VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $622 | -2.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $635 | +2.9% | 13 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $617 | -99.7% | 13 | -99.7% | 0.00% | -99.6% |
| Q4 2020 | $219,000 | -25.3% | 3,746 | -25.6% | 0.27% | -6.7% |
| Q3 2020 | $293,000 | +17.2% | 5,032 | +16.1% | 0.28% | +8.8% |
| Q2 2020 | $250,000 | +2.5% | 4,336 | 0.0% | 0.26% | -18.9% |
| Q1 2020 | $244,000 | +0.8% | 4,336 | +1.4% | 0.32% | +20.1% |
| Q4 2019 | $242,000 | -50.9% | 4,278 | -49.0% | 0.27% | -46.1% |
| Q3 2019 | $493,000 | -20.0% | 8,381 | -22.1% | 0.50% | -12.1% |
| Q2 2019 | $616,000 | +96755.3% | 10,758 | +82653.8% | 0.57% | +56700.0% |
| Q1 2010 | $636 | – | 13 | – | 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% |