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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $46,272,000 | +1.7% | 822,462 | +2.3% | 17.33% | +9.8% |
| Q4 2019 | $45,480,000 | +11.2% | 803,814 | +15.6% | 15.79% | -1.1% |
| Q3 2019 | $40,892,000 | +18.5% | 695,087 | +15.4% | 15.96% | +6.5% |
| Q2 2019 | $34,518,000 | +5.3% | 602,411 | +2.5% | 14.99% | -6.3% |
| Q1 2019 | $32,770,000 | +8.1% | 587,588 | +5.2% | 15.99% | -3.4% |
| Q4 2018 | $30,314,000 | +5.5% | 558,779 | +6.1% | 16.56% | -24.8% |
| Q3 2018 | $28,723,000 | +3.7% | 526,645 | +4.1% | 22.03% | -12.7% |
| Q2 2018 | $27,688,000 | +3.4% | 506,099 | +3.4% | 25.24% | -4.3% |
| Q1 2018 | $26,783,000 | +6.7% | 489,361 | +6.0% | 26.38% | -4.6% |
| Q4 2017 | $25,099,000 | – | 461,640 | – | 27.65% | – |
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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% |