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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,088,164 | -1.7% | 22,262 | -1.7% | 0.80% | -12.6% |
| Q1 2023 | $1,107,500 | +4.0% | 22,639 | +0.9% | 0.92% | +1.2% |
| Q4 2022 | $1,064,520 | -4.4% | 22,444 | -4.0% | 0.91% | -9.7% |
| Q3 2022 | $1,114,000 | +2.5% | 23,375 | +6.5% | 1.00% | +6.5% |
| Q2 2022 | $1,087,000 | +20.4% | 21,942 | +27.4% | 0.94% | +41.9% |
| Q1 2022 | $903,000 | -2.4% | 17,224 | +2.6% | 0.66% | -7.9% |
| Q4 2021 | $925,000 | – | 16,794 | – | 0.72% | – |
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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% |