VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $297,790 | -4.6% | 6,226 | -2.5% | 0.02% | 0.0% |
Q2 2023 | $312,100 | +0.9% | 6,385 | +0.9% | 0.02% | -4.0% |
Q1 2023 | $309,420 | -0.9% | 6,325 | -4.0% | 0.02% | -3.8% |
Q4 2022 | $312,374 | -3.0% | 6,586 | -2.2% | 0.03% | -10.3% |
Q3 2022 | $322,000 | -9.6% | 6,737 | -6.3% | 0.03% | -9.4% |
Q2 2022 | $356,000 | +2.3% | 7,188 | +8.4% | 0.03% | +23.1% |
Q1 2022 | $348,000 | +1.2% | 6,628 | +6.1% | 0.03% | +4.0% |
Q4 2021 | $344,000 | +1.8% | 6,245 | +5.1% | 0.02% | -3.8% |
Q3 2021 | $338,000 | +14.6% | 5,941 | +15.0% | 0.03% | +13.0% |
Q2 2021 | $295,000 | +12.2% | 5,165 | +12.2% | 0.02% | +4.5% |
Q1 2021 | $263,000 | – | 4,602 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ECLECTIC ASSOCIATES INC /ADV | 725,834 | $34,716,619 | 17.66% |
Sensible Financial Planning & Management, LLC. | 1,380,241 | $66,017 | 16.60% |
Refined Wealth Management | 366,734 | $17,540,888 | 15.74% |
Silver Oak Advisory Group, Inc. | 399,525 | $19,109 | 12.38% |
FISCHER INVESTMENT STRATEGIES, LLC | 250,466 | $11,979,778 | 12.16% |
Summit Wealth Group, LLC | 281,432 | $13,461 | 12.01% |
Evolution Advisers, Inc. | 341,702 | $16,343 | 11.83% |
Ally Invest Advisors Inc. | 1,655,073 | $79,162,124 | 9.26% |
GPWM LLC | 213,049 | $10,190,134 | 8.71% |
McCarthy Grittinger Financial Group, LLC | 454,273 | $21,727,893 | 8.56% |