VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,913 | -2.2% | 165 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $8,087 | -65.3% | 165 | -65.3% | 0.00% | -66.7% |
Q1 2023 | $23,307 | +197.4% | 476 | +188.5% | 0.00% | +200.0% |
Q4 2022 | $7,837 | -34.7% | 165 | -36.5% | 0.00% | -50.0% |
Q3 2022 | $12,000 | -29.4% | 260 | -25.1% | 0.00% | 0.0% |
Q2 2022 | $17,000 | -26.1% | 347 | -21.3% | 0.00% | 0.0% |
Q1 2022 | $23,000 | +64.3% | 441 | +71.6% | 0.00% | 0.0% |
Q4 2021 | $14,000 | 0.0% | 257 | +2.8% | 0.00% | 0.0% |
Q3 2021 | $14,000 | -50.0% | 250 | -49.8% | 0.00% | 0.0% |
Q2 2021 | $28,000 | +100.0% | 498 | +100.0% | 0.00% | 0.0% |
Q1 2021 | $14,000 | – | 249 | – | 0.00% | – |
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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% |