VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 283 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521 | -4.8% | 10,902 | -2.5% | 0.00% | 0.0% |
| Q2 2023 | $547 | 0.0% | 11,182 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $547 | +3.2% | 11,182 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $530 | -99.9% | 11,182 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $538,000 | -9.1% | 11,282 | -5.6% | 0.00% | 0.0% |
| Q2 2022 | $592,000 | -5.0% | 11,957 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $623,000 | -6.2% | 11,882 | -1.2% | 0.00% | 0.0% |
| Q4 2021 | $664,000 | -0.9% | 12,032 | +2.2% | 0.00% | 0.0% |
| Q3 2021 | $670,000 | +144.5% | 11,769 | +145.0% | 0.00% | +100.0% |
| Q2 2021 | $274,000 | -50.9% | 4,804 | -50.8% | 0.00% | -50.0% |
| Q1 2021 | $558,000 | -63.8% | 9,761 | -63.0% | 0.00% | -60.0% |
| Q4 2020 | $1,543,000 | +102.5% | 26,352 | +89.2% | 0.01% | +66.7% |
| Q1 2018 | $762,000 | +249.5% | 13,928 | +245.4% | 0.00% | +200.0% |
| Q1 2017 | $218,000 | – | 4,032 | – | 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% |