TFB Advisors 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
TFB Advisors LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$1,054,245
+6.4%
22,042
+8.8%
1.28%
+197.2%
Q2 2023$990,523
+24.6%
20,264
+24.7%
0.43%
-28.6%
Q1 2023$794,999
+30.2%
16,251
+26.3%
0.60%
+18.2%
Q4 2022$610,51912,8720.51%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Rappaport Reiches Capital Management, LLC 413,482$23,609,64824.84%
ECLECTIC ASSOCIATES INC /ADV 553,424$31,600,00023.73%
Sensible Financial Planning & Management, LLC. 1,213,076$69,267,00023.39%
Summit Wealth Group, LLC 235,937$13,472,00020.01%
Wilshire Advisors LLC 92,227$5,266,00013.47%
ASSET PLANNING CORPORATION 240,232$13,717,00013.36%
ADE, LLC 214,867$12,269,00011.17%
Brickley Wealth Management 718,723$41,039,00010.37%
Ally Invest Advisors Inc. 1,309,814$74,790,00010.34%
Blue Barn Wealth, LLC 175,841$10,041,00010.30%
View complete list of VANGUARD CHARLOTTE FDS shareholders