VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,780 | -2.0% | 7,083 | +0.2% | 0.01% | +12.5% |
| Q2 2023 | $345,630 | -83.2% | 7,071 | -83.2% | 0.01% | -85.5% |
| Q1 2023 | $2,061,049 | +33.4% | 42,131 | +29.3% | 0.06% | +17.0% |
| Q4 2022 | $1,545,080 | +4.3% | 32,576 | +4.9% | 0.05% | +30.6% |
| Q3 2022 | $1,482,000 | +162.8% | 31,041 | +172.4% | 0.04% | +140.0% |
| Q2 2022 | $564,000 | -29.8% | 11,394 | -25.6% | 0.02% | -25.0% |
| Q1 2022 | $803,000 | +28.3% | 15,309 | +34.9% | 0.02% | +5.3% |
| Q4 2021 | $626,000 | +31.2% | 11,352 | +35.7% | 0.02% | +58.3% |
| Q3 2021 | $477,000 | +133.8% | 8,368 | +134.1% | 0.01% | +100.0% |
| Q2 2021 | $204,000 | 0.0% | 3,575 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $204,000 | – | 3,575 | – | 0.01% | – |
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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% |