TFB Advisors LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.

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 Q3 2023
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 626,236$32,840,00020.93%
Sensible Financial Planning & Management, LLC. 1,396,309$73,222,00019.57%
Summit Wealth Group, LLC 266,561$13,978,00014.64%
Refined Wealth Management 316,792$16,613,00014.04%
Evolution Advisers, Inc. 308,516$16,178,00011.97%
Silver Oak Advisory Group, Inc. 349,244$18,314,00011.95%
ASSET PLANNING CORPORATION 255,967$13,423,00011.72%
ADE, LLC 224,010$11,747,00011.04%
Rappaport Reiches Capital Management, LLC 388,013$20,347,25710.85%
Ally Invest Advisors Inc. 1,668,958$87,520,00010.07%
View complete list of VANGUARD CHARLOTTE FDS shareholders