VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604,246 | -9.5% | 12,633 | -7.5% | 0.41% | -10.5% |
| Q2 2023 | $667,800 | +7.4% | 13,662 | +7.5% | 0.46% | -7.3% |
| Q1 2023 | $621,705 | +3.4% | 12,709 | +0.3% | 0.49% | -14.2% |
| Q4 2022 | $601,252 | +0.2% | 12,677 | +0.8% | 0.58% | +6.9% |
| Q3 2022 | $600,000 | -3.4% | 12,577 | +0.3% | 0.54% | -11.3% |
| Q2 2022 | $621,000 | -5.3% | 12,542 | +0.2% | 0.61% | +9.4% |
| Q1 2022 | $656,000 | +6.3% | 12,513 | +11.9% | 0.56% | +3.3% |
| Q4 2021 | $617,000 | – | 11,182 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |