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 ↓
Sensible Financial Planning & Management, LLC. 1,022,085$59,005,00025.32%
Brickley Wealth Management 672,008$38,795,00013.06%
Resource Planning Group 274,712$15,859,00011.86%
McCarthy Grittinger Financial Group, LLC 307,919$17,776,16510.54%
Ally Invest Advisors Inc. 589,501$34,032,00010.53%
Capstone Financial Advisors, Inc. 1,428,296$82,456,0009.43%
HT Partners LLC 362,809$20,945,0008.44%
AllSquare Wealth Management LLC 184,506$10,652,0008.02%
Summit Wealth Group, LLC 149,819$8,649,0007.91%
Avion Wealth 380,739$21,980,0007.65%
View complete list of VANGUARD CHARLOTTE FDS shareholders