VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,590 | -9.1% | 4,967 | -7.1% | 0.02% | -4.5% |
| Q2 2023 | $261,364 | -28.0% | 5,347 | -28.0% | 0.02% | -33.3% |
| Q1 2023 | $363,108 | +19.3% | 7,422 | +15.6% | 0.03% | +10.0% |
| Q4 2022 | $304,420 | -45.1% | 6,418 | -44.8% | 0.03% | -48.3% |
| Q3 2022 | $555,000 | +154.6% | 11,634 | +179.5% | 0.06% | +205.3% |
| Q1 2022 | $218,000 | -4.8% | 4,162 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $229,000 | -25.6% | 4,162 | -23.6% | 0.02% | -53.7% |
| Q4 2019 | $308,000 | -3.8% | 5,446 | 0.0% | 0.04% | -12.8% |
| Q3 2019 | $320,000 | – | 5,446 | – | 0.05% | – |
Download | ||||||
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% |