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 | $6,908,477 | +1750.4% | 145,230 | +1800.9% | 0.01% | +1000.0% |
Q2 2023 | $373,359 | -3.4% | 7,640 | -3.3% | 0.00% | 0.0% |
Q1 2023 | $386,348 | -3.8% | 7,899 | -6.7% | 0.00% | 0.0% |
Q4 2022 | $401,448 | -12.9% | 8,464 | -12.4% | 0.00% | -50.0% |
Q3 2022 | $461,000 | -37.4% | 9,665 | -35.0% | 0.00% | -33.3% |
Q2 2022 | $737,000 | +1.7% | 14,859 | +6.0% | 0.00% | +50.0% |
Q1 2022 | $725,000 | -89.4% | 14,024 | -88.7% | 0.00% | -91.3% |
Q4 2021 | $6,847,000 | – | 124,335 | – | 0.02% | – |
Download |
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% |