VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393 | +7.4% | 8,224 | +9.7% | 0.15% | +18.3% |
| Q2 2023 | $366 | +2.2% | 7,499 | +2.4% | 0.13% | -5.3% |
| Q1 2023 | $358 | -6.3% | 7,325 | -9.1% | 0.13% | -10.7% |
| Q4 2022 | $382 | -99.9% | 8,059 | +28.3% | 0.15% | +9.6% |
| Q3 2022 | $299,000 | -29.8% | 6,280 | -27.0% | 0.14% | -47.1% |
| Q2 2022 | $426,000 | – | 8,604 | – | 0.26% | – |
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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% |