VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $236,000 | -38.1% | 4,758 | -34.5% | 0.06% | -29.5% |
| Q1 2022 | $381,000 | -43.0% | 7,269 | -40.1% | 0.08% | -42.6% |
| Q4 2021 | $669,000 | -22.7% | 12,131 | -20.1% | 0.14% | -27.7% |
| Q3 2021 | $865,000 | -38.3% | 15,192 | -38.1% | 0.19% | -40.5% |
| Q2 2021 | $1,401,000 | -2.0% | 24,540 | -1.9% | 0.32% | -8.9% |
| Q1 2021 | $1,429,000 | -0.2% | 25,014 | +2.2% | 0.35% | -3.6% |
| Q4 2020 | $1,432,000 | +2.6% | 24,466 | +2.0% | 0.36% | -8.2% |
| Q3 2020 | $1,396,000 | +26.8% | 23,990 | +25.8% | 0.39% | +13.0% |
| Q2 2020 | $1,101,000 | – | 19,064 | – | 0.35% | – |
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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% |