VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,190,845 | +257.4% | 87,620 | +265.3% | 1.91% | +234.0% |
| Q2 2023 | $1,172,582 | -78.2% | 23,989 | -74.1% | 0.57% | -83.1% |
| Q3 2020 | $5,386,000 | +4.7% | 92,565 | +3.9% | 3.38% | -4.9% |
| Q2 2020 | $5,143,000 | +7.9% | 89,090 | +5.2% | 3.56% | -10.2% |
| Q1 2020 | $4,767,000 | -0.4% | 84,724 | +0.1% | 3.96% | +13.8% |
| Q4 2019 | $4,788,000 | -4.4% | 84,625 | -0.5% | 3.48% | -5.4% |
| Q3 2019 | $5,006,000 | +3.1% | 85,089 | +0.4% | 3.68% | -18.4% |
| Q2 2019 | $4,856,000 | +1586.1% | 84,742 | +1540.7% | 4.51% | +1330.8% |
| Q1 2019 | $288,000 | – | 5,165 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |