VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,361 | -2.2% | 132 | +0.8% | 0.00% | – |
| Q2 2023 | $6,501 | -0.1% | 131 | 0.0% | 0.00% | – |
| Q1 2023 | $6,506 | -82.5% | 131 | -83.2% | 0.00% | – |
| Q4 2022 | $37,137 | +147.6% | 781 | +139.6% | 0.00% | – |
| Q3 2022 | $15,000 | +66.7% | 326 | +68.0% | 0.00% | – |
| Q2 2022 | $9,000 | -84.5% | 194 | -82.5% | 0.00% | – |
| Q1 2022 | $58,000 | -9.4% | 1,108 | -5.5% | 0.00% | – |
| Q4 2021 | $64,000 | +481.8% | 1,173 | +504.6% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | +266.7% | 194 | +185.3% | 0.00% | – |
| Q3 2019 | $3,000 | -40.0% | 68 | -29.2% | 0.00% | – |
| Q4 2016 | $5,000 | 0.0% | 96 | 0.0% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 96 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | – | 96 | – | 0.00% | – |
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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% |