VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,332 | -8.6% | 7,555 | -6.6% | 0.03% | -3.3% |
| Q2 2023 | $395,260 | -31.8% | 8,086 | -31.8% | 0.03% | -33.3% |
| Q1 2023 | $579,890 | -3.6% | 11,854 | -6.5% | 0.04% | -11.8% |
| Q4 2022 | $601,553 | -45.4% | 12,683 | -45.1% | 0.05% | -50.0% |
| Q3 2022 | $1,102,000 | -31.9% | 23,090 | -29.3% | 0.10% | -28.7% |
| Q2 2022 | $1,619,000 | -30.8% | 32,681 | -26.7% | 0.14% | -21.9% |
| Q1 2022 | $2,339,000 | -31.4% | 44,599 | -27.9% | 0.18% | -28.0% |
| Q4 2021 | $3,410,000 | -26.8% | 61,818 | -24.4% | 0.25% | -33.5% |
| Q3 2021 | $4,656,000 | -9.2% | 81,749 | -9.0% | 0.38% | -9.9% |
| Q2 2021 | $5,130,000 | -18.7% | 89,837 | -18.7% | 0.42% | -21.5% |
| Q1 2021 | $6,313,000 | -8.5% | 110,528 | -6.2% | 0.54% | -40.3% |
| Q4 2020 | $6,903,000 | – | 117,895 | – | 0.90% | – |
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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% |