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 2022 | $360,000 | -56.7% | 7,560 | -52.3% | 0.26% | -43.7% |
| Q1 2022 | $831,000 | -12.5% | 15,860 | -7.9% | 0.45% | -9.6% |
| Q4 2021 | $950,000 | -10.2% | 17,225 | -7.3% | 0.50% | -15.2% |
| Q3 2021 | $1,058,000 | +8.2% | 18,585 | +8.5% | 0.59% | +9.9% |
| Q2 2021 | $978,000 | +5.3% | 17,135 | +5.3% | 0.54% | -0.9% |
| Q1 2021 | $929,000 | +11.7% | 16,275 | +14.4% | 0.54% | +4.6% |
| Q4 2020 | $832,000 | +151.4% | 14,225 | +149.6% | 0.52% | +119.9% |
| Q3 2020 | $331,000 | +748.7% | 5,700 | +714.3% | 0.24% | +615.2% |
| Q4 2019 | $39,000 | – | 700 | – | 0.03% | – |
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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% |