VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $554,063 | -53.4% | 11,584 | -52.4% | 0.49% | -49.4% |
| Q2 2023 | $1,188,811 | -1.9% | 24,321 | -1.8% | 0.97% | -16.8% |
| Q1 2023 | $1,211,406 | -3.3% | 24,763 | -6.2% | 1.17% | -9.8% |
| Q4 2022 | $1,252,152 | -28.4% | 26,400 | -28.0% | 1.29% | -23.0% |
| Q3 2022 | $1,749,000 | +217.4% | 36,648 | +229.3% | 1.68% | +184.6% |
| Q2 2022 | $551,000 | -70.4% | 11,130 | -68.6% | 0.59% | -61.0% |
| Q1 2022 | $1,859,000 | – | 35,444 | – | 1.51% | – |
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% |