VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,257,244 | -55.5% | 25,700 | -56.8% | 0.62% | -51.4% |
Q4 2022 | $2,824,729 | +3475.6% | 59,556 | +3657.5% | 1.28% | +3565.7% |
Q2 2022 | $79,000 | -4.8% | 1,585 | 0.0% | 0.04% | +34.6% |
Q1 2022 | $83,000 | -4.6% | 1,585 | 0.0% | 0.03% | -31.6% |
Q4 2021 | $87,000 | – | 1,585 | – | 0.04% | – |
Download |
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% |