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 | $392,670 | -4.0% | 8,068 | -3.0% | 0.01% | -8.3% |
| Q1 2024 | $408,973 | -11.0% | 8,314 | -10.7% | 0.01% | -20.0% |
| Q4 2023 | $459,620 | +13.7% | 9,311 | +10.2% | 0.02% | +7.1% |
| Q3 2023 | $404,065 | -49.9% | 8,448 | -48.8% | 0.01% | -44.0% |
| Q2 2023 | $806,629 | +43.2% | 16,502 | +43.3% | 0.02% | +31.6% |
| Q1 2023 | $563,286 | -4.6% | 11,514 | -7.5% | 0.02% | -9.5% |
| Q4 2022 | $590,547 | – | 12,451 | – | 0.02% | – |
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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% |