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 2022 | $204,000 | -26.1% | 4,125 | -21.5% | 0.13% | -17.1% |
| Q1 2022 | $276,000 | -1.4% | 5,255 | +0.9% | 0.15% | -3.2% |
| Q4 2021 | $280,000 | -6.7% | 5,210 | -1.1% | 0.16% | -7.1% |
| Q3 2021 | $300,000 | -46.0% | 5,270 | -45.1% | 0.17% | -44.8% |
| Q2 2021 | $556,000 | -1.6% | 9,595 | -3.9% | 0.31% | -6.4% |
| Q1 2021 | $565,000 | +11.0% | 9,980 | +13.8% | 0.33% | +0.6% |
| Q4 2020 | $509,000 | – | 8,770 | – | 0.32% | – |
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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% |