434,000
+53.2%
77,649
+53.2%
1.77%
+16.5%
Q1 2021$2,895,000
+85.3%
50,675
+90.0%
1.52%
+64.6%
Q4 2020$1,562,000
+448.1%
26,672
+443.7%
0.92%
+341.6%
Q3 2020$285,0004,9060.21%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2021
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 580,572$33,069,00024.13%
Rappaport Reiches Capital Management, LLC 418,829$23,856,36323.60%
Sensible Financial Planning & Management, LLC. 1,259,533$71,743,00023.37%
Wilshire Advisors LLC 92,400$5,263,00014.01%
ASSET PLANNING CORPORATION 256,290$14,598,00013.51%
ADE, LLC 219,209$12,486,00011.43%
Ally Invest Advisors Inc. 1,474,173$83,969,00010.56%
Brickley Wealth Management 722,312$41,143,00010.36%
Blue Barn Wealth, LLC 195,111$11,114,0009.75%
McCarthy Grittinger Financial Group, LLC 430,565$24,525,0079.43%
View complete list of VANGUARD CHARLOTTE FDS shareholders