VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,090,000 | +118.3% | 284,414 | +151.0% | 0.75% | +190.7% |
| Q3 2021 | $6,455,000 | +73.2% | 113,317 | +73.6% | 0.26% | +39.2% |
| Q2 2021 | $3,726,000 | +77.9% | 65,261 | +80.0% | 0.19% | +12.0% |
| Q2 2020 | $2,094,000 | +83.5% | 36,265 | +78.8% | 0.17% | +167.7% |
| Q1 2020 | $1,141,000 | -5.2% | 20,278 | -0.8% | 0.06% | -26.2% |
| Q3 2019 | $1,203,000 | +214.1% | 20,444 | +206.1% | 0.08% | +236.0% |
| Q2 2019 | $383,000 | -69.0% | 6,679 | -69.8% | 0.02% | -64.8% |
| Q1 2019 | $1,235,000 | – | 22,136 | +553300.0% | 0.07% | – |
| Q4 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 4 | – | 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% |