LEVEL FOUR FINANCIAL, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
LEVEL FOUR FINANCIAL, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2021$957,000
-1.8%
16,793
-1.6%
0.42%
+1.5%
Q2 2021$975,000
+11.2%
17,070
+11.1%
0.41%
+1.2%
Q1 2021$877,000
+42.1%
15,362
+45.8%
0.41%
+52.6%
Q4 2020$617,00010,5390.27%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2020
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