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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $15,771 | -9.1% | 322,652 | -9.0% | 0.17% | -5.6% |
| Q1 2023 | $17,352 | -7.8% | 354,700 | -10.6% | 0.18% | -5.8% |
| Q4 2022 | $18,810 | -99.9% | 396,597 | -11.1% | 0.19% | -10.8% |
| Q3 2022 | $21,299,000 | -13.5% | 446,241 | -10.2% | 0.21% | -3.2% |
| Q2 2022 | $24,614,000 | -13.5% | 496,843 | -8.4% | 0.22% | +3.3% |
| Q1 2022 | $28,446,000 | -11.0% | 542,454 | -6.4% | 0.21% | -4.9% |
| Q4 2021 | $31,954,000 | +14.0% | 579,312 | +20.3% | 0.22% | -2.6% |
| Q3 2021 | $28,018,000 | -13.6% | 481,530 | -15.2% | 0.23% | -0.4% |
| Q2 2021 | $32,438,000 | +9.7% | 568,101 | +12.4% | 0.23% | +2.2% |
| Q1 2021 | $29,580,000 | 0.0% | 505,209 | 0.0% | 0.22% | 0.0% |
| Q4 2020 | $29,580,000 | +5.6% | 505,209 | +4.9% | 0.22% | -1.7% |
| Q3 2020 | $28,018,000 | +16.6% | 481,530 | +15.7% | 0.23% | +13.9% |
| Q2 2020 | $24,028,000 | +2.7% | 416,216 | +0.1% | 0.20% | -7.4% |
| Q1 2020 | $23,387,000 | -10.2% | 415,690 | -9.7% | 0.22% | +9.6% |
| Q4 2019 | $26,052,000 | -1.8% | 460,446 | +2.1% | 0.20% | -6.6% |
| Q3 2019 | $26,528,000 | +1.3% | 450,928 | -1.4% | 0.21% | -0.5% |
| Q2 2019 | $26,192,000 | -0.1% | 457,109 | -2.7% | 0.21% | -3.2% |
| Q1 2019 | $26,209,000 | -0.5% | 469,947 | -3.2% | 0.22% | -9.5% |
| Q4 2018 | $26,331,000 | -18.2% | 485,371 | -17.8% | 0.24% | -7.6% |
| Q3 2018 | $32,202,000 | -28.6% | 590,423 | -28.4% | 0.26% | -31.7% |
| Q2 2018 | $45,111,000 | +42.4% | 824,552 | +42.4% | 0.38% | +11.6% |
| Q1 2018 | $31,685,000 | +11.2% | 578,941 | +10.4% | 0.34% | +6.2% |
| Q4 2017 | $28,501,000 | +17.4% | 524,210 | +17.9% | 0.32% | +8.3% |
| Q3 2017 | $24,273,000 | +40.4% | 444,643 | +39.8% | 0.30% | +29.9% |
| Q2 2017 | $17,286,000 | -9.6% | 317,989 | -10.0% | 0.23% | -18.1% |
| Q1 2017 | $19,127,000 | +451.1% | 353,345 | +452.7% | 0.28% | +386.2% |
| Q4 2016 | $3,471,000 | – | 63,932 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |