FSB PREMIER WEALTH MANAGEMENT, INC. - 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
FSB PREMIER WEALTH MANAGEMENT, INC. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$3,176,016
-1.6%
66,402
+0.6%
1.77%
+0.9%
Q2 2023$3,226,282
-1.7%
66,004
-1.6%
1.75%
-4.1%
Q1 2023$3,281,484
+0.0%
67,079
-3.0%
1.83%
+1.6%
Q4 2022$3,280,482
-7.5%
69,164
-7.0%
1.80%
-13.4%
Q3 2022$3,548,000
-12.8%
74,346
-9.5%
2.07%
-8.1%
Q2 2022$4,070,000
-9.9%
82,169
-7.1%
2.26%
-0.4%
Q1 2022$4,517,000
-9.1%
88,485
-1.7%
2.26%
+9.2%
Q4 2021$4,967,000
-6.6%
90,052
-3.6%
2.07%
-22.2%
Q3 2021$5,320,000
+1.3%
93,408
+1.5%
2.66%
-0.9%
Q2 2021$5,254,000
+0.2%
92,026
+0.3%
2.69%
-4.8%
Q1 2021$5,242,000
+11.2%
91,780
+14.0%
2.82%
+11.9%
Q4 2020$4,713,00080,4972.52%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2021
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