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 | $320,086 | -48.0% | 6,692 | -46.8% | 0.10% | -41.6% |
| Q2 2023 | $615,066 | -38.9% | 12,583 | -38.9% | 0.18% | -33.3% |
| Q1 2023 | $1,007,202 | -23.3% | 20,589 | -25.7% | 0.27% | -24.4% |
| Q4 2022 | $1,313,458 | +0.8% | 27,693 | +1.4% | 0.35% | -8.8% |
| Q3 2022 | $1,303,000 | -4.5% | 27,300 | -0.9% | 0.39% | +1.6% |
| Q2 2022 | $1,365,000 | -1.7% | 27,548 | +4.0% | 0.38% | +11.4% |
| Q1 2022 | $1,389,000 | +24.7% | 26,492 | +31.2% | 0.34% | +31.5% |
| Q4 2021 | $1,114,000 | -1.2% | 20,188 | +1.9% | 0.26% | -4.1% |
| Q3 2021 | $1,128,000 | +10.6% | 19,805 | +10.9% | 0.27% | +11.1% |
| Q2 2021 | $1,020,000 | +13.3% | 17,859 | +13.3% | 0.24% | +7.0% |
| Q1 2021 | $900,000 | +89900.0% | 15,765 | +28.0% | 0.23% | +22700.0% |
| Q4 2020 | $1,000 | – | 12,319 | – | 0.00% | – |
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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% |