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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,250,654 | -0.2% | 26,148 | +2.0% | 0.20% | +5.3% |
| Q2 2023 | $1,252,972 | +1.2% | 25,634 | +1.3% | 0.19% | -7.0% |
| Q1 2023 | $1,238,278 | +3.5% | 25,312 | +0.3% | 0.20% | -5.2% |
| Q4 2022 | $1,196,510 | -7.1% | 25,227 | -6.5% | 0.21% | -16.5% |
| Q3 2022 | $1,288,000 | -15.2% | 26,988 | -11.9% | 0.25% | -13.0% |
| Q2 2022 | $1,519,000 | -19.4% | 30,648 | -14.7% | 0.29% | -24.2% |
| Q1 2022 | $1,884,000 | -2.6% | 35,918 | +2.4% | 0.38% | -1.0% |
| Q4 2021 | $1,935,000 | -0.8% | 35,075 | +2.5% | 0.39% | -11.2% |
| Q3 2021 | $1,950,000 | +3.1% | 34,234 | +3.3% | 0.44% | -1.8% |
| Q2 2021 | $1,892,000 | +4.5% | 33,133 | +4.6% | 0.45% | -12.0% |
| Q1 2021 | $1,810,000 | +15.1% | 31,691 | +18.0% | 0.51% | +9.5% |
| Q4 2020 | $1,573,000 | +10.5% | 26,859 | +9.8% | 0.46% | -9.6% |
| Q3 2020 | $1,424,000 | +15.6% | 24,469 | +14.7% | 0.51% | +5.1% |
| Q2 2020 | $1,232,000 | +43.3% | 21,337 | +39.6% | 0.49% | +5.0% |
| Q1 2020 | $860,000 | +16.7% | 15,282 | +17.3% | 0.46% | -11.5% |
| Q4 2019 | $737,000 | – | 13,023 | – | 0.52% | – |
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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% |