Annapolis Financial Services, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Annapolis Financial Services, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$2,637,943
-9.7%
55,152
-7.7%
0.76%
-8.4%
Q2 2023$2,920,005
-25.7%
59,738
-25.7%
0.83%
-30.3%
Q1 2023$3,930,814
-13.5%
80,352
-16.1%
1.19%
-19.0%
Q4 2022$4,542,560
-7.1%
95,774
-6.5%
1.47%
-18.0%
Q3 2022$4,889,000
-20.4%
102,421
-17.4%
1.80%
-19.5%
Q2 2022$6,145,000
-26.5%
124,049
-22.1%
2.23%
-17.9%
Q1 2022$8,355,000
+5.3%
159,327
+10.7%
2.72%
+10.2%
Q4 2021$7,936,000
+9.9%
143,878
+13.5%
2.47%
+2.9%
Q3 2021$7,220,000
+2.8%
126,758
+3.1%
2.40%
+1.7%
Q2 2021$7,023,000
+4.4%
122,994
+4.4%
2.36%
-4.3%
Q1 2021$6,729,000
-1.7%
117,805
+0.8%
2.46%
-7.5%
Q4 2020$6,845,000116,9002.66%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,022,085$59,005,00025.32%
Brickley Wealth Management 672,008$38,795,00013.06%
Resource Planning Group 274,712$15,859,00011.86%
McCarthy Grittinger Financial Group, LLC 307,919$17,776,16510.54%
Ally Invest Advisors Inc. 589,501$34,032,00010.53%
Capstone Financial Advisors, Inc. 1,428,296$82,456,0009.43%
HT Partners LLC 362,809$20,945,0008.44%
AllSquare Wealth Management LLC 184,506$10,652,0008.02%
Summit Wealth Group, LLC 149,819$8,649,0007.91%
Avion Wealth 380,739$21,980,0007.65%
View complete list of VANGUARD CHARLOTTE FDS shareholders