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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,030,688 | -2.4% | 21,086 | -2.3% | 0.00% | -95.2% |
| Q1 2023 | $1,055,694 | +5.1% | 21,580 | +1.9% | 0.02% | +61.5% |
| Q4 2022 | $1,004,804 | +29.7% | 21,185 | +30.3% | 0.01% | +30.0% |
| Q3 2022 | $775,000 | +41.7% | 16,254 | +47.2% | 0.01% | +42.9% |
| Q2 2022 | $547,000 | +45.9% | 11,040 | +54.4% | 0.01% | +75.0% |
| Q1 2022 | $375,000 | +41.0% | 7,152 | +53.1% | 0.00% | 0.0% |
| Q3 2021 | $266,000 | -39.0% | 4,671 | -39.7% | 0.00% | -69.2% |
| Q1 2020 | $436,000 | -0.9% | 7,750 | +3.7% | 0.01% | 0.0% |
| Q3 2019 | $440,000 | -35.3% | 7,475 | -60.7% | 0.01% | -38.1% |
| Q2 2019 | $680,000 | +375.5% | 19,000 | +642.2% | 0.02% | +250.0% |
| Q1 2019 | $143,000 | -51.5% | 2,560 | -53.0% | 0.01% | -66.7% |
| Q4 2018 | $295,000 | – | 5,445 | – | 0.02% | – |
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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% |