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 2022 | $15,924,000 | +43.1% | 333,617 | +48.6% | 2.01% | +41.5% |
| Q2 2022 | $11,125,000 | +103.7% | 224,558 | +115.6% | 1.42% | +103.7% |
| Q1 2022 | $5,462,000 | +415.3% | 104,157 | +442.1% | 0.70% | +444.5% |
| Q4 2021 | $1,060,000 | +63.1% | 19,214 | +68.3% | 0.13% | +58.0% |
| Q3 2021 | $650,000 | +111.7% | 11,414 | +115.2% | 0.08% | +125.0% |
| Q2 2021 | $307,000 | -26.6% | 5,304 | -26.7% | 0.04% | -40.0% |
| Q2 2020 | $418,000 | +136.2% | 7,236 | +123.6% | 0.06% | +150.0% |
| Q1 2018 | $177,000 | +0.6% | 3,236 | 0.0% | 0.02% | +4.3% |
| Q4 2017 | $176,000 | -0.6% | 3,236 | 0.0% | 0.02% | -4.2% |
| Q3 2017 | $177,000 | – | 3,236 | – | 0.02% | – |
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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% |