VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,936,000 | +11173.2% | 14,592 | -88.5% | 0.16% | -89.7% |
| Q2 2023 | $6,191,128 | -13.3% | 126,660 | -13.3% | 1.60% | -18.4% |
| Q1 2023 | $7,143,742 | -3.9% | 146,029 | -6.8% | 1.96% | -12.2% |
| Q4 2022 | $7,433,772 | -6.1% | 156,731 | -5.5% | 2.23% | -15.8% |
| Q3 2022 | $7,918,000 | -13.4% | 165,899 | -10.1% | 2.64% | -8.4% |
| Q2 2022 | $9,144,000 | -4.8% | 184,588 | +0.8% | 2.88% | +2.5% |
| Q1 2022 | $9,605,000 | +95.5% | 183,164 | +104.6% | 2.82% | +33.3% |
| Q4 2021 | $4,914,000 | -49.8% | 89,533 | -48.0% | 2.11% | -27.9% |
| Q3 2021 | $9,798,000 | +7.8% | 172,016 | +8.1% | 2.93% | +6.8% |
| Q2 2021 | $9,089,000 | +17.7% | 159,182 | +17.7% | 2.74% | +2.3% |
| Q1 2021 | $7,723,000 | +4.6% | 135,210 | +7.2% | 2.68% | -5.5% |
| Q4 2020 | $7,382,000 | – | 126,083 | – | 2.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |