VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $311,000 | -5.5% | 6,279 | 0.0% | 0.15% | +10.0% |
| Q1 2022 | $329,000 | -41.7% | 6,279 | -38.6% | 0.14% | -44.4% |
| Q4 2021 | $564,000 | +72.0% | 10,224 | +77.4% | 0.25% | +71.4% |
| Q3 2021 | $328,000 | -1.2% | 5,764 | -0.9% | 0.15% | -3.3% |
| Q2 2021 | $332,000 | +0.9% | 5,815 | +0.9% | 0.15% | -24.8% |
| Q1 2021 | $329,000 | -2.4% | 5,764 | 0.0% | 0.20% | -9.4% |
| Q4 2020 | $337,000 | +0.6% | 5,764 | 0.0% | 0.22% | -13.9% |
| Q3 2020 | $335,000 | +0.6% | 5,764 | 0.0% | 0.26% | -6.5% |
| Q2 2020 | $333,000 | +2.8% | 5,764 | 0.0% | 0.28% | -6.4% |
| Q1 2020 | $324,000 | – | 5,764 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |