VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $727,697 | +246.8% | 15,214 | +254.4% | 0.06% | +194.7% |
| Q2 2023 | $209,842 | -56.3% | 4,293 | -56.2% | 0.02% | -36.7% |
| Q1 2023 | $479,708 | +2.5% | 9,806 | -0.6% | 0.03% | -36.2% |
| Q4 2022 | $468,015 | -0.6% | 9,867 | -0.0% | 0.05% | +161.1% |
| Q3 2022 | $471,000 | -18.7% | 9,868 | -15.6% | 0.02% | -77.5% |
| Q2 2022 | $579,000 | +15.3% | 11,689 | +22.1% | 0.08% | +48.1% |
| Q1 2022 | $502,000 | -4.9% | 9,576 | +0.1% | 0.05% | -1.8% |
| Q4 2021 | $528,000 | +3.1% | 9,568 | +5.9% | 0.06% | -15.4% |
| Q3 2021 | $512,000 | +61.5% | 9,036 | +63.0% | 0.06% | +47.7% |
| Q2 2021 | $317,000 | +1278.3% | 5,545 | +1180.6% | 0.04% | +340.0% |
| Q4 2018 | $23,000 | +21.1% | 433 | +21.6% | 0.01% | +11.1% |
| Q1 2018 | $19,000 | 0.0% | 356 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $19,000 | – | 356 | – | 0.01% | – |
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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% |