VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,271,480 | -24.7% | 26,583 | -23.1% | 0.01% | -21.4% |
Q2 2023 | $1,688,889 | -13.7% | 34,552 | -13.6% | 0.01% | -30.0% |
Q1 2023 | $1,956,266 | -10.2% | 39,989 | -12.9% | 0.02% | -16.7% |
Q4 2022 | $2,177,262 | -43.1% | 45,905 | -42.7% | 0.02% | -50.0% |
Q3 2022 | $3,826,000 | +891.2% | 80,156 | +929.5% | 0.05% | +860.0% |
Q2 2022 | $386,000 | -30.1% | 7,786 | -26.1% | 0.01% | -28.6% |
Q1 2022 | $552,000 | -22.9% | 10,530 | -18.8% | 0.01% | -30.0% |
Q4 2021 | $716,000 | -40.7% | 12,974 | -38.8% | 0.01% | -50.0% |
Q3 2021 | $1,208,000 | +1730.3% | 21,199 | +1737.0% | 0.02% | +1900.0% |
Q2 2021 | $66,000 | -73.3% | 1,154 | -73.3% | 0.00% | -80.0% |
Q1 2021 | $247,000 | +425.5% | 4,317 | +435.6% | 0.01% | +400.0% |
Q4 2020 | $47,000 | -4.1% | 806 | -3.5% | 0.00% | 0.0% |
Q3 2020 | $49,000 | +6.5% | 835 | +5.8% | 0.00% | 0.0% |
Q2 2020 | $46,000 | -6.1% | 789 | -8.6% | 0.00% | -50.0% |
Q1 2020 | $49,000 | +2.1% | 863 | +2.4% | 0.00% | 0.0% |
Q4 2019 | $48,000 | +2.1% | 843 | +4.7% | 0.00% | 0.0% |
Q3 2019 | $47,000 | +11.9% | 805 | +10.3% | 0.00% | 0.0% |
Q2 2019 | $42,000 | 0.0% | 730 | -3.1% | 0.00% | 0.0% |
Q1 2019 | $42,000 | +2.4% | 753 | -0.9% | 0.00% | 0.0% |
Q4 2018 | $41,000 | -51.2% | 760 | -50.4% | 0.00% | -50.0% |
Q3 2018 | $84,000 | +64.7% | 1,532 | +65.8% | 0.00% | +100.0% |
Q2 2018 | $51,000 | +27.5% | 924 | +25.2% | 0.00% | -33.3% |
Q1 2018 | $40,000 | +8.1% | 738 | +8.2% | 0.00% | 0.0% |
Q4 2017 | $37,000 | -2.6% | 682 | -1.3% | 0.00% | 0.0% |
Q3 2017 | $38,000 | -41.5% | 691 | -42.5% | 0.00% | -50.0% |
Q2 2017 | $65,000 | +109.7% | 1,202 | +112.0% | 0.01% | +50.0% |
Q1 2016 | $31,000 | +121.4% | 567 | +112.4% | 0.00% | +33.3% |
Q4 2015 | $14,000 | 0.0% | 267 | 0.0% | 0.00% | -40.0% |
Q3 2015 | $14,000 | 0.0% | 267 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $14,000 | -53.3% | 267 | -52.6% | 0.01% | -54.5% |
Q1 2015 | $30,000 | – | 563 | – | 0.01% | – |
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% |