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 | $933,154 | -6.9% | 19,511 | -4.8% | 0.26% | +4.4% |
| Q2 2023 | $1,002,024 | +600.9% | 20,500 | +601.6% | 0.25% | +638.2% |
| Q1 2023 | $142,970 | -85.5% | 2,922 | -85.9% | 0.03% | -85.3% |
| Q4 2022 | $984,317 | +1.7% | 20,736 | +2.2% | 0.23% | +12.1% |
| Q3 2022 | $968,000 | -8.5% | 20,281 | -3.9% | 0.21% | +4.0% |
| Q2 2022 | $1,058,000 | -7.0% | 21,099 | -7.5% | 0.20% | -8.3% |
| Q1 2022 | $1,138,000 | – | 22,805 | – | 0.22% | – |
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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% |