VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $465,003 | -2.1% | 9,722 | 0.0% | 0.08% | -6.0% |
Q2 2023 | $475,211 | -0.1% | 9,722 | 0.0% | 0.08% | -7.7% |
Q1 2023 | $475,600 | +1.9% | 9,722 | -1.2% | 0.09% | -3.2% |
Q4 2022 | $466,521 | -29.3% | 9,836 | -28.9% | 0.09% | -33.3% |
Q3 2022 | $660,000 | -10.3% | 13,836 | -6.9% | 0.14% | -2.8% |
Q2 2022 | $736,000 | -5.5% | 14,859 | 0.0% | 0.14% | +3.6% |
Q1 2022 | $779,000 | -5.0% | 14,859 | 0.0% | 0.14% | -4.1% |
Q4 2021 | $820,000 | – | 14,859 | – | 0.15% | – |
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% |