Centered Wealth LLC dba Miller Equity Capital Advisors - VANGUARD CHARLOTTE FDS ownership

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VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.

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Quarter-by-quarter ownership
Centered Wealth LLC dba Miller Equity Capital Advisors ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$440,993
-2.1%
9,2200.0%0.23%
-0.4%
Q2 2023$450,674
-0.1%
9,2200.0%0.23%
-9.1%
Q1 2023$451,042
+3.1%
9,2200.0%0.25%
-11.3%
Q4 2022$437,305
-0.6%
9,2200.0%0.28%
-12.1%
Q3 2022$440,000
-3.7%
9,2200.0%0.32%
-17.2%
Q2 2022$457,000
-5.4%
9,2200.0%0.39%
-4.9%
Q1 2022$483,000
-6.8%
9,220
-1.8%
0.41%
-14.9%
Q4 2021$518,000
+1.2%
9,390
+4.6%
0.48%
-4.4%
Q3 2021$512,000
-0.2%
8,9800.0%0.50%
-4.7%
Q2 2021$513,0000.0%8,9800.0%0.53%
-17.7%
Q1 2021$513,000
-2.5%
8,9800.0%0.64%
-8.5%
Q4 2020$526,000
+0.6%
8,9800.0%0.70%
-10.8%
Q3 2020$523,000
+1.0%
8,9800.0%0.79%
-6.4%
Q2 2020$518,000
+2.6%
8,9800.0%0.84%
-11.2%
Q1 2020$505,000
-42.0%
8,980
-41.7%
0.95%
-15.1%
Q4 2019$871,000–15,400–1.12%–
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Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q2 2023
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