VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,088 | +60486.7% | 190 | -38.9% | 0.00% | – |
| Q1 2023 | $15 | +66.7% | 311 | +55.5% | 0.00% | – |
| Q4 2022 | $9 | – | 200 | +2400.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 8 | -95.8% | 0.00% | – |
| Q1 2022 | $10,000 | +100.0% | 190 | +118.4% | 0.00% | – |
| Q2 2021 | $5,000 | +150.0% | 87 | +155.9% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 34 | -2.9% | 0.00% | – |
| Q1 2019 | $2,000 | -86.7% | 35 | -87.5% | 0.00% | -100.0% |
| Q2 2018 | $15,000 | +650.0% | 280 | +617.9% | 0.00% | – |
| Q1 2016 | $2,000 | +100.0% | 39 | +95.0% | 0.00% | – |
| Q3 2015 | $1,000 | -85.7% | 20 | -84.3% | 0.00% | -100.0% |
| Q3 2014 | $7,000 | -76.7% | 127 | -78.9% | 0.00% | -66.7% |
| Q3 2013 | $30,000 | -66.7% | 603 | -66.8% | 0.00% | -57.1% |
| Q2 2013 | $90,000 | – | 1,819 | – | 0.01% | – |
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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% |