VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 802 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2024. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,906,445 | +114299.5% | 121,357 | +15.6% | 2.41% | +5.8% |
| Q1 2024 | $5,163 | +12.1% | 104,953 | +12.5% | 2.28% | -1.2% |
| Q4 2023 | $4,605 | +4.1% | 93,283 | +0.8% | 2.31% | -5.3% |
| Q3 2023 | $4,425 | +3.3% | 92,511 | +5.5% | 2.44% | +5.4% |
| Q2 2023 | $4,285 | +12.9% | 87,661 | +13.0% | 2.31% | +6.5% |
| Q1 2023 | $3,794 | +26.7% | 77,556 | +22.9% | 2.17% | +17.8% |
| Q4 2022 | $2,994 | -99.2% | 63,121 | +713.8% | 1.84% | +611.2% |
| Q3 2022 | $370,000 | -3.6% | 7,756 | 0.0% | 0.26% | -3.4% |
| Q2 2022 | $384,000 | -5.7% | 7,756 | 0.0% | 0.27% | +8.9% |
| Q1 2022 | $407,000 | +17.6% | 7,756 | +23.8% | 0.25% | +15.5% |
| Q4 2021 | $346,000 | – | 6,266 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 610,041 | $30,221,000 | 20.30% |
| Sensible Financial Planning & Management, LLC. | 1,318,053 | $65,296,000 | 16.48% |
| Summit Wealth Group, LLC | 272,595 | $13,504,000 | 15.95% |
| Refined Wealth Management | 339,629 | $16,825,000 | 15.05% |
| Evolution Advisers, Inc. | 304,208 | $15,152,000 | 12.37% |
| Silver Oak Advisory Group, Inc. | 345,729 | $17,127,000 | 12.14% |
| ADE, LLC | 224,728 | $11,133,000 | 11.84% |
| Ally Invest Advisors Inc. | 1,626,669 | $80,585,000 | 10.49% |
| McCarthy Grittinger Financial Group, LLC | 456,348 | $22,607,486 | 9.72% |
| ASSET PLANNING CORPORATION | 222,755 | $11,035,000 | 9.59% |