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 | $419,279 | +372.7% | 8,766 | +368.8% | 0.04% | +483.3% |
| Q4 2022 | $88,694 | -81.0% | 1,870 | -80.2% | 0.01% | -82.9% |
| Q2 2022 | $468,000 | -39.0% | 9,440 | -35.5% | 0.04% | -31.4% |
| Q1 2022 | $767,000 | -15.4% | 14,627 | -11.0% | 0.05% | -12.1% |
| Q4 2021 | $907,000 | -12.6% | 16,442 | -9.8% | 0.06% | -21.6% |
| Q3 2021 | $1,038,000 | -7.2% | 18,226 | -6.9% | 0.07% | -11.9% |
| Q2 2021 | $1,118,000 | +2.8% | 19,579 | +2.8% | 0.08% | +1.2% |
| Q1 2021 | $1,088,000 | +9.0% | 19,047 | +11.7% | 0.08% | +3.8% |
| Q4 2020 | $998,000 | -7.5% | 17,048 | -8.0% | 0.08% | -16.7% |
| Q3 2020 | $1,079,000 | -80.5% | 18,537 | -80.7% | 0.10% | -81.7% |
| Q2 2020 | $5,545,000 | +4.4% | 96,053 | +1.8% | 0.52% | -12.4% |
| Q1 2020 | $5,310,000 | +16.9% | 94,379 | +17.5% | 0.60% | +38.4% |
| Q4 2019 | $4,544,000 | -9.0% | 80,319 | -6.2% | 0.43% | +49.0% |
| Q3 2019 | $4,995,000 | +537.1% | 85,584 | +525.1% | 0.29% | +249.4% |
| Q2 2019 | $784,000 | +16.7% | 13,691 | +13.7% | 0.08% | +10.7% |
| Q1 2019 | $672,000 | – | 12,042 | – | 0.08% | – |
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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% |