VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |