VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,605,777 | -4.1% | 179,924 | -2.0% | 2.12% | -2.7% |
| Q2 2023 | $8,975,311 | +6.7% | 183,619 | +6.8% | 2.17% | -1.9% |
| Q1 2023 | $8,407,943 | +10.8% | 171,871 | +7.5% | 2.22% | -6.7% |
| Q4 2022 | $7,586,409 | +13.3% | 159,950 | +14.0% | 2.37% | -5.9% |
| Q3 2022 | $6,695,000 | +10.2% | 140,274 | +14.4% | 2.52% | +6.9% |
| Q2 2022 | $6,077,000 | +24.7% | 122,659 | +32.0% | 2.36% | +28.8% |
| Q1 2022 | $4,875,000 | – | 92,957 | – | 1.83% | – |
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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% |