VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,069 | -58.0% | 4,392 | -57.0% | 0.00% | -80.0% |
| Q1 2023 | $499,816 | +8.5% | 10,217 | +5.2% | 0.01% | -28.6% |
| Q4 2022 | $460,830 | -6.3% | 9,716 | -5.8% | 0.01% | -6.7% |
| Q3 2022 | $492,000 | +113.9% | 10,313 | +147.2% | 0.02% | +50.0% |
| Q4 2021 | $230,000 | -44.2% | 4,172 | -42.4% | 0.01% | -16.7% |
| Q3 2021 | $412,000 | -58.3% | 7,238 | -58.2% | 0.01% | -60.0% |
| Q2 2021 | $989,000 | +95.8% | 17,324 | +99.7% | 0.03% | +200.0% |
| Q3 2020 | $505,000 | +6.1% | 8,677 | +7.3% | 0.01% | +150.0% |
| Q3 2019 | $476,000 | -82.5% | 8,090 | -83.0% | 0.00% | -85.7% |
| Q2 2019 | $2,726,000 | +141.9% | 47,573 | +135.5% | 0.03% | +180.0% |
| Q1 2019 | $1,127,000 | -36.5% | 20,200 | -38.2% | 0.01% | -54.5% |
| Q4 2018 | $1,774,000 | +71.6% | 32,705 | +72.5% | 0.02% | +214.3% |
| Q3 2018 | $1,034,000 | +216.2% | 18,962 | +217.1% | 0.01% | +250.0% |
| Q2 2018 | $327,000 | -56.3% | 5,980 | -56.3% | 0.00% | -50.0% |
| Q1 2018 | $749,000 | +250.0% | 13,691 | +247.9% | 0.00% | -94.4% |
| Q4 2016 | $214,000 | – | 3,935 | – | 0.07% | – |
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% |