VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $42,116 | +3.4% | 861 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $40,743 | -46.4% | 859 | -46.2% | 0.02% | -53.8% |
| Q3 2022 | $76,000 | -36.7% | 1,596 | -34.2% | 0.04% | -11.4% |
| Q2 2022 | $120,000 | -5.5% | 2,427 | +0.2% | 0.04% | -68.1% |
| Q1 2022 | $127,000 | -4.5% | 2,422 | +0.1% | 0.14% | +39.4% |
| Q4 2021 | $133,000 | -5.7% | 2,419 | -2.4% | 0.10% | -11.6% |
| Q3 2021 | $141,000 | +4.4% | 2,479 | +4.5% | 0.11% | -6.7% |
| Q2 2021 | $135,000 | 0.0% | 2,372 | +0.2% | 0.12% | -14.3% |
| Q1 2021 | $135,000 | -5.6% | 2,367 | -3.3% | 0.14% | +2.9% |
| Q4 2020 | $143,000 | – | 2,449 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |