VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,781 | -2.1% | 7,313 | 0.0% | 0.14% | +2.1% |
| Q2 2023 | $357,459 | -0.5% | 7,313 | -0.4% | 0.14% | -2.1% |
| Q1 2023 | $359,268 | +56.6% | 7,344 | +51.9% | 0.14% | +52.1% |
| Q4 2022 | $229,371 | -6.4% | 4,836 | -5.7% | 0.09% | -16.8% |
| Q3 2022 | $245,000 | -3.5% | 5,131 | 0.0% | 0.11% | +3.7% |
| Q2 2022 | $254,000 | -3.1% | 5,131 | 0.0% | 0.11% | 0.0% |
| Q1 2022 | $262,000 | -63.8% | 5,131 | -98.9% | 0.11% | -57.3% |
| Q4 2021 | $723,000 | +116.5% | 449,245 | +7565.0% | 0.26% | +102.4% |
| Q3 2021 | $334,000 | -12.1% | 5,861 | -12.0% | 0.13% | -11.9% |
| Q2 2021 | $380,000 | -52.9% | 6,663 | -98.5% | 0.14% | -55.6% |
| Q1 2021 | $807,000 | -5.2% | 450,350 | -0.1% | 0.32% | -17.2% |
| Q4 2020 | $851,000 | – | 450,957 | – | 0.39% | – |
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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% |