VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,724,055 | +2.6% | 56,953 | +4.8% | 1.52% | +2.7% |
| Q2 2023 | $2,655,946 | -2.1% | 54,336 | -2.0% | 1.48% | -9.0% |
| Q1 2023 | $2,713,568 | +2.5% | 55,470 | -0.6% | 1.63% | -6.1% |
| Q4 2022 | $2,647,000 | +23.3% | 55,817 | +24.1% | 1.73% | +9.4% |
| Q3 2022 | $2,147,000 | -36.6% | 44,991 | -34.2% | 1.58% | -36.4% |
| Q2 2022 | $3,385,000 | -17.9% | 68,331 | -13.1% | 2.49% | -21.6% |
| Q1 2022 | $4,123,000 | +8.6% | 78,621 | +14.2% | 3.18% | +9.7% |
| Q4 2021 | $3,796,000 | – | 68,815 | – | 2.90% | – |
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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% |