VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $719,095 | -1.2% | 15,034 | +1.0% | 0.23% | +3.5% |
| Q2 2023 | $727,581 | +0.5% | 14,885 | +0.5% | 0.23% | +18.3% |
| Q1 2023 | $724,221 | +20.5% | 14,804 | +16.8% | 0.19% | -7.3% |
| Q4 2022 | $601,232 | -3.0% | 12,676 | -2.3% | 0.21% | +17.7% |
| Q3 2022 | $620,000 | -2.2% | 12,981 | +1.4% | 0.18% | +53.5% |
| Q2 2022 | $634,000 | -1.9% | 12,808 | +3.9% | 0.11% | -38.4% |
| Q1 2022 | $646,000 | -4.6% | 12,325 | +0.4% | 0.18% | 0.0% |
| Q4 2021 | $677,000 | +28.2% | 12,279 | +32.6% | 0.18% | +11.4% |
| Q3 2021 | $528,000 | +37.9% | 9,261 | +38.2% | 0.17% | +26.7% |
| Q1 2021 | $383,000 | -11.3% | 6,699 | -9.2% | 0.13% | -21.1% |
| Q4 2020 | $432,000 | – | 7,375 | – | 0.17% | – |
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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% |