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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $334,466 | -0.8% | 7,052 | 0.0% | 0.08% | +15.3% |
| Q3 2022 | $337,000 | -18.8% | 7,052 | -15.9% | 0.07% | -20.0% |
| Q2 2022 | $415,000 | -76.9% | 8,384 | -75.5% | 0.09% | -68.8% |
| Q1 2022 | $1,796,000 | -23.5% | 34,254 | -19.5% | 0.29% | -15.8% |
| Q4 2021 | $2,347,000 | +4.2% | 42,541 | +7.6% | 0.34% | +2.4% |
| Q3 2021 | $2,252,000 | +7.3% | 39,543 | +7.6% | 0.33% | +9.2% |
| Q2 2021 | $2,098,000 | -4.1% | 36,738 | -4.1% | 0.31% | -14.0% |
| Q1 2021 | $2,187,000 | -3.4% | 38,291 | -1.0% | 0.36% | -9.4% |
| Q4 2020 | $2,265,000 | -1.7% | 38,688 | -1.9% | 0.39% | -9.9% |
| Q3 2020 | $2,303,000 | +95.7% | 39,424 | +94.8% | 0.44% | +69.6% |
| Q2 2020 | $1,177,000 | +0.3% | 20,236 | -1.4% | 0.26% | -15.7% |
| Q1 2020 | $1,173,000 | -8.1% | 20,520 | -8.3% | 0.30% | -14.8% |
| Q4 2019 | $1,276,000 | – | 22,378 | – | 0.36% | – |
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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% |