VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,448 | +69.9% | 156 | +73.3% | 0.00% | – |
| Q2 2023 | $4,384 | -8.0% | 90 | -7.2% | 0.00% | – |
| Q1 2023 | $4,767 | -51.2% | 97 | -52.9% | 0.00% | – |
| Q4 2022 | $9,767 | -30.2% | 206 | -29.7% | 0.00% | – |
| Q3 2022 | $14,000 | -85.3% | 293 | -84.7% | 0.00% | -100.0% |
| Q2 2022 | $95,000 | +13.1% | 1,914 | +18.9% | 0.00% | 0.0% |
| Q1 2022 | $84,000 | +833.3% | 1,610 | +852.7% | 0.00% | – |
| Q4 2021 | $9,000 | -10.0% | 169 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | -84.1% | 169 | -84.7% | 0.00% | -100.0% |
| Q2 2021 | $63,000 | 0.0% | 1,101 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $63,000 | -57.1% | 1,101 | -56.2% | 0.00% | -57.1% |
| Q4 2020 | $147,000 | +0.7% | 2,515 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $146,000 | +2820.0% | 2,515 | +2758.0% | 0.01% | – |
| Q2 2020 | $5,000 | -89.4% | 88 | -88.9% | 0.00% | -100.0% |
| Q3 2019 | $47,000 | +422.2% | 794 | +412.3% | 0.00% | +300.0% |
| Q2 2019 | $9,000 | +200.0% | 155 | +244.4% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 45 | +2.3% | 0.00% | – |
| Q4 2018 | $2,000 | -90.0% | 44 | -87.8% | 0.00% | -100.0% |
| Q3 2018 | $20,000 | +400.0% | 360 | +429.4% | 0.00% | – |
| Q2 2018 | $4,000 | -33.3% | 68 | -40.4% | 0.00% | -100.0% |
| Q3 2016 | $6,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 114 | -0.9% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 115 | +0.9% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 114 | -5.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | – | 120 | – | 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% |