ZRC WEALTH MANAGEMENT, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
ZRC WEALTH MANAGEMENT, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$2,044,454
+0.6%
42,744
+2.8%
1.77%
+3.2%
Q2 2023$2,031,725
+1.4%
41,566
+1.4%
1.71%
-6.7%
Q1 2023$2,004,39040,9731.84%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 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