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 2023 | $889,542 | +65.7% | 18,598 | +69.3% | 0.23% | +64.1% |
Q2 2023 | $536,898 | +6.7% | 10,984 | +6.8% | 0.14% | +0.7% |
Q1 2023 | $503,093 | -3.2% | 10,284 | -6.2% | 0.14% | -6.6% |
Q4 2022 | $519,738 | -14.2% | 10,958 | -13.7% | 0.15% | -16.1% |
Q3 2022 | $606,000 | -11.0% | 12,695 | -7.7% | 0.18% | -11.8% |
Q2 2022 | $681,000 | +15.0% | 13,750 | +21.8% | 0.20% | +30.8% |
Q1 2022 | $592,000 | -9.3% | 11,285 | -4.6% | 0.16% | -8.8% |
Q4 2021 | $653,000 | +0.5% | 11,833 | +3.8% | 0.17% | -9.5% |
Q3 2021 | $650,000 | -0.3% | 11,404 | -0.2% | 0.19% | +4.4% |
Q2 2021 | $652,000 | +3.0% | 11,426 | +3.0% | 0.18% | +4.6% |
Q1 2021 | $633,000 | -2.5% | 11,088 | 0.0% | 0.17% | -9.9% |
Q4 2020 | $649,000 | -2.6% | 11,088 | -3.0% | 0.19% | -9.9% |
Q3 2020 | $666,000 | – | 11,428 | – | 0.21% | – |
Download |
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% |