VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 802 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2024. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,703 | -90.2% | 153 | -56.9% | 0.00% | – |
| Q1 2024 | $17,463 | -24.9% | 355 | -24.6% | 0.00% | – |
| Q4 2023 | $23,251 | +305.1% | 471 | +292.5% | 0.00% | – |
| Q3 2023 | $5,740 | – | 120 | +1400.0% | 0.00% | – |
| Q1 2023 | $0 | – | 8 | -97.2% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 281 | +778.1% | 0.00% | – |
| Q2 2022 | $2,000 | – | 32 | -89.6% | 0.00% | – |
| Q1 2022 | $0 | – | 308 | +2466.7% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 12 | -97.0% | 0.00% | – |
| Q2 2021 | $11,000 | 0.0% | 401 | +100.5% | 0.00% | – |
| Q1 2021 | $11,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 610,041 | $30,221,000 | 20.30% |
| Sensible Financial Planning & Management, LLC. | 1,318,053 | $65,296,000 | 16.48% |
| Summit Wealth Group, LLC | 272,595 | $13,504,000 | 15.95% |
| Refined Wealth Management | 339,629 | $16,825,000 | 15.05% |
| Evolution Advisers, Inc. | 304,208 | $15,152,000 | 12.37% |
| Silver Oak Advisory Group, Inc. | 345,729 | $17,127,000 | 12.14% |
| ADE, LLC | 224,728 | $11,133,000 | 11.84% |
| Ally Invest Advisors Inc. | 1,626,669 | $80,585,000 | 10.49% |
| McCarthy Grittinger Financial Group, LLC | 456,348 | $22,607,486 | 9.72% |
| ASSET PLANNING CORPORATION | 222,755 | $11,035,000 | 9.59% |