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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $442,901 | +76.5% | 9,338 | +84.5% | 0.02% | +81.8% |
| Q2 2022 | $251,000 | +6.8% | 5,060 | +12.9% | 0.01% | +22.2% |
| Q1 2022 | $235,000 | -55.2% | 4,482 | -51.3% | 0.01% | -57.1% |
| Q2 2021 | $525,000 | +139.7% | 9,197 | +139.4% | 0.02% | +133.3% |
| Q1 2021 | $219,000 | -3.9% | 3,841 | -1.4% | 0.01% | -10.0% |
| Q4 2020 | $228,000 | +2.2% | 3,896 | +1.4% | 0.01% | -9.1% |
| Q3 2020 | $223,000 | +0.5% | 3,841 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $222,000 | +2.8% | 3,841 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $216,000 | -2.7% | 3,841 | -2.2% | 0.01% | +27.3% |
| Q4 2019 | $222,000 | -51.7% | 3,928 | -49.8% | 0.01% | -54.2% |
| Q3 2019 | $460,000 | +110.0% | 7,824 | +104.7% | 0.02% | +100.0% |
| Q2 2019 | $219,000 | -36.2% | 3,823 | -37.9% | 0.01% | -40.0% |
| Q1 2019 | $343,000 | +65.7% | 6,153 | +60.9% | 0.02% | +42.9% |
| Q4 2018 | $207,000 | +6800.0% | 3,823 | +7546.0% | 0.01% | – |
| Q3 2016 | $3,000 | -95.0% | 50 | -95.7% | 0.00% | -100.0% |
| Q2 2015 | $60,000 | – | 1,154 | – | 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% |