ASSET PLANNING CORPORATION - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
ASSET PLANNING CORPORATION ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2022$10,780,000
-2.3%
225,861
+1.4%
10.09%
+5.2%
Q2 2022$11,035,000
-17.8%
222,755
-13.0%
9.59%
-18.2%
Q1 2022$13,423,000
-10.5%
255,967
-5.9%
11.72%
-8.7%
Q4 2021$15,005,000
+2.8%
272,036
+6.1%
12.84%
-5.0%
Q3 2021$14,598,000
+6.4%
256,290
+6.7%
13.51%
+1.2%
Q2 2021$13,717,000
+4.4%
240,232
+4.5%
13.36%
-2.3%
Q1 2021$13,137,000
+6.9%
229,985
+9.6%
13.67%
+12.1%
Q4 2020$12,285,000209,82212.19%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 564,855$30,666,00021.22%
Annex Advisory Services, LLC 931,584$50,576,00012.28%
Symmetry Partners, LLC 284,375$15,439,00010.83%
Wilshire Advisors LLC 241,250$13,051,00010.34%
AllSquare Wealth Management LLC 188,118$10,213,0009.37%
RETIREMENT CAPITAL STRATEGIES 285,799$15,462,0008.94%
Boston Standard Wealth Management, LLC 199,678$10,841,000,0008.58%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 450,202$24,442,0006.61%
HT Partners LLC 201,909$10,962,0005.83%
Peak Financial Management, Inc. 462,684$25,120,0005.47%
View complete list of VANGUARD CHARLOTTE FDS shareholders