VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 720 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $335,112 | +51.0% | 6,885 | +61.1% | 0.05% | +2.0% |
| Q1 2022 | $222,000 | -5.5% | 4,274 | +0.5% | 0.05% | 0.0% |
| Q4 2021 | $235,000 | -2.5% | 4,253 | 0.0% | 0.05% | -14.0% |
| Q3 2021 | $241,000 | -0.8% | 4,253 | +0.1% | 0.06% | -6.6% |
| Q2 2021 | $243,000 | +11.0% | 4,249 | +11.0% | 0.06% | +3.4% |
| Q1 2021 | $219,000 | -4.8% | 3,828 | -2.7% | 0.06% | -10.6% |
| Q4 2020 | $230,000 | 0.0% | 3,934 | -0.3% | 0.07% | -18.5% |
| Q3 2020 | $230,000 | -5.3% | 3,947 | -6.4% | 0.08% | -15.6% |
| Q2 2020 | $243,000 | +15.7% | 4,215 | +13.2% | 0.10% | -11.1% |
| Q1 2020 | $210,000 | -6.7% | 3,723 | -6.4% | 0.11% | +24.1% |
| Q4 2019 | $225,000 | -3.0% | 3,978 | +0.9% | 0.09% | -17.9% |
| Q3 2019 | $232,000 | +5.0% | 3,943 | +2.2% | 0.11% | +8.2% |
| Q2 2019 | $221,000 | +7.3% | 3,858 | +4.3% | 0.10% | +2.1% |
| Q1 2019 | $206,000 | – | 3,698 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 683,978 | $33,460,209 | 17.15% |
| Refined Wealth Management | 357,740 | $17,500,655 | 15.46% |
| Sensible Financial Planning & Management, LLC. | 1,320,274 | $64,588 | 15.24% |
| Silver Oak Advisory Group, Inc. | 383,435 | $18,757 | 12.60% |
| Evolution Advisers, Inc. | 331,475 | $16,215 | 11.65% |
| Ocean Park Asset Management, LLC | 2,506,800 | $122,632,656 | 11.47% |
| Ally Invest Advisors Inc. | 1,639,032 | $80,181,446 | 9.47% |
| ATMOS ADVISORY, LLC | 208,867 | $10,217,773 | 8.82% |
| McCarthy Grittinger Financial Group, LLC | 450,375 | $22,032,349 | 8.74% |
| Tenret Co LLC | 178,348 | $8,724,784 | 7.75% |