VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $332 | -99.8% | 7,001 | +62.1% | 0.01% | +57.1% |
Q3 2022 | $206,000 | -88.6% | 4,318 | -88.2% | 0.01% | -88.3% |
Q2 2022 | $1,814,000 | +557.2% | 36,623 | +596.8% | 0.06% | +650.0% |
Q1 2022 | $276,000 | +5.7% | 5,256 | +10.9% | 0.01% | 0.0% |
Q4 2021 | $261,000 | +20.8% | 4,740 | +25.0% | 0.01% | +14.3% |
Q3 2021 | $216,000 | +1.9% | 3,793 | +2.3% | 0.01% | 0.0% |
Q2 2021 | $212,000 | +1.9% | 3,706 | +1.6% | 0.01% | 0.0% |
Q1 2021 | $208,000 | -2.3% | 3,647 | +0.1% | 0.01% | -12.5% |
Q4 2020 | $213,000 | +0.5% | 3,645 | -0.0% | 0.01% | -11.1% |
Q3 2020 | $212,000 | -20.9% | 3,646 | -21.4% | 0.01% | -30.8% |
Q2 2020 | $268,000 | +2.7% | 4,638 | +0.1% | 0.01% | -13.3% |
Q1 2020 | $261,000 | -1.9% | 4,633 | +0.0% | 0.02% | +25.0% |
Q4 2019 | $266,000 | -2.2% | 4,632 | +0.2% | 0.01% | -14.3% |
Q3 2019 | $272,000 | +2.6% | 4,624 | +0.1% | 0.01% | 0.0% |
Q2 2019 | $265,000 | +0.4% | 4,619 | -2.3% | 0.01% | -6.7% |
Q1 2019 | $264,000 | +3.5% | 4,727 | +0.7% | 0.02% | -6.2% |
Q4 2018 | $255,000 | -10.5% | 4,696 | -10.3% | 0.02% | -5.9% |
Q3 2018 | $285,000 | -0.3% | 5,234 | +0.1% | 0.02% | -5.6% |
Q2 2018 | $286,000 | 0.0% | 5,228 | +0.1% | 0.02% | 0.0% |
Q1 2018 | $286,000 | -17.8% | 5,223 | -18.3% | 0.02% | -21.7% |
Q4 2017 | $348,000 | -34.5% | 6,393 | -34.3% | 0.02% | -37.8% |
Q3 2017 | $531,000 | -47.8% | 9,735 | -48.0% | 0.04% | -51.3% |
Q2 2017 | $1,017,000 | -31.4% | 18,713 | -31.7% | 0.08% | -35.6% |
Q1 2017 | $1,483,000 | -41.1% | 27,386 | -40.9% | 0.12% | -45.9% |
Q4 2016 | $2,516,000 | -88.8% | 46,358 | -88.5% | 0.22% | -89.4% |
Q3 2016 | $22,541,000 | +20.6% | 402,232 | +19.9% | 2.05% | +9.3% |
Q2 2016 | $18,694,000 | +30.8% | 335,372 | +28.0% | 1.87% | +27.1% |
Q1 2016 | $14,292,000 | -7.4% | 262,051 | -10.2% | 1.48% | -13.2% |
Q4 2015 | $15,431,000 | +4.5% | 291,806 | +4.6% | 1.70% | +1.6% |
Q3 2015 | $14,764,000 | +4.9% | 278,918 | +3.8% | 1.67% | +9.3% |
Q2 2015 | $14,077,000 | +3.0% | 268,791 | +6.4% | 1.53% | +0.6% |
Q1 2015 | $13,666,000 | +235.2% | 252,653 | +229.1% | 1.52% | +208.1% |
Q4 2014 | $4,077,000 | +450.9% | 76,770 | +440.6% | 0.49% | +404.1% |
Q3 2014 | $740,000 | +141.0% | 14,200 | +137.6% | 0.10% | +127.9% |
Q2 2014 | $307,000 | – | 5,976 | – | 0.04% | – |
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% |