VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,498,336 | -4.1% | 31,326 | -2.0% | 1.38% | -0.9% |
| Q2 2023 | $1,562,837 | -1.2% | 31,973 | -1.1% | 1.39% | -15.4% |
| Q1 2023 | $1,582,220 | +0.4% | 32,343 | +0.4% | 1.64% | +0.3% |
| Q4 2022 | $1,576,000 | +7.8% | 32,203 | +5.6% | 1.64% | +4.0% |
| Q3 2022 | $1,462,000 | +8.8% | 30,503 | +16.4% | 1.58% | +8.5% |
| Q2 2022 | $1,344,000 | -0.9% | 26,206 | -1.8% | 1.45% | +18.6% |
| Q1 2022 | $1,356,000 | -2.7% | 26,680 | +2.0% | 1.22% | -7.2% |
| Q4 2021 | $1,393,000 | – | 26,149 | – | 1.32% | – |
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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% |