OLIO Financial Planning - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 672 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
OLIO Financial Planning ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q4 2022$205,894
-36.3%
4,341
-33.4%
0.11%
-38.1%
Q2 2022$323,000
-30.8%
6,515
-26.8%
0.18%
-32.2%
Q1 2022$467,000
-36.1%
8,904
-32.9%
0.27%
-38.5%
Q4 2021$731,00013,2600.43%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 887,146$48,385,00022.45%
Huber Financial Advisors, LLC 526,645$28,723,00022.03%
Resource Planning Group 335,959$18,323,00014.31%
Brickley Wealth Management 534,675$29,161,00013.76%
Symmetry Partners, LLC 506,238$27,610,00010.94%
RED CEDAR INVESTMENT MANAGEMENT, LLC 626,443$34,166,00010.10%
RETIREMENT CAPITAL STRATEGIES 305,478$16,661,0008.22%
AllSquare Wealth Management LLC 197,162$10,753,0008.02%
HT Partners LLC 369,957$20,135,0008.01%
Capstone Financial Advisors, Inc. 508,191$27,717,0006.89%
View complete list of VANGUARD CHARLOTTE FDS shareholders