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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259,064 | -81.7% | 5,300 | -81.7% | 0.00% | – |
| Q1 2023 | $1,413,788 | +13.7% | 28,900 | +10.2% | 0.00% | – |
| Q4 2022 | $1,243,425 | -95.4% | 26,216 | -95.4% | 0.00% | -100.0% |
| Q3 2022 | $27,120,000 | +115.8% | 568,190 | +124.0% | 0.01% | +50.0% |
| Q2 2022 | $12,565,000 | -34.8% | 253,622 | -24.9% | 0.00% | 0.0% |
| Q2 2021 | $19,274,000 | +119.2% | 337,555 | +125.9% | 0.00% | 0.0% |
| Q3 2019 | $8,791,000 | +525.7% | 149,431 | +477.2% | 0.00% | +300.0% |
| Q4 2018 | $1,405,000 | -55.2% | 25,891 | -55.4% | 0.00% | -66.7% |
| Q1 2017 | $3,139,000 | +224.9% | 57,987 | +236.2% | 0.00% | +200.0% |
| Q3 2016 | $966,000 | +84.7% | 17,246 | +83.8% | 0.00% | 0.0% |
| Q2 2016 | $523,000 | – | 9,382 | – | 0.00% | – |
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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% |