Ballentine Capital Advisors, Inc - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 802 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2024. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
Ballentine Capital Advisors, Inc ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q2 2024$12,780,207
+2.5%
262,589
+2.9%
6.79%
-0.9%
Q1 2024$12,474,029
+3.2%
255,197
+3.1%
6.86%
-3.5%
Q4 2023$12,089,772247,4377.10%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 887,146$48,385,00022.45%
Huber Financial Advisors, LLC 526,645$28,723,00022.03%
Resource Planning Group 335,959$18,323,00014.31%
Brickley Wealth Management 534,675$29,161,00013.76%
Symmetry Partners, LLC 506,238$27,610,00010.94%
RED CEDAR INVESTMENT MANAGEMENT, LLC 626,443$34,166,00010.10%
RETIREMENT CAPITAL STRATEGIES 305,478$16,661,0008.22%
AllSquare Wealth Management LLC 197,162$10,753,0008.02%
HT Partners LLC 369,957$20,135,0008.01%
Capstone Financial Advisors, Inc. 508,191$27,717,0006.89%
View complete list of VANGUARD CHARLOTTE FDS shareholders