Sutton Wealth Advisors Inc. - VANGUARD CHARLOTTE FDS ownership

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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%.

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Quarter-by-quarter ownership
Sutton Wealth Advisors Inc. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$5,979
+1.1%
125
+3.3%
0.00%0.0%
Q2 2023$5,914
-0.1%
1210.0%0.00%0.0%
Q1 2023$5,919
+3.1%
1210.0%0.00%
+50.0%
Q4 2022$5,739
-0.6%
1210.0%0.00%0.0%
Q3 2022$5,775
-3.7%
1210.0%0.00%0.0%
Q2 2022$5,994
-83.3%
121
-82.3%
0.00%
-83.3%
Q1 2022$35,921
-97.8%
685
-97.7%
0.01%
-97.8%
Q4 2021$1,608,888
-1.2%
29,168
+2.0%
0.54%
-10.8%
Q3 2021$1,628,270
+4.8%
28,586
+5.1%
0.60%
+5.8%
Q2 2021$1,553,583
+9.8%
27,208
+9.9%
0.57%
+2.2%
Q1 2021$1,414,350
+11.3%
24,761
+14.0%
0.56%
+3.2%
Q4 2020$1,271,238
+15.0%
21,712
+14.3%
0.54%
+0.7%
Q3 2020$1,104,992
+18.9%
18,991
+17.9%
0.54%
+10.1%
Q2 2020$929,626
+7.9%
16,103
+5.2%
0.49%
-10.3%
Q1 2020$861,397
+32.8%
15,311
+33.5%
0.54%
+63.3%
Q4 2019$648,690
+11074.7%
11,465
+10615.0%
0.33%
+8200.0%
Q4 2018$5,805–107–0.00%–
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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