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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $282,000 | -3.8% | 5,937 | +0.9% | 0.14% | +0.7% |
| Q2 2022 | $293,000 | -17.5% | 5,882 | -15.3% | 0.14% | -13.4% |
| Q1 2022 | $355,000 | -5.3% | 6,944 | +1.3% | 0.16% | +4.5% |
| Q4 2021 | $375,000 | +5.6% | 6,852 | +10.1% | 0.16% | +0.6% |
| Q3 2021 | $355,000 | +2.0% | 6,226 | +2.1% | 0.16% | -0.6% |
| Q2 2021 | $348,000 | +3.3% | 6,097 | +3.5% | 0.16% | -3.7% |
| Q1 2021 | $337,000 | +6.6% | 5,889 | +8.8% | 0.16% | -6.3% |
| Q4 2020 | $316,000 | +2.6% | 5,411 | +2.7% | 0.17% | -9.8% |
| Q3 2020 | $308,000 | -41.6% | 5,269 | -42.2% | 0.19% | -44.2% |
| Q2 2020 | $527,000 | – | 9,112 | – | 0.35% | – |
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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% |