VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572 | +16.3% | 11,972 | +18.8% | 0.01% | 0.0% |
| Q1 2023 | $492 | -99.9% | 10,074 | -27.8% | 0.01% | -14.3% |
| Q3 2022 | $665,000 | -48.5% | 13,947 | -38.6% | 0.01% | -12.5% |
| Q3 2021 | $1,292,000 | -22.9% | 22,700 | -20.7% | 0.01% | -76.5% |
| Q4 2020 | $1,676,000 | +729.7% | 28,627 | +694.8% | 0.03% | +161.5% |
| Q1 2020 | $202,000 | -82.2% | 3,602 | -81.3% | 0.01% | -75.9% |
| Q3 2019 | $1,135,000 | +385.0% | 19,296 | +345.5% | 0.05% | +63.6% |
| Q4 2018 | $234,000 | – | 4,331 | – | 0.03% | – |
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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% |