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 | $317,826 | +4.7% | 6,645 | +7.0% | 0.14% | +4.3% |
| Q2 2023 | $303,691 | -13.6% | 6,213 | -13.5% | 0.14% | -23.3% |
| Q1 2023 | $351,539 | -0.6% | 7,186 | -3.6% | 0.18% | -4.8% |
| Q4 2022 | $353,638 | -0.1% | 7,456 | +0.6% | 0.19% | -2.1% |
| Q3 2022 | $354,000 | -14.3% | 7,413 | -11.0% | 0.19% | -11.5% |
| Q2 2022 | $413,000 | +17.7% | 8,328 | +24.4% | 0.22% | +43.4% |
| Q1 2022 | $351,000 | -86.5% | 6,693 | -85.8% | 0.15% | -86.5% |
| Q4 2021 | $2,601,000 | -9.1% | 47,161 | -6.1% | 1.13% | -15.9% |
| Q3 2021 | $2,860,000 | – | 50,218 | – | 1.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |