Vickerman Investment Advisors, Inc. - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Vickerman Investment Advisors, Inc. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q2 2022$1,321,000
-73.8%
26,668
-73.4%
0.62%
-72.1%
Q1 2022$5,048,000
-38.8%
100,424
-32.8%
2.24%
-32.7%
Q4 2021$8,247,000
-36.9%
149,512
-34.8%
3.33%
-36.3%
Q3 2021$13,067,000229,4075.22%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Rappaport Reiches Capital Management, LLC 413,482$23,609,64824.84%
ECLECTIC ASSOCIATES INC /ADV 553,424$31,600,00023.73%
Sensible Financial Planning & Management, LLC. 1,213,076$69,267,00023.39%
Summit Wealth Group, LLC 235,937$13,472,00020.01%
Wilshire Advisors LLC 92,227$5,266,00013.47%
ASSET PLANNING CORPORATION 240,232$13,717,00013.36%
ADE, LLC 214,867$12,269,00011.17%
Brickley Wealth Management 718,723$41,039,00010.37%
Ally Invest Advisors Inc. 1,309,814$74,790,00010.34%
Blue Barn Wealth, LLC 175,841$10,041,00010.30%
View complete list of VANGUARD CHARLOTTE FDS shareholders