VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,387 | -2.9% | 5,705 | -0.2% | 0.20% | -2.9% |
| Q2 2023 | $279,398 | -0.1% | 5,716 | 0.0% | 0.21% | -5.9% |
| Q1 2023 | $279,627 | +9.1% | 5,716 | +5.8% | 0.22% | +0.9% |
| Q4 2022 | $256,217 | +0.5% | 5,402 | +1.0% | 0.22% | -8.3% |
| Q3 2022 | $255,000 | -0.4% | 5,350 | +3.4% | 0.24% | +2.6% |
| Q2 2022 | $256,000 | -5.5% | 5,174 | 0.0% | 0.23% | +4.5% |
| Q1 2022 | $271,000 | +14.8% | 5,174 | +20.8% | 0.22% | +19.1% |
| Q4 2021 | $236,000 | – | 4,282 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |