VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,966,384 | +61.2% | 41,112 | +64.8% | 0.18% | +72.1% |
| Q2 2023 | $1,219,540 | +3.8% | 24,950 | +3.9% | 0.10% | -2.8% |
| Q1 2023 | $1,174,626 | +14.7% | 24,011 | +11.2% | 0.11% | +5.9% |
| Q4 2022 | $1,023,718 | -7.1% | 21,584 | -6.5% | 0.10% | -8.2% |
| Q3 2022 | $1,102,000 | +1.4% | 23,079 | +5.1% | 0.11% | +2.8% |
| Q2 2022 | $1,087,000 | -4.4% | 21,949 | +1.2% | 0.11% | +50.7% |
| Q1 2022 | $1,137,000 | -8.6% | 21,683 | -3.9% | 0.07% | -7.8% |
| Q4 2021 | $1,244,000 | +682.4% | 22,555 | +707.6% | 0.08% | +600.0% |
| Q3 2021 | $159,000 | +7.4% | 2,793 | +7.5% | 0.01% | +10.0% |
| Q2 2021 | $148,000 | +11.3% | 2,597 | +11.8% | 0.01% | +11.1% |
| Q1 2021 | $133,000 | +31.7% | 2,322 | +34.1% | 0.01% | +12.5% |
| Q4 2020 | $101,000 | +8.6% | 1,731 | +7.7% | 0.01% | 0.0% |
| Q3 2020 | $93,000 | 0.0% | 1,607 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $93,000 | +2.2% | 1,607 | -0.1% | 0.01% | -12.5% |
| Q1 2020 | $91,000 | -13.3% | 1,609 | -12.9% | 0.01% | -11.1% |
| Q4 2019 | $105,000 | -49.5% | 1,848 | -47.7% | 0.01% | -52.6% |
| Q3 2019 | $208,000 | -18.8% | 3,533 | -20.9% | 0.02% | -32.1% |
| Q2 2019 | $256,000 | +8.9% | 4,466 | +6.1% | 0.03% | -3.4% |
| Q1 2019 | $235,000 | +3.1% | 4,211 | +0.0% | 0.03% | -9.4% |
| Q4 2018 | $228,000 | -6.9% | 4,210 | -6.2% | 0.03% | +3.2% |
| Q3 2018 | $245,000 | +52.2% | 4,487 | +52.9% | 0.03% | +40.9% |
| Q2 2018 | $161,000 | 0.0% | 2,935 | -0.1% | 0.02% | 0.0% |
| Q1 2018 | $161,000 | +519.2% | 2,938 | +514.6% | 0.02% | +450.0% |
| Q4 2017 | $26,000 | – | 478 | – | 0.00% | – |
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% |