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 | $371,000 | -1.9% | 7,747 | +0.1% | 0.06% | +25.0% |
| Q2 2023 | $378,000 | +2.7% | 7,740 | +3.0% | 0.04% | -4.3% |
| Q1 2023 | $368,000 | +3.4% | 7,515 | 0.0% | 0.05% | -9.8% |
| Q4 2022 | $356,000 | -9.2% | 7,515 | -8.4% | 0.05% | -23.9% |
| Q3 2022 | $392,000 | -4.9% | 8,204 | -1.4% | 0.07% | -10.7% |
| Q2 2022 | $412,000 | -5.3% | 8,322 | +0.3% | 0.08% | +7.1% |
| Q1 2022 | $435,000 | -7.8% | 8,300 | -2.9% | 0.07% | -4.1% |
| Q4 2021 | $472,000 | +12.6% | 8,552 | +16.2% | 0.07% | +7.4% |
| Q3 2021 | $419,000 | +6.3% | 7,357 | +6.5% | 0.07% | +17.2% |
| Q2 2021 | $394,000 | – | 6,905 | – | 0.06% | – |
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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% |