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 | $834,201 | +62.3% | 17,441 | +65.9% | 0.32% | +64.2% |
| Q2 2023 | $514,034 | +1.3% | 10,516 | +1.4% | 0.19% | +4.9% |
| Q1 2023 | $507,211 | +17.0% | 10,368 | +13.4% | 0.18% | +21.1% |
| Q4 2022 | $433,670 | -99.9% | 9,143 | -20.0% | 0.15% | -25.9% |
| Q3 2022 | $545,308,000 | +94081.0% | 11,424 | -2.4% | 0.20% | -4.2% |
| Q2 2022 | $579,000 | -17.2% | 11,706 | -12.3% | 0.21% | -2.7% |
| Q1 2022 | $699,000 | -12.4% | 13,345 | -7.7% | 0.22% | -10.2% |
| Q4 2021 | $798,000 | -7.0% | 14,465 | -4.0% | 0.24% | -14.3% |
| Q3 2021 | $858,000 | – | 15,063 | – | 0.29% | – |
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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% |