VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 672 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,705 | -26.1% | 219 | -26.0% | 0.01% | -28.6% |
| Q1 2023 | $14,480 | +3.1% | 296 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $14,039 | +0.3% | 296 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $14,000 | +250.0% | 296 | +248.2% | 0.01% | +250.0% |
| Q2 2022 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | – | 85 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 632,587 | $30,193,000 | 19.80% |
| Sensible Financial Planning & Management, LLC. | 1,319,712 | $62,990,000 | 16.20% |
| Summit Wealth Group, LLC | 284,071 | $13,559,000 | 15.99% |
| Refined Wealth Management | 342,481 | $16,347,000 | 14.75% |
| Silver Oak Advisory Group, Inc. | 354,634 | $16,927,000 | 12.69% |
| Evolution Advisers, Inc. | 303,909 | $14,505,000 | 12.64% |
| ADE, LLC | 225,763 | $10,776,000 | 12.09% |
| Ally Invest Advisors Inc. | 1,634,637 | $78,021,000 | 10.57% |
| ASSET PLANNING CORPORATION | 225,861 | $10,780,000 | 10.09% |
| McCarthy Grittinger Financial Group, LLC | 463,716 | $22,133,184 | 9.64% |