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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,175,633 | +64.7% | 24,579 | +68.3% | 0.01% | +80.0% |
| Q2 2023 | $713,870 | +11.8% | 14,604 | +11.9% | 0.01% | -16.7% |
| Q1 2023 | $638,589 | -56.3% | 13,054 | -57.6% | 0.01% | -66.7% |
| Q4 2022 | $1,461,949 | +0.5% | 30,823 | +1.1% | 0.02% | 0.0% |
| Q3 2022 | $1,454,000 | +52.7% | 30,483 | +58.5% | 0.02% | +38.5% |
| Q2 2022 | $952,000 | +50.2% | 19,229 | +59.0% | 0.01% | +85.7% |
| Q1 2022 | $634,000 | -11.8% | 12,091 | -7.4% | 0.01% | -12.5% |
| Q4 2021 | $719,000 | +4.4% | 13,052 | +7.8% | 0.01% | -20.0% |
| Q3 2021 | $689,000 | +4.4% | 12,105 | +4.7% | 0.01% | +11.1% |
| Q2 2021 | $660,000 | -19.6% | 11,562 | -19.5% | 0.01% | -35.7% |
| Q1 2021 | $821,000 | +6.2% | 14,371 | +8.8% | 0.01% | -12.5% |
| Q4 2020 | $773,000 | -6.2% | 13,207 | -6.7% | 0.02% | -23.8% |
| Q3 2020 | $824,000 | -2.1% | 14,160 | -2.9% | 0.02% | -16.0% |
| Q2 2020 | $842,000 | +69.4% | 14,590 | +65.3% | 0.02% | +19.0% |
| Q1 2020 | $497,000 | -32.4% | 8,829 | -32.0% | 0.02% | -27.6% |
| Q4 2019 | $735,000 | – | 12,986 | – | 0.03% | – |
Download | ||||||
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% |