BARRETT & COMPANY, INC. - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$348,065
-2.8%
7,277
-0.7%
0.20%
-1.4%
Q2 2023$358,032
+2.4%
7,325
+2.5%
0.21%
-5.9%
Q1 2023$349,606
+4.7%
7,146
+1.5%
0.22%
+0.5%
Q4 2022$333,7540.0%7,0370.0%0.22%0.0%
Q3 2022$333,7547,0370.22%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Rappaport Reiches Capital Management, LLC 413,482$23,609,64824.84%
ECLECTIC ASSOCIATES INC /ADV 553,424$31,600,00023.73%
Sensible Financial Planning & Management, LLC. 1,213,076$69,267,00023.39%
Summit Wealth Group, LLC 235,937$13,472,00020.01%
Wilshire Advisors LLC 92,227$5,266,00013.47%
ASSET PLANNING CORPORATION 240,232$13,717,00013.36%
ADE, LLC 214,867$12,269,00011.17%
Brickley Wealth Management 718,723$41,039,00010.37%
Ally Invest Advisors Inc. 1,309,814$74,790,00010.34%
Blue Barn Wealth, LLC 175,841$10,041,00010.30%
View complete list of VANGUARD CHARLOTTE FDS shareholders