VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,662 | -19.2% | 4,330 | -19.1% | 0.15% | -33.8% |
| Q1 2023 | $261,887 | -8.5% | 5,353 | -11.3% | 0.22% | -6.3% |
| Q4 2022 | $286,325 | -22.4% | 6,037 | -21.9% | 0.24% | -39.5% |
| Q3 2022 | $369,000 | -91.3% | 7,726 | -90.9% | 0.39% | -88.1% |
| Q2 2022 | $4,218,000 | +887.8% | 85,152 | +487.9% | 3.29% | +1058.1% |
| Q3 2021 | $427,000 | -13.6% | 14,485 | +67.9% | 0.28% | -5.3% |
| Q2 2021 | $494,000 | -74.0% | 8,625 | -73.4% | 0.30% | -81.0% |
| Q4 2020 | $1,897,000 | +3.5% | 32,405 | +2.1% | 1.58% | -6.2% |
| Q3 2020 | $1,832,000 | 0.0% | 31,729 | 0.0% | 1.68% | 0.0% |
| Q2 2020 | $1,832,000 | -99.9% | 31,729 | +16.8% | 1.68% | +19.4% |
| Q1 2020 | $1,533,185,000 | +140.3% | 27,163 | -93.2% | 1.41% | +154.2% |
| Q4 2019 | $637,902,000 | +13630.1% | 400,658 | +352.3% | 0.55% | -78.7% |
| Q1 1987 | $4,646,000 | – | 88,590 | – | 2.60% | – |
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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% |