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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $5,634,000 | +5.6% | 103,632 | +6.1% | 3.49% | -1.0% |
| Q3 2017 | $5,333,000 | +1.7% | 97,686 | +1.3% | 3.53% | -1.6% |
| Q2 2017 | $5,244,000 | +5.6% | 96,478 | +5.2% | 3.58% | -0.8% |
| Q1 2017 | $4,965,000 | +0.7% | 91,740 | +1.0% | 3.61% | -12.6% |
| Q4 2016 | $4,931,000 | +10.8% | 90,845 | +14.4% | 4.13% | +22.3% |
| Q3 2016 | $4,450,000 | +12.7% | 79,416 | +12.0% | 3.38% | +3.7% |
| Q2 2016 | $3,948,000 | +18.8% | 70,888 | +16.4% | 3.26% | +4.8% |
| Q1 2016 | $3,322,000 | +48.7% | 60,918 | +44.1% | 3.11% | +45.9% |
| Q4 2015 | $2,234,000 | – | 42,262 | – | 2.13% | – |
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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% |