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 2022 | $1,810,000 | -3.6% | 37,915 | 0.0% | 0.27% | -2.9% |
| Q2 2022 | $1,878,000 | -10.7% | 37,915 | -5.5% | 0.28% | +3.4% |
| Q1 2022 | $2,104,000 | -3.2% | 40,126 | +1.8% | 0.27% | -2.6% |
| Q4 2021 | $2,173,000 | -3.2% | 39,399 | -0.0% | 0.27% | -9.0% |
| Q3 2021 | $2,244,000 | +2.8% | 39,404 | +3.1% | 0.30% | +2.7% |
| Q2 2021 | $2,183,000 | 0.0% | 38,233 | 0.0% | 0.29% | -7.6% |
| Q1 2021 | $2,183,000 | -4.7% | 38,233 | -2.3% | 0.32% | -13.7% |
| Q4 2020 | $2,290,000 | – | 39,119 | – | 0.37% | – |
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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% |