VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
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% | – |
Download |
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% |