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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $255,803 | +103046.4% | 5,229 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $248 | -100.0% | 5,229 | -62.2% | 0.02% | -67.6% |
| Q3 2022 | $660,000 | -3.9% | 13,836 | -0.2% | 0.07% | -5.6% |
| Q2 2022 | $687,000 | -12.3% | 13,868 | -7.2% | 0.07% | +200.0% |
| Q1 2022 | $783,000 | -5.0% | 14,937 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $824,000 | -1.0% | 14,937 | +2.2% | 0.02% | +108.3% |
| Q3 2021 | $832,000 | +8.2% | 14,615 | +8.5% | 0.01% | -25.0% |
| Q2 2021 | $769,000 | -0.1% | 13,474 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $770,000 | -0.1% | 13,474 | +2.3% | 0.02% | -10.0% |
| Q4 2020 | $771,000 | +1.4% | 13,166 | +0.7% | 0.02% | -13.0% |
| Q3 2020 | $760,000 | -1.7% | 13,069 | -2.4% | 0.02% | -4.2% |
| Q2 2020 | $773,000 | -47.6% | 13,397 | -48.9% | 0.02% | -7.7% |
| Q1 2020 | $1,474,000 | +99.7% | 26,206 | +100.9% | 0.03% | +30.0% |
| Q4 2019 | $738,000 | -3.9% | 13,046 | 0.0% | 0.02% | -9.1% |
| Q3 2019 | $768,000 | +5.5% | 13,046 | +2.6% | 0.02% | +4.8% |
| Q2 2019 | $728,000 | +34.3% | 12,711 | +30.7% | 0.02% | +40.0% |
| Q1 2019 | $542,000 | +20.4% | 9,722 | +17.1% | 0.02% | +15.4% |
| Q4 2018 | $450,000 | -0.7% | 8,299 | 0.0% | 0.01% | +18.2% |
| Q3 2018 | $453,000 | -0.2% | 8,299 | 0.0% | 0.01% | -47.6% |
| Q2 2018 | $454,000 | – | 8,299 | – | 0.02% | – |
Download | ||||||
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% |