VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $27,644 | +3.2% | 560 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $26,785 | -2.1% | 560 | 0.0% | 0.01% | +7.7% |
| Q2 2023 | $27,373 | -0.1% | 560 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $27,395 | +3.1% | 560 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $26,561 | -1.6% | 560 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $27,000 | -3.6% | 560 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $28,000 | -3.4% | 560 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $29,000 | -50.0% | 560 | -46.8% | 0.01% | -47.8% |
| Q4 2021 | $58,000 | -1.7% | 1,053 | +1.4% | 0.02% | -8.0% |
| Q3 2021 | $59,000 | 0.0% | 1,038 | +0.1% | 0.02% | +38.9% |
| Q2 2021 | $59,000 | 0.0% | 1,037 | +0.1% | 0.02% | +5.9% |
| Q1 2021 | $59,000 | -3.3% | 1,036 | 0.0% | 0.02% | -10.5% |
| Q4 2020 | $61,000 | -10.3% | 1,036 | -11.8% | 0.02% | -17.4% |
| Q3 2020 | $68,000 | 0.0% | 1,175 | +0.1% | 0.02% | -4.2% |
| Q2 2020 | $68,000 | +3.0% | 1,174 | +0.2% | 0.02% | -11.1% |
| Q1 2020 | $66,000 | 0.0% | 1,172 | +0.1% | 0.03% | +35.0% |
| Q4 2019 | $66,000 | -2.9% | 1,171 | +1.4% | 0.02% | -4.8% |
| Q3 2019 | $68,000 | +3.0% | 1,155 | +0.1% | 0.02% | 0.0% |
| Q2 2019 | $66,000 | +3.1% | 1,154 | +0.2% | 0.02% | 0.0% |
| Q1 2019 | $64,000 | +3.2% | 1,152 | +0.1% | 0.02% | 0.0% |
| Q4 2018 | $62,000 | +12.7% | 1,151 | +13.4% | 0.02% | +40.0% |
| Q3 2018 | $55,000 | +27.9% | 1,015 | +27.7% | 0.02% | +25.0% |
| Q2 2018 | $43,000 | +38.7% | 795 | +42.0% | 0.01% | +33.3% |
| Q1 2018 | $31,000 | – | 560 | – | 0.01% | – |
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% |