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 | 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% |