Corient Private Wealth LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$6,353,130
+26.9%
132,827
+29.7%
0.02%
+25.0%
Q2 2023$5,005,474
+11.5%
102,404
+11.6%
0.01%0.0%
Q1 2023$4,487,334
+30.4%
91,727
+26.4%
0.01%0.0%
Q4 2022$3,440,64272,5420.01%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,022,085$59,005,00025.32%
Brickley Wealth Management 672,008$38,795,00013.06%
Resource Planning Group 274,712$15,859,00011.86%
McCarthy Grittinger Financial Group, LLC 307,919$17,776,16510.54%
Ally Invest Advisors Inc. 589,501$34,032,00010.53%
Capstone Financial Advisors, Inc. 1,428,296$82,456,0009.43%
HT Partners LLC 362,809$20,945,0008.44%
AllSquare Wealth Management LLC 184,506$10,652,0008.02%
Summit Wealth Group, LLC 149,819$8,649,0007.91%
Avion Wealth 380,739$21,980,0007.65%
View complete list of VANGUARD CHARLOTTE FDS shareholders