Sterling Investment Counsel, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 820 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Sterling Investment Counsel, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q2 2024$238,581
+1.3%
4,902
+2.4%
0.09%
-13.8%
Q1 2024$235,570
+10.3%
4,789
+10.7%
0.11%0.0%
Q4 2023$213,6024,3270.11%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2024
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 610,041$30,221,00020.30%
Sensible Financial Planning & Management, LLC. 1,318,053$65,296,00016.48%
Summit Wealth Group, LLC 272,595$13,504,00015.95%
Refined Wealth Management 339,629$16,825,00015.05%
Evolution Advisers, Inc. 304,208$15,152,00012.37%
Silver Oak Advisory Group, Inc. 345,729$17,127,00012.14%
ADE, LLC 224,728$11,133,00011.84%
Ally Invest Advisors Inc. 1,626,669$80,585,00010.49%
McCarthy Grittinger Financial Group, LLC 456,348$22,607,4869.72%
ASSET PLANNING CORPORATION 222,755$11,035,0009.59%
View complete list of VANGUARD CHARLOTTE FDS shareholders