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 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%.

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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 Q3 2023
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 580,572$33,069,00024.13%
Rappaport Reiches Capital Management, LLC 418,829$23,856,36323.60%
Sensible Financial Planning & Management, LLC. 1,259,533$71,743,00023.37%
Wilshire Advisors LLC 92,400$5,263,00014.01%
ASSET PLANNING CORPORATION 256,290$14,598,00013.51%
ADE, LLC 219,209$12,486,00011.43%
Ally Invest Advisors Inc. 1,474,173$83,969,00010.56%
Brickley Wealth Management 722,312$41,143,00010.36%
Blue Barn Wealth, LLC 195,111$11,114,0009.75%
McCarthy Grittinger Financial Group, LLC 430,565$24,525,0079.43%
View complete list of VANGUARD CHARLOTTE FDS shareholders