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 | $10,324,315 | +19.4% | 215,854 | +22.0% | 1.10% | +14.9% |
| Q2 2023 | $8,646,684 | +10.8% | 176,896 | +10.9% | 0.95% | -1.9% |
| Q1 2023 | $7,800,595 | +29.0% | 159,456 | +25.1% | 0.97% | +6.1% |
| Q4 2022 | $6,045,916 | +54.1% | 127,471 | +55.1% | 0.92% | +1.9% |
| Q3 2022 | $3,924,000 | +132.3% | 82,207 | +141.1% | 0.90% | +106.4% |
| Q2 2022 | $1,689,000 | -3.0% | 34,096 | +2.7% | 0.44% | -1.6% |
| Q1 2022 | $1,742,000 | +0.8% | 33,207 | +6.0% | 0.44% | -8.7% |
| Q4 2021 | $1,729,000 | – | 31,339 | – | 0.48% | – |
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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% |