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 | $1,594,436 | -16.0% | 33,335 | -14.1% | 0.78% | -13.3% |
Q2 2023 | $1,897,932 | -15.1% | 38,828 | -15.0% | 0.90% | -24.9% |
Q1 2023 | $2,234,381 | -9.3% | 45,674 | -12.0% | 1.19% | -18.1% |
Q4 2022 | $2,462,731 | -1.2% | 51,923 | -0.6% | 1.46% | -8.7% |
Q3 2022 | $2,492,000 | -5.8% | 52,214 | -2.2% | 1.59% | -2.0% |
Q2 2022 | $2,645,000 | -3.5% | 53,398 | +2.2% | 1.63% | +7.3% |
Q1 2022 | $2,740,000 | -1.4% | 52,242 | +3.7% | 1.52% | +3.9% |
Q4 2021 | $2,778,000 | +1.5% | 50,354 | +4.8% | 1.46% | -6.0% |
Q3 2021 | $2,737,000 | +1.3% | 48,055 | +1.6% | 1.55% | -1.3% |
Q2 2021 | $2,702,000 | +2.7% | 47,317 | +2.8% | 1.57% | -5.4% |
Q1 2021 | $2,630,000 | -0.3% | 46,035 | +2.1% | 1.66% | -6.6% |
Q4 2020 | $2,639,000 | – | 45,069 | – | 1.78% | – |
Download |
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% |