VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $262,338 | -33.6% | 5,531 | -33.2% | 0.04% | -40.0% |
| Q3 2022 | $395,000 | -16.7% | 8,275 | -13.6% | 0.06% | -17.8% |
| Q2 2022 | $474,000 | -14.7% | 9,576 | -9.7% | 0.07% | -3.9% |
| Q1 2022 | $556,000 | +34.0% | 10,602 | +40.8% | 0.08% | +31.0% |
| Q4 2021 | $415,000 | +12.8% | 7,528 | +16.4% | 0.06% | +3.6% |
| Q3 2021 | $368,000 | +21.1% | 6,469 | +21.6% | 0.06% | +21.7% |
| Q2 2021 | $304,000 | – | 5,319 | – | 0.05% | – |
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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% |