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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |