VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,317,223 | -3.7% | 320,243 | -1.5% | 0.02% | 0.0% |
| Q2 2023 | $15,898,562 | +4.8% | 325,257 | +4.9% | 0.02% | 0.0% |
| Q1 2023 | $15,172,000 | +6.0% | 310,139 | +2.8% | 0.02% | 0.0% |
| Q4 2022 | $14,310,437 | -14.4% | 301,717 | -13.9% | 0.02% | -17.9% |
| Q3 2022 | $16,721,000 | -1.1% | 350,327 | +2.0% | 0.03% | +7.7% |
| Q2 2022 | $16,907,000 | -8.3% | 343,565 | -3.0% | 0.03% | +8.3% |
| Q1 2022 | $18,445,000 | +11.7% | 354,030 | +22.5% | 0.02% | +14.3% |
| Q1 2021 | $16,509,000 | -50.3% | 289,019 | -49.1% | 0.02% | -8.7% |
| Q4 2020 | $33,238,000 | +225.3% | 567,692 | +203.0% | 0.02% | +27.8% |
| Q3 2018 | $10,218,000 | – | 187,352 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |