KENFARB & CO. - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 732 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%.

Quarter-by-quarter ownership
KENFARB & CO. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$43,323
-2.2%
9060.0%0.04%
+2.6%
Q2 2023$44,283
-0.1%
9060.0%0.04%
-2.5%
Q1 2023$44,311
+3.1%
9060.0%0.04%
+5.3%
Q4 2022$42,969
-0.1%
9060.0%0.04%
-7.3%
Q3 2022$43,0009060.04%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q2 2023
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