VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,049 | -2.1% | 25,278 | +0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,235,074 | +1.2% | 25,267 | +1.2% | 0.02% | -10.7% |
| Q1 2023 | $1,220,840 | +3.4% | 24,956 | +0.3% | 0.03% | -15.2% |
| Q4 2022 | $1,180,679 | +0.1% | 24,893 | +0.8% | 0.03% | +3.1% |
| Q3 2022 | $1,179,000 | -4.2% | 24,697 | -0.6% | 0.03% | -13.5% |
| Q2 2022 | $1,231,000 | -4.5% | 24,840 | +1.1% | 0.04% | +19.4% |
| Q1 2022 | $1,289,000 | – | 24,571 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |