VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,641,969 | -2.3% | 55,237 | -0.2% | 1.32% | -0.3% |
| Q2 2023 | $2,705,379 | +10.1% | 55,347 | +10.1% | 1.32% | -3.7% |
| Q1 2023 | $2,458,122 | +6.4% | 50,248 | +3.2% | 1.38% | -4.7% |
| Q4 2022 | $2,309,785 | +3.1% | 48,699 | +3.8% | 1.44% | -9.1% |
| Q3 2022 | $2,240,000 | +3.3% | 46,928 | +7.2% | 1.59% | -7.1% |
| Q2 2022 | $2,169,000 | -37.3% | 43,775 | -33.7% | 1.71% | -29.1% |
| Q1 2022 | $3,461,000 | +35.2% | 65,993 | +42.2% | 2.41% | +20.7% |
| Q4 2021 | $2,559,000 | – | 46,393 | – | 2.00% | – |
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% |