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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $213,000 | +0.5% | 3,730 | 0.0% | 0.02% | +5.0% |
| Q2 2021 | $212,000 | -0.5% | 3,730 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $213,000 | -2.7% | 3,730 | -0.5% | 0.02% | -8.3% |
| Q4 2020 | $219,000 | +0.9% | 3,748 | +0.5% | 0.02% | -14.3% |
| Q3 2020 | $217,000 | -84.4% | 3,730 | -85.4% | 0.03% | -90.4% |
| Q4 2017 | $1,393,000 | -42.4% | 25,629 | -42.2% | 0.29% | -46.7% |
| Q3 2017 | $2,420,000 | -14.6% | 44,328 | -15.0% | 0.55% | -19.2% |
| Q2 2017 | $2,833,000 | -10.5% | 52,122 | -10.8% | 0.68% | -15.4% |
| Q1 2017 | $3,164,000 | -2.0% | 58,460 | -1.7% | 0.80% | -8.8% |
| Q4 2016 | $3,227,000 | +21.8% | 59,444 | +25.7% | 0.88% | +17.1% |
| Q3 2016 | $2,650,000 | +2.0% | 47,287 | +1.3% | 0.75% | -2.5% |
| Q2 2016 | $2,599,000 | -1.1% | 46,662 | -3.2% | 0.77% | -3.0% |
| Q1 2016 | $2,629,000 | +19.7% | 48,217 | +16.1% | 0.80% | +16.0% |
| Q4 2015 | $2,197,000 | – | 41,547 | – | 0.69% | – |
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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% |