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 | $181,232 | -44.6% | 26,318 | -49.2% | 0.03% | -45.2% |
| Q1 2023 | $327,016 | +125.8% | 51,764 | +1595.0% | 0.06% | +113.8% |
| Q4 2022 | $144,851 | -14.3% | 3,054 | -13.7% | 0.03% | -29.3% |
| Q3 2022 | $169,000 | -36.0% | 3,539 | -33.6% | 0.04% | -33.9% |
| Q2 2022 | $264,000 | -6.7% | 5,329 | -8.5% | 0.06% | +10.7% |
| Q1 2022 | $283,000 | -57.8% | 5,827 | -52.1% | 0.06% | -61.1% |
| Q4 2021 | $671,000 | +193.0% | 12,169 | +203.5% | 0.14% | +161.8% |
| Q2 2021 | $229,000 | +2.2% | 4,009 | -84.9% | 0.06% | 0.0% |
| Q1 2021 | $224,000 | +58.9% | 26,533 | +6.0% | 0.06% | +31.0% |
| Q4 2020 | $141,000 | – | 25,023 | – | 0.04% | – |
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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% |