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 | $1,097,220 | -67.3% | 22,940 | -66.7% | 3.32% | -16.4% |
| Q2 2023 | $3,357,657 | +93.9% | 68,789 | +94.3% | 3.98% | -18.9% |
| Q1 2023 | $1,731,719 | +3.7% | 35,399 | +0.6% | 4.90% | -5.7% |
| Q4 2022 | $1,669,773 | -3.4% | 35,205 | -2.7% | 5.20% | +0.5% |
| Q3 2022 | $1,728,000 | -1.7% | 36,195 | +2.0% | 5.17% | +0.7% |
| Q2 2022 | $1,758,000 | +41.7% | 35,489 | +57.7% | 5.14% | +58.0% |
| Q1 2022 | $1,241,000 | -3.6% | 22,498 | -8.4% | 3.25% | -5.3% |
| Q4 2021 | $1,288,000 | – | 24,560 | – | 3.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |