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 2019 | $5,262,000 | -3.9% | 92,997 | -0.0% | 3.62% | -6.9% |
| Q3 2019 | $5,474,000 | +2.1% | 93,043 | -0.5% | 3.88% | +3.8% |
| Q2 2019 | $5,359,000 | +1.6% | 93,530 | -1.1% | 3.74% | -13.1% |
| Q1 2019 | $5,273,000 | +6.5% | 94,543 | +3.6% | 4.31% | -4.8% |
| Q4 2018 | $4,952,000 | -0.5% | 91,289 | +0.0% | 4.52% | +10.3% |
| Q3 2018 | $4,978,000 | +1.0% | 91,269 | +1.3% | 4.10% | -3.8% |
| Q2 2018 | $4,930,000 | -0.6% | 90,103 | -0.6% | 4.26% | +2.9% |
| Q1 2018 | $4,959,000 | +4.6% | 90,608 | +3.9% | 4.14% | +4.4% |
| Q4 2017 | $4,740,000 | – | 87,175 | – | 3.96% | – |
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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% |