PERSONAL FINANCIAL CONSULTANTS INC /ADV - 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
PERSONAL FINANCIAL CONSULTANTS INC /ADV ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q2 2019$8,217,000
+3.4%
143,403
+0.7%
6.17%
+1.2%
Q1 2019$7,946,000
+3.2%
142,474
+0.4%
6.09%
-6.3%
Q4 2018$7,700,000
+5.6%
141,944
+6.2%
6.50%
+22.5%
Q3 2018$7,289,000133,6535.31%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q2 2024
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 683,978$33,460,20917.15%
Refined Wealth Management 357,740$17,500,65515.46%
Sensible Financial Planning & Management, LLC. 1,320,274$64,58815.24%
Silver Oak Advisory Group, Inc. 383,435$18,75712.60%
Evolution Advisers, Inc. 331,475$16,21511.65%
Ocean Park Asset Management, LLC 2,506,800$122,632,65611.47%
Ally Invest Advisors Inc. 1,639,032$80,181,4469.47%
ATMOS ADVISORY, LLC 208,867$10,217,7738.82%
McCarthy Grittinger Financial Group, LLC 450,375$22,032,3498.74%
Tenret Co LLC 178,348$8,724,7847.75%
View complete list of VANGUARD CHARLOTTE FDS shareholders