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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |