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 | $148,273 | -81.0% | 3,100 | -80.6% | 0.00% | -100.0% |
| Q1 2023 | $780,763 | -32.4% | 15,960 | -27.5% | 0.00% | -70.0% |
| Q1 2022 | $1,155,000 | -17.9% | 22,021 | -13.7% | 0.01% | -9.1% |
| Q4 2021 | $1,407,000 | -98.4% | 25,514 | -98.3% | 0.01% | -99.0% |
| Q3 2021 | $86,885,000 | -9.2% | 1,525,377 | -9.0% | 1.09% | 0.0% |
| Q2 2021 | $95,688,000 | -15.0% | 1,675,801 | -14.9% | 1.09% | -38.9% |
| Q1 2021 | $112,526,000 | -45.3% | 1,969,999 | -43.9% | 1.78% | -39.0% |
| Q4 2020 | $205,768,000 | +14.0% | 3,514,397 | +13.3% | 2.93% | +13.6% |
| Q3 2020 | $180,504,000 | +14.0% | 3,102,246 | +13.2% | 2.58% | +10.9% |
| Q2 2020 | $158,277,000 | +12.8% | 2,741,675 | +10.0% | 2.32% | -59.7% |
| Q1 2020 | $140,256,000 | +500.6% | 2,492,995 | +504.0% | 5.76% | +685.9% |
| Q4 2019 | $23,353,000 | – | 412,737 | – | 0.73% | – |
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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% |