VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149,947 | +324.9% | 3,135 | +334.2% | 0.02% | +400.0% |
| Q2 2023 | $35,291 | -66.2% | 722 | -66.2% | 0.00% | -71.4% |
| Q1 2023 | $104,346 | +212851.0% | 2,133 | +108.5% | 0.01% | +100.0% |
| Q4 2022 | $49 | -99.9% | 1,023 | -31.7% | 0.01% | -41.7% |
| Q3 2022 | $71,000 | +7.6% | 1,498 | +13.2% | 0.01% | +20.0% |
| Q2 2022 | $66,000 | +112.9% | 1,323 | +121.2% | 0.01% | -9.1% |
| Q3 2014 | $31,000 | +3.3% | 598 | +2.9% | 0.01% | +10.0% |
| Q2 2014 | $30,000 | +3.4% | 581 | +0.3% | 0.01% | -9.1% |
| Q1 2014 | $29,000 | +52.6% | 579 | +52.0% | 0.01% | +37.5% |
| Q4 2013 | $19,000 | 0.0% | 381 | +0.3% | 0.01% | -11.1% |
| Q3 2013 | $19,000 | – | 380 | – | 0.01% | – |
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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% |