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 | $5,948,795 | -4.1% | 124,402 | -2.0% | 0.53% | +1.0% |
| Q2 2023 | $6,204,920 | -1.6% | 126,944 | -1.5% | 0.52% | -6.4% |
| Q1 2023 | $6,305,115 | +3.9% | 128,915 | +0.7% | 0.56% | +0.9% |
| Q4 2022 | $6,070,314 | -5.1% | 127,987 | -4.5% | 0.56% | -13.1% |
| Q3 2022 | $6,394,000 | -0.1% | 133,982 | +3.7% | 0.64% | +1.1% |
| Q2 2022 | $6,402,000 | -9.0% | 129,238 | -3.7% | 0.63% | +9.9% |
| Q1 2022 | $7,039,000 | +354.4% | 134,257 | +393.7% | 0.58% | +380.0% |
| Q4 2021 | $1,549,000 | +114.5% | 27,192 | +114.6% | 0.12% | +160.9% |
| Q3 2021 | $722,000 | +248.8% | 12,673 | +248.3% | 0.05% | +253.8% |
| Q2 2021 | $207,000 | – | 3,639 | – | 0.01% | – |
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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% |