WOLFF WIESE MAGANA LLC - 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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WOLFF WIESE MAGANA LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2022$148,000
-3.3%
3,0950.0%0.12%
+6.2%
Q2 2022$153,000
-5.6%
3,0950.0%0.11%
+2.8%
Q1 2022$162,000
-5.3%
3,0950.0%0.11%
-0.9%
Q4 2021$171,000
-2.8%
3,0950.0%0.11%
-11.3%
Q3 2021$176,000
-17.4%
3,095
-17.0%
0.12%
-18.4%
Q2 2021$213,000
+4.9%
3,731
+5.1%
0.15%
-4.4%
Q1 2021$203,000
+12.2%
3,550
+14.7%
0.16%
+3.9%
Q4 2020$181,0003,0950.15%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 564,855$30,666,00021.22%
Annex Advisory Services, LLC 931,584$50,576,00012.28%
Symmetry Partners, LLC 284,375$15,439,00010.83%
Wilshire Advisors LLC 241,250$13,051,00010.34%
AllSquare Wealth Management LLC 188,118$10,213,0009.37%
RETIREMENT CAPITAL STRATEGIES 285,799$15,462,0008.94%
Boston Standard Wealth Management, LLC 199,678$10,841,000,0008.58%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 450,202$24,442,0006.61%
HT Partners LLC 201,909$10,962,0005.83%
Peak Financial Management, Inc. 462,684$25,120,0005.47%
View complete list of VANGUARD CHARLOTTE FDS shareholders