VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,607,231 | +4.2% | 33,603 | +6.5% | 0.02% | +11.1% |
| Q2 2023 | $1,541,773 | -2.7% | 31,542 | -2.6% | 0.02% | 0.0% |
| Q1 2023 | $1,584,568 | +2.5% | 32,391 | -0.7% | 0.02% | -5.3% |
| Q4 2022 | $1,546,645 | -5.5% | 32,609 | -4.9% | 0.02% | -9.5% |
| Q3 2022 | $1,636,000 | -0.1% | 34,282 | +3.7% | 0.02% | +10.5% |
| Q2 2022 | $1,638,000 | -6.1% | 33,073 | -0.6% | 0.02% | +11.8% |
| Q1 2022 | $1,745,000 | -6.2% | 33,282 | -1.3% | 0.02% | +6.2% |
| Q4 2021 | $1,860,000 | -2.5% | 33,724 | +0.7% | 0.02% | 0.0% |
| Q3 2021 | $1,907,000 | +0.2% | 33,494 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $1,903,000 | +6.1% | 33,337 | +6.2% | 0.02% | +6.7% |
| Q1 2021 | $1,793,000 | +3.0% | 31,399 | +5.6% | 0.02% | -6.2% |
| Q4 2020 | $1,741,000 | +472.7% | 29,736 | +467.4% | 0.02% | +433.3% |
| Q3 2020 | $304,000 | +17.8% | 5,241 | +17.1% | 0.00% | 0.0% |
| Q2 2020 | $258,000 | +15.2% | 4,476 | +12.2% | 0.00% | 0.0% |
| Q1 2020 | $224,000 | – | 3,989 | – | 0.00% | – |
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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% |