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 | $1 | 0.0% | 30 | +3.4% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -100.0% | 29 | -96.5% | 0.00% | -100.0% |
| Q1 2022 | $43,000 | -4.4% | 823 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $45,000 | -4.3% | 823 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $47,000 | 0.0% | 823 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $47,000 | 0.0% | 823 | 0.0% | 0.02% | -20.8% |
| Q1 2021 | $47,000 | -21.7% | 823 | -19.8% | 0.02% | -25.0% |
| Q4 2020 | $60,000 | -66.9% | 1,026 | -67.0% | 0.03% | -70.4% |
| Q3 2020 | $181,000 | +206.8% | 3,112 | +206.3% | 0.11% | +176.9% |
| Q2 2020 | $59,000 | +28.3% | 1,016 | +23.5% | 0.04% | -4.9% |
| Q1 2020 | $46,000 | -25.8% | 823 | -24.8% | 0.04% | -10.9% |
| Q4 2019 | $62,000 | -3.1% | 1,095 | 0.0% | 0.05% | -6.1% |
| Q3 2019 | $64,000 | +1.6% | 1,095 | 0.0% | 0.05% | -3.9% |
| Q2 2019 | $63,000 | +3.3% | 1,095 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $61,000 | – | 1,095 | – | 0.05% | – |
Download | ||||||
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% |