DOLIVER ADVISORS, LP - 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 Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.

Quarter-by-quarter ownership
DOLIVER ADVISORS, LP ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q4 2022$519,026
-8.9%
10,943
+8.6%
0.17%
-24.4%
Q4 2019$570,000
-48.1%
10,076
-46.5%
0.22%
-49.0%
Q3 2019$1,098,000
+129.2%
18,826
+113.4%
0.44%
+87.7%
Q4 2018$479,0008,8230.24%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2023
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