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% | – |
Download |
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% |