VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $254,000 | -57.6% | 5,321 | -56.0% | 0.11% | -53.4% |
| Q2 2022 | $599,000 | -52.4% | 12,091 | -49.6% | 0.24% | -43.7% |
| Q1 2022 | $1,259,000 | -52.9% | 24,004 | -47.4% | 0.42% | -65.8% |
| Q4 2021 | $2,672,000 | +3.4% | 45,644 | +0.6% | 1.24% | +30.0% |
| Q3 2021 | $2,585,000 | +1.2% | 45,380 | +1.5% | 0.95% | -12.5% |
| Q2 2021 | $2,554,000 | -2.0% | 44,726 | -2.0% | 1.09% | -1.7% |
| Q1 2021 | $2,607,000 | -2.4% | 45,645 | +0.0% | 1.11% | -10.6% |
| Q4 2020 | $2,672,000 | – | 45,644 | – | 1.24% | – |
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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% |