VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,604 | -2.1% | 1,957 | 0.0% | 0.02% | -8.3% |
| Q2 2023 | $95,659 | -0.1% | 1,957 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $95,737 | +3.1% | 1,957 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $92,821 | +614.0% | 1,957 | +747.2% | 0.03% | +800.0% |
| Q3 2021 | $13,000 | -43.5% | 231 | -42.8% | 0.00% | -57.1% |
| Q2 2020 | $23,000 | 0.0% | 404 | 0.0% | 0.01% | -30.0% |
| Q1 2020 | $23,000 | 0.0% | 404 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $23,000 | -4.2% | 404 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | +4.3% | 404 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $23,000 | 0.0% | 404 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | – | 404 | – | 0.01% | – |
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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% |