VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $736,642 | -4.8% | 15,401 | -2.7% | 0.21% | -70.4% |
| Q2 2023 | $774,037 | +117.8% | 15,835 | +118.0% | 0.70% | +225.6% |
| Q1 2023 | $355,417 | -34.5% | 7,265 | -36.5% | 0.22% | +33.5% |
| Q4 2022 | $542,955 | -7.5% | 11,445 | -6.9% | 0.16% | -15.7% |
| Q3 2022 | $587,000 | -21.3% | 12,290 | -18.3% | 0.19% | -26.5% |
| Q2 2022 | $746,000 | -23.0% | 15,052 | -18.5% | 0.26% | -28.4% |
| Q1 2022 | $969,000 | -3.4% | 18,474 | +1.6% | 0.36% | -1.1% |
| Q4 2021 | $1,003,000 | -58.1% | 18,183 | -56.8% | 0.37% | -65.3% |
| Q3 2021 | $2,396,000 | +2.2% | 42,060 | +2.4% | 1.06% | -22.4% |
| Q2 2021 | $2,345,000 | +330.3% | 41,055 | +332.1% | 1.36% | +196.9% |
| Q1 2021 | $545,000 | – | 9,502 | – | 0.46% | – |
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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% |