Fort Henry Capital, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Fort Henry Capital, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$680,812
+1.3%
14,234
+3.5%
0.58%
+7.6%
Q2 2023$672,296
+17.3%
13,754
+17.4%
0.54%
+12.7%
Q1 2023$573,196
+16.1%
11,717
+12.6%
0.48%
+7.4%
Q4 2022$493,604
+13.5%
10,407
+14.3%
0.45%
+5.7%
Q3 2022$435,000
+2.1%
9,108
+5.9%
0.42%
+6.3%
Q2 2022$426,000
+5.4%
8,603
+27.2%
0.40%
+14.0%
Q1 2022$404,000
+22.8%
6,764
+13.5%
0.35%
+27.4%
Q4 2021$329,000
+0.6%
5,958
+3.9%
0.27%
-4.9%
Q3 2021$327,000
+7.6%
5,734
+7.5%
0.29%
+7.9%
Q2 2021$304,000
+23.1%
5,332
+26.6%
0.27%
+8.1%
Q4 2020$247,0004,2130.25%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2022
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 725,834$34,716,61917.66%
Sensible Financial Planning & Management, LLC. 1,380,241$66,01716.60%
Refined Wealth Management 366,734$17,540,88815.74%
Silver Oak Advisory Group, Inc. 399,525$19,10912.38%
FISCHER INVESTMENT STRATEGIES, LLC 250,466$11,979,77812.16%
Summit Wealth Group, LLC 281,432$13,46112.01%
Evolution Advisers, Inc. 341,702$16,34311.83%
Ally Invest Advisors Inc. 1,655,073$79,162,1249.26%
GPWM LLC 213,049$10,190,1348.71%
McCarthy Grittinger Financial Group, LLC 454,273$21,727,8938.56%
View complete list of VANGUARD CHARLOTTE FDS shareholders