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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $228,000 | -29.2% | 4,350 | -25.4% | 0.11% | -23.6% |
| Q4 2021 | $322,000 | +0.3% | 5,832 | +2.9% | 0.14% | -5.3% |
| Q3 2021 | $321,000 | +6.3% | 5,665 | +7.2% | 0.15% | -4.4% |
| Q2 2021 | $302,000 | -15.6% | 5,283 | -15.7% | 0.16% | -23.6% |
| Q1 2021 | $358,000 | -0.8% | 6,269 | +0.9% | 0.21% | -2.3% |
| Q4 2020 | $361,000 | -10.9% | 6,213 | -10.3% | 0.21% | -16.1% |
| Q3 2020 | $405,000 | +1.5% | 6,929 | +1.3% | 0.25% | -7.0% |
| Q2 2020 | $399,000 | -6.8% | 6,837 | -10.1% | 0.27% | -34.4% |
| Q1 2020 | $428,000 | -57.0% | 7,607 | -56.8% | 0.42% | -52.8% |
| Q4 2019 | $995,000 | – | 17,594 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |