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 2023 | $680,812 | +1.3% | 14,234 | +3.5% | 0.58% | +7.6% |
Q2 2023 | $672,296 | +17.3% | 13,754 | +17.4% | 0.54% | +12.7% |
Q1 2023 | $573,196 | +16.1% | 11,717 | +12.6% | 0.48% | +7.4% |
Q4 2022 | $493,604 | +13.5% | 10,407 | +14.3% | 0.45% | +5.7% |
Q3 2022 | $435,000 | +2.1% | 9,108 | +5.9% | 0.42% | +6.3% |
Q2 2022 | $426,000 | +5.4% | 8,603 | +27.2% | 0.40% | +14.0% |
Q1 2022 | $404,000 | +22.8% | 6,764 | +13.5% | 0.35% | +27.4% |
Q4 2021 | $329,000 | +0.6% | 5,958 | +3.9% | 0.27% | -4.9% |
Q3 2021 | $327,000 | +7.6% | 5,734 | +7.5% | 0.29% | +7.9% |
Q2 2021 | $304,000 | +23.1% | 5,332 | +26.6% | 0.27% | +8.1% |
Q4 2020 | $247,000 | – | 4,213 | – | 0.25% | – |
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% |