VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $650,216 | +2.8% | 13,594 | +5.1% | 0.27% | +0.7% |
| Q2 2023 | $632,294 | +87.6% | 12,936 | +87.8% | 0.27% | +71.8% |
| Q1 2023 | $337,031 | +36.2% | 6,889 | +32.1% | 0.16% | +17.3% |
| Q4 2022 | $247,388 | -1.8% | 5,216 | -1.4% | 0.13% | +3.9% |
| Q3 2022 | $252,000 | -7.0% | 5,290 | -3.1% | 0.13% | -3.8% |
| Q2 2022 | $271,000 | +85659.5% | 5,462 | -9.5% | 0.13% | +51.1% |
| Q1 2022 | $316 | – | 6,033 | – | 0.09% | – |
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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% |