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 | $489 | -99.9% | 10,215 | +4.8% | 0.07% | +4.7% |
| Q4 2021 | $538,000 | +76.4% | 9,744 | +82.2% | 0.06% | +45.5% |
| Q3 2021 | $305,000 | -18.0% | 5,348 | -17.9% | 0.04% | -20.0% |
| Q2 2021 | $372,000 | -1.8% | 6,516 | -1.7% | 0.06% | -19.1% |
| Q1 2021 | $379,000 | -20.5% | 6,627 | -18.6% | 0.07% | -35.2% |
| Q4 2020 | $477,000 | +5.1% | 8,140 | +4.2% | 0.10% | -28.1% |
| Q3 2020 | $454,000 | -8.5% | 7,810 | -9.2% | 0.15% | -22.3% |
| Q2 2020 | $496,000 | -8.0% | 8,598 | -10.2% | 0.19% | -34.3% |
| Q1 2020 | $539,000 | -74.0% | 9,579 | -73.9% | 0.29% | -66.2% |
| Q4 2019 | $2,073,000 | +746.1% | 36,631 | +712.8% | 0.84% | +1011.8% |
| Q2 2017 | $245,000 | – | 4,507 | – | 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% |