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 | $2,746,051 | +1.3% | 57,413 | +3.6% | 2.53% | +5.4% |
| Q2 2023 | $2,709,993 | -0.8% | 55,444 | -0.8% | 2.40% | -3.9% |
| Q1 2023 | $2,732,974 | +4.7% | 55,867 | +1.5% | 2.50% | -1.3% |
| Q4 2022 | $2,610,990 | -5.3% | 55,050 | -4.7% | 2.53% | -11.9% |
| Q3 2022 | $2,756,000 | -5.0% | 57,738 | -1.4% | 2.87% | +2.7% |
| Q2 2022 | $2,902,000 | -8.6% | 58,585 | -3.1% | 2.79% | +5.8% |
| Q1 2022 | $3,175,000 | -5.0% | 60,469 | -0.2% | 2.64% | +9.9% |
| Q4 2021 | $3,342,000 | -0.9% | 60,580 | +2.3% | 2.40% | -2.8% |
| Q3 2021 | $3,374,000 | +1.8% | 59,240 | +2.1% | 2.47% | +3.3% |
| Q2 2021 | $3,313,000 | +2.2% | 58,023 | +2.2% | 2.39% | -1.2% |
| Q1 2021 | $3,243,000 | +11.5% | 56,767 | +14.3% | 2.42% | -5.1% |
| Q4 2020 | $2,908,000 | +9.7% | 49,662 | +8.9% | 2.55% | -7.6% |
| Q3 2020 | $2,652,000 | +0.6% | 45,586 | -0.2% | 2.76% | -6.1% |
| Q2 2020 | $2,637,000 | -2.2% | 45,670 | -4.7% | 2.94% | -17.8% |
| Q1 2020 | $2,696,000 | -5.9% | 47,922 | -5.4% | 3.57% | +28.2% |
| Q4 2019 | $2,865,000 | – | 50,636 | – | 2.78% | – |
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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% |