Level Financial Advisors - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.

Quarter-by-quarter ownership
Level Financial Advisors ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$2,724,055
+2.6%
56,953
+4.8%
1.52%
+2.7%
Q2 2023$2,655,946
-2.1%
54,336
-2.0%
1.48%
-9.0%
Q1 2023$2,713,568
+2.5%
55,470
-0.6%
1.63%
-6.1%
Q4 2022$2,647,000
+23.3%
55,817
+24.1%
1.73%
+9.4%
Q3 2022$2,147,000
-36.6%
44,991
-34.2%
1.58%
-36.4%
Q2 2022$3,385,000
-17.9%
68,331
-13.1%
2.49%
-21.6%
Q1 2022$4,123,000
+8.6%
78,621
+14.2%
3.18%
+9.7%
Q4 2021$3,796,00068,8152.90%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2023
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