CREATIVE FINANCIAL DESIGNS INC /ADV - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$1,190,801
-4.1%
24,897
-2.0%
0.14%
-4.8%
Q2 2023$1,241,653
-3.3%
25,402
-3.2%
0.15%
-13.1%
Q1 2023$1,283,647
+3.9%
26,240
+0.7%
0.17%
-7.7%
Q4 2022$1,235,577
+9.7%
26,051
+10.5%
0.18%
-1.1%
Q3 2022$1,126,000
+19.4%
23,586
+23.9%
0.18%
+18.7%
Q2 2022$943,000
-8.8%
19,036
-3.5%
0.16%
-1.3%
Q1 2022$1,034,000
-1.8%
19,720
+3.3%
0.16%
-1.3%
Q4 2021$1,053,000
+8.8%
19,082
+12.3%
0.16%
-0.6%
Q3 2021$968,000
+24.7%
16,997
+25.0%
0.16%
+18.5%
Q2 2021$776,000
+5.6%
13,595
+5.7%
0.14%
-6.2%
Q1 2021$735,000
-8.7%
12,864
-6.4%
0.14%
-16.3%
Q4 2020$805,000
+13.1%
13,747
+12.3%
0.17%
-2.3%
Q3 2020$712,000
+7.1%
12,245
+6.4%
0.18%
-12.4%
Q2 2020$665,000
-0.6%
11,513
-3.2%
0.20%
-41.6%
Q1 2020$669,000
-80.8%
11,897
-80.6%
0.34%
-77.9%
Q4 2019$3,488,000
+5.3%
61,479
+8.9%
1.56%
-12.6%
Q3 2019$3,313,000
+24.5%
56,454
+22.1%
1.78%
+23.5%
Q2 2019$2,661,000
+11.2%
46,222
+7.8%
1.44%
+0.8%
Q1 2019$2,392,000
+140.4%
42,890
+133.8%
1.43%
+98.5%
Q4 2018$995,000
-9.4%
18,343
-8.9%
0.72%
+14.4%
Q3 2018$1,098,000
-0.6%
20,124
-0.4%
0.63%
-2.8%
Q2 2018$1,105,000
-7.6%
20,196
-7.6%
0.65%
-15.3%
Q1 2018$1,196,000
+3.0%
21,853
+2.3%
0.77%
-2.8%
Q4 2017$1,161,000
-12.9%
21,363
-12.5%
0.79%
+3.0%
Q3 2017$1,333,000
+4.1%
24,425
+3.6%
0.76%
-6.7%
Q2 2017$1,281,000
+6.2%
23,570
+5.9%
0.82%
-5.4%
Q1 2017$1,206,000
-9.0%
22,263
-8.8%
0.87%
-19.9%
Q4 2016$1,326,00024,4201.08%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2021
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