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 | $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 ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |