VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,566 | -9.4% | 200 | -7.4% | 0.00% | – |
| Q2 2023 | $10,559 | +0.9% | 216 | +0.9% | 0.00% | – |
| Q1 2023 | $10,469 | +3.1% | 214 | 0.0% | 0.00% | – |
| Q4 2022 | $10,150 | +1.5% | 214 | +7.0% | 0.00% | – |
| Q3 2022 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | +66.7% | 200 | +100.0% | 0.00% | – |
| Q3 2021 | $6,000 | -81.2% | 100 | -81.9% | 0.00% | -100.0% |
| Q2 2021 | $32,000 | +433.3% | 552 | +452.0% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -75.0% | 100 | -76.5% | 0.00% | -100.0% |
| Q4 2019 | $24,000 | +300.0% | 425 | +325.0% | 0.00% | – |
| Q3 2019 | $6,000 | +500.0% | 100 | +4900.0% | 0.00% | – |
| Q1 2018 | $1,000 | -98.7% | 2 | -99.9% | 0.00% | -100.0% |
| Q4 2017 | $79,000 | – | 1,450 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |