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 | $5,663,440 | -3.4% | 117,292 | -2.6% | 0.62% | -3.3% |
| Q2 2023 | $5,862,180 | -5.6% | 120,448 | -5.1% | 0.65% | -2.3% |
| Q1 2023 | $6,210,506 | +10.7% | 126,952 | +7.3% | 0.66% | +0.2% |
| Q4 2022 | $5,610,285 | -3.0% | 118,286 | -1.9% | 0.66% | -6.1% |
| Q3 2022 | $5,781,000 | -10.3% | 120,591 | -4.4% | 0.70% | -8.7% |
| Q2 2022 | $6,442,000 | -3.0% | 126,092 | -0.4% | 0.77% | -0.3% |
| Q1 2022 | $6,638,000 | +5.5% | 126,591 | +10.2% | 0.77% | -3.6% |
| Q4 2021 | $6,289,000 | – | 114,852 | – | 0.80% | – |
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% |