VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $354,181 | -0.7% | 7,405 | +1.5% | 0.24% | +4.9% |
Q2 2023 | $356,726 | +27.0% | 7,298 | +27.1% | 0.23% | +13.6% |
Q1 2023 | $280,996 | -21.3% | 5,744 | -23.7% | 0.20% | -24.3% |
Q4 2022 | $357,195 | -10.0% | 7,531 | -9.4% | 0.26% | -17.8% |
Q3 2022 | $397,000 | -3.6% | 8,308 | -0.2% | 0.32% | +0.3% |
Q2 2022 | $412,000 | +20.8% | 8,321 | +27.8% | 0.32% | +42.4% |
Q1 2022 | $341,000 | – | 6,510 | – | 0.22% | – |
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% |