VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
ADE, LLC | 224,010 | $11,747,000 | 11.04% |
Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |