VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 750 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $227,055 | -0.9% | 4,665 | +0.2% | 0.02% | 0.0% |
| Q1 2024 | $229,122 | +1.5% | 4,658 | +1.9% | 0.02% | -5.9% |
| Q4 2023 | $225,748 | -5.0% | 4,573 | -7.9% | 0.02% | -19.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 610,041 | $30,221,000 | 20.30% |
| Sensible Financial Planning & Management, LLC. | 1,318,053 | $65,296,000 | 16.48% |
| Summit Wealth Group, LLC | 272,595 | $13,504,000 | 15.95% |
| Refined Wealth Management | 339,629 | $16,825,000 | 15.05% |
| Evolution Advisers, Inc. | 304,208 | $15,152,000 | 12.37% |
| Silver Oak Advisory Group, Inc. | 345,729 | $17,127,000 | 12.14% |
| ADE, LLC | 224,728 | $11,133,000 | 11.84% |
| Ally Invest Advisors Inc. | 1,626,669 | $80,585,000 | 10.49% |
| McCarthy Grittinger Financial Group, LLC | 456,348 | $22,607,486 | 9.72% |
| ASSET PLANNING CORPORATION | 222,755 | $11,035,000 | 9.59% |