VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,693 | -39.7% | 349 | -38.3% | 0.00% | -33.3% |
Q2 2023 | $27,667 | -5.4% | 566 | -5.4% | 0.00% | -40.0% |
Q1 2023 | $29,255 | +17.0% | 598 | +13.5% | 0.01% | 0.0% |
Q4 2022 | $24,996 | -0.0% | 527 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $25,000 | -3.8% | 527 | 0.0% | 0.01% | -28.6% |
Q2 2022 | $26,000 | -7.1% | 527 | 0.0% | 0.01% | -30.0% |
Q1 2022 | $28,000 | -90.0% | 527 | -89.6% | 0.01% | -90.2% |
Q4 2021 | $280,000 | – | 5,071 | – | 0.10% | – |
Download |
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% |