Truadvice, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 672 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Truadvice, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$245,486
-20.2%
5,079
-20.0%
0.10%
-15.0%
Q2 2023$307,801
+1.1%
6,349
+2.0%
0.11%
-6.6%
Q1 2023$304,567
+38.8%
6,222
+38.1%
0.12%
+4.3%
Q4 2022$219,390
-3.8%
4,504
-5.2%
0.12%
-9.4%
Q3 2022$228,000
-9.9%
4,752
-3.7%
0.13%
-4.5%
Q2 2022$253,000
+11.5%
4,933
+10.1%
0.13%
+5.5%
Q1 2022$227,000
-2.6%
4,480
+2.7%
0.13%
-42.0%
Q4 2021$233,000
-90.4%
4,364
-89.6%
0.22%
-58.8%
Q2 2021$2,429,000
+171.7%
42,001
+167.4%
0.53%
+100.4%
Q1 2021$894,000
+1.9%
15,709
+4.4%
0.26%
-0.7%
Q4 2020$877,000
+12.3%
15,043
+11.8%
0.27%
-16.3%
Q3 2020$781,00013,4520.32%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 887,146$48,385,00022.45%
Huber Financial Advisors, LLC 526,645$28,723,00022.03%
Resource Planning Group 335,959$18,323,00014.31%
Brickley Wealth Management 534,675$29,161,00013.76%
Symmetry Partners, LLC 506,238$27,610,00010.94%
RED CEDAR INVESTMENT MANAGEMENT, LLC 626,443$34,166,00010.10%
RETIREMENT CAPITAL STRATEGIES 305,478$16,661,0008.22%
AllSquare Wealth Management LLC 197,162$10,753,0008.02%
HT Partners LLC 369,957$20,135,0008.01%
Capstone Financial Advisors, Inc. 508,191$27,717,0006.89%
View complete list of VANGUARD CHARLOTTE FDS shareholders