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 | $712,422 | -2.2% | 14,898 | 0.0% | 0.29% | +7.8% |
| Q2 2023 | $728,214 | +119.5% | 14,898 | +119.6% | 0.27% | +110.2% |
| Q1 2023 | $331,756 | +21.6% | 6,783 | +17.9% | 0.13% | +11.3% |
| Q4 2022 | $272,864 | -0.8% | 5,753 | 0.0% | 0.12% | -5.7% |
| Q3 2022 | $275,000 | -3.5% | 5,753 | 0.0% | 0.12% | -15.9% |
| Q2 2022 | $285,000 | -47.4% | 5,753 | -44.3% | 0.14% | -44.4% |
| Q1 2022 | $542,000 | +29.7% | 10,335 | +36.2% | 0.26% | +35.9% |
| Q4 2021 | $418,000 | +46.7% | 7,588 | +31.9% | 0.19% | +32.4% |
| Q2 2021 | $285,000 | – | 5,753 | – | 0.14% | – |
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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% |