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 | $1,773,406 | -3.7% | 37,077 | -2.1% | 1.93% | +0.7% |
| Q2 2023 | $1,841,957 | -2.7% | 37,877 | -2.1% | 1.92% | -11.5% |
| Q1 2023 | $1,893,163 | +1.6% | 38,707 | -1.4% | 2.16% | -3.1% |
| Q4 2022 | $1,862,770 | -1.2% | 39,274 | -0.5% | 2.23% | -8.8% |
| Q3 2022 | $1,884,793 | +49.8% | 39,489 | +55.5% | 2.45% | +54.5% |
| Q2 2022 | $1,257,976 | -0.8% | 25,393 | +5.0% | 1.59% | +29.6% |
| Q1 2022 | $1,268,561 | -4.9% | 24,191 | +0.0% | 1.22% | -2.1% |
| Q4 2021 | $1,334,345 | – | 24,190 | – | 1.25% | – |
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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% |