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 | $869,000 | -9.2% | 18,205 | -5.8% | 1.65% | +0.4% |
| Q2 2022 | $957,000 | -14.6% | 19,318 | -10.2% | 1.64% | +83.3% |
| Q1 2022 | $1,121,000 | -8.3% | 21,501 | -3.0% | 0.90% | -2.5% |
| Q4 2021 | $1,223,000 | +9.8% | 22,167 | +13.4% | 0.92% | -0.3% |
| Q3 2021 | $1,114,000 | +1.4% | 19,540 | +1.5% | 0.92% | +12.6% |
| Q2 2021 | $1,099,000 | +6.4% | 19,252 | +6.5% | 0.82% | +1.2% |
| Q1 2021 | $1,033,000 | +14.5% | 18,071 | +17.4% | 0.81% | +12.0% |
| Q4 2020 | $902,000 | – | 15,398 | – | 0.72% | – |
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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% |