VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $216,000 | -6.1% | 4,363 | -0.5% | 0.08% | +8.0% |
| Q1 2022 | $230,000 | -29.4% | 4,383 | -25.9% | 0.08% | -29.2% |
| Q4 2021 | $326,000 | -30.9% | 5,914 | -28.6% | 0.11% | -23.7% |
| Q3 2021 | $472,000 | +31.5% | 8,283 | +31.7% | 0.14% | +31.1% |
| Q2 2021 | $359,000 | -4.8% | 6,287 | -4.9% | 0.11% | -17.8% |
| Q1 2021 | $377,000 | +3.6% | 6,609 | +6.2% | 0.13% | -0.8% |
| Q4 2020 | $364,000 | +3.1% | 6,223 | +2.6% | 0.13% | -10.3% |
| Q3 2020 | $353,000 | -0.6% | 6,063 | -1.3% | 0.14% | -25.3% |
| Q2 2020 | $355,000 | +6.3% | 6,142 | +3.6% | 0.19% | -16.4% |
| Q1 2020 | $334,000 | +10.2% | 5,929 | +10.8% | 0.23% | +54.7% |
| Q4 2019 | $303,000 | +20.7% | 5,349 | +25.3% | 0.15% | +0.7% |
| Q3 2019 | $251,000 | – | 4,269 | – | 0.15% | – |
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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% |