Highland Financial Advisors, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Highland Financial Advisors, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$203
-2.4%
4,2510.0%0.10%
-1.9%
Q2 2023$208
-13.3%
4,251
-13.2%
0.11%
-17.7%
Q1 2023$240
-99.9%
4,896
-34.5%
0.13%
-47.6%
Q3 2022$357,000
-26.5%
7,472
-23.8%
0.25%
-25.5%
Q2 2022$486,0009,8120.33%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2022
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 725,834$34,716,61917.66%
Sensible Financial Planning & Management, LLC. 1,380,241$66,01716.60%
Refined Wealth Management 366,734$17,540,88815.74%
Silver Oak Advisory Group, Inc. 399,525$19,10912.38%
FISCHER INVESTMENT STRATEGIES, LLC 250,466$11,979,77812.16%
Summit Wealth Group, LLC 281,432$13,46112.01%
Evolution Advisers, Inc. 341,702$16,34311.83%
Ally Invest Advisors Inc. 1,655,073$79,162,1249.26%
GPWM LLC 213,049$10,190,1348.71%
McCarthy Grittinger Financial Group, LLC 454,273$21,727,8938.56%
View complete list of VANGUARD CHARLOTTE FDS shareholders