VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,193,258 | -6.4% | 45,855 | -4.4% | 1.34% | -7.5% |
| Q2 2023 | $2,344,376 | +1.2% | 47,962 | +1.3% | 1.45% | -6.0% |
| Q1 2023 | $2,317,122 | -3.1% | 47,366 | -6.1% | 1.55% | -10.9% |
| Q4 2022 | $2,391,616 | +1.5% | 50,424 | +2.1% | 1.74% | +7.1% |
| Q3 2022 | $2,357,000 | -8.9% | 49,390 | -5.5% | 1.62% | -8.5% |
| Q2 2022 | $2,588,000 | -56.8% | 52,237 | -54.3% | 1.77% | -21.0% |
| Q1 2022 | $5,992,000 | +124.8% | 114,274 | +136.5% | 2.24% | +5.7% |
| Q4 2021 | $2,665,000 | -3.7% | 48,321 | -0.5% | 2.12% | -12.4% |
| Q3 2021 | $2,766,000 | +8.5% | 48,565 | +8.8% | 2.42% | -1.0% |
| Q2 2021 | $2,550,000 | +4.0% | 44,653 | +4.0% | 2.44% | -7.5% |
| Q1 2021 | $2,452,000 | – | 42,931 | – | 2.64% | – |
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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% |