VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 378 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,354 | -99.9% | 28,548 | +24.0% | 0.02% | -5.0% |
Q2 2022 | $1,141,000 | +453.9% | 23,027 | +486.2% | 0.02% | +566.7% |
Q1 2022 | $206,000 | -87.8% | 3,928 | -87.1% | 0.00% | -89.7% |
Q4 2021 | $1,682,000 | +532.3% | 30,494 | +554.1% | 0.03% | +480.0% |
Q3 2021 | $266,000 | -6.3% | 4,662 | -6.1% | 0.01% | -16.7% |
Q2 2021 | $284,000 | -1.4% | 4,966 | -1.5% | 0.01% | 0.0% |
Q1 2021 | $288,000 | -36.4% | 5,042 | -34.8% | 0.01% | -40.0% |
Q4 2020 | $453,000 | -1.9% | 7,738 | -2.6% | 0.01% | -16.7% |
Q3 2020 | $462,000 | +0.7% | 7,947 | 0.0% | 0.01% | -7.7% |
Q2 2020 | $459,000 | +2.7% | 7,947 | 0.0% | 0.01% | -13.3% |
Q1 2020 | $447,000 | -57.6% | 7,947 | -57.4% | 0.02% | -44.4% |
Q4 2019 | $1,055,000 | +61.1% | 18,645 | +67.5% | 0.03% | +28.6% |
Q3 2019 | $655,000 | -1.8% | 11,132 | -4.4% | 0.02% | 0.0% |
Q2 2019 | $667,000 | -6.2% | 11,639 | -8.7% | 0.02% | -30.0% |
Q1 2019 | $711,000 | +69.3% | 12,747 | +64.6% | 0.03% | +50.0% |
Q4 2018 | $420,000 | -1.2% | 7,743 | -0.7% | 0.02% | -4.8% |
Q3 2018 | $425,000 | -2.1% | 7,801 | -1.6% | 0.02% | -8.7% |
Q2 2018 | $434,000 | -22.9% | 7,929 | -22.9% | 0.02% | -25.8% |
Q1 2018 | $563,000 | -4.7% | 10,281 | -5.3% | 0.03% | -16.2% |
Q4 2017 | $591,000 | -5.7% | 10,861 | -5.5% | 0.04% | -14.0% |
Q3 2017 | $627,000 | -9.3% | 11,492 | -9.6% | 0.04% | -12.2% |
Q2 2017 | $691,000 | +112.0% | 12,714 | +112.6% | 0.05% | +28.9% |
Q1 2016 | $326,000 | -90.5% | 5,980 | -90.8% | 0.04% | -87.9% |
Q4 2015 | $3,445,000 | +8.3% | 65,153 | +8.4% | 0.32% | -14.9% |
Q3 2015 | $3,181,000 | +249.6% | 60,090 | +245.7% | 0.37% | +285.4% |
Q2 2015 | $910,000 | +6900.0% | 17,381 | +6908.5% | 0.10% | +9500.0% |
Q1 2015 | $13,000 | -99.7% | 248 | -99.7% | 0.00% | -99.8% |
Q4 2014 | $3,941,000 | +1910.7% | 74,199 | +1843.9% | 0.41% | +1772.7% |
Q3 2014 | $196,000 | +1125.0% | 3,817 | +1100.3% | 0.02% | +1000.0% |
Q2 2014 | $16,000 | 0.0% | 318 | -0.9% | 0.00% | 0.0% |
Q1 2014 | $16,000 | – | 321 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ECLECTIC ASSOCIATES INC /ADV | 610,041 | $30,221,000 | 20.30% |
Sensible Financial Planning & Management, LLC. | 1,318,053 | $65,296,000 | 16.48% |
Summit Wealth Group, LLC | 272,595 | $13,504,000 | 15.95% |
Refined Wealth Management | 339,629 | $16,825,000 | 15.05% |
Evolution Advisers, Inc. | 304,208 | $15,152,000 | 12.37% |
Silver Oak Advisory Group, Inc. | 345,729 | $17,127,000 | 12.14% |
ADE, LLC | 224,728 | $11,133,000 | 11.84% |
Ally Invest Advisors Inc. | 1,626,669 | $80,585,000 | 10.49% |
McCarthy Grittinger Financial Group, LLC | 456,348 | $22,607,486 | 9.72% |
ASSET PLANNING CORPORATION | 222,755 | $11,035,000 | 9.59% |