VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,232,219 | +0.4% | 109,392 | +2.7% | 0.68% | -1.5% |
| Q2 2023 | $5,208,897 | +2.7% | 106,565 | +2.8% | 0.69% | -5.9% |
| Q1 2023 | $5,070,118 | +2.0% | 103,641 | -1.1% | 0.73% | -6.5% |
| Q4 2022 | $4,968,719 | +31.3% | 104,759 | +32.2% | 0.78% | +16.9% |
| Q3 2022 | $3,783,000 | +9.7% | 79,256 | +13.9% | 0.67% | -0.7% |
| Q2 2022 | $3,447,000 | +826.6% | 69,580 | +881.0% | 0.67% | +921.2% |
| Q1 2022 | $372,000 | +45.9% | 7,093 | +53.5% | 0.07% | +43.5% |
| Q4 2021 | $255,000 | -24.6% | 4,621 | -20.5% | 0.05% | -57.4% |
| Q3 2020 | $338,000 | +22.0% | 5,815 | +21.1% | 0.11% | +20.0% |
| Q2 2020 | $277,000 | -12.3% | 4,803 | -17.4% | 0.09% | -21.7% |
| Q4 2018 | $316,000 | +3.9% | 5,817 | +0.3% | 0.12% | -23.8% |
| Q2 2015 | $304,000 | -43.7% | 5,801 | -41.9% | 0.15% | -45.9% |
| Q1 2015 | $540,000 | +10.0% | 9,990 | +8.0% | 0.28% | -4.8% |
| Q4 2014 | $491,000 | +94.1% | 9,250 | +87.7% | 0.29% | +72.4% |
| Q2 2014 | $253,000 | -8.7% | 4,928 | -9.9% | 0.17% | -8.6% |
| Q1 2014 | $277,000 | – | 5,469 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |