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 | $95,340 | -27.5% | 2,000 | -25.9% | 0.00% | -25.0% |
| Q2 2023 | $131,447 | -21.8% | 2,698 | -21.7% | 0.00% | -20.0% |
| Q1 2023 | $168,047 | +63554.2% | 3,445 | -38.2% | 0.01% | -28.6% |
| Q4 2022 | $264 | -100.0% | 5,570 | -98.7% | 0.01% | -99.2% |
| Q3 2020 | $25,058,000 | -54.3% | 431,365 | -54.7% | 0.89% | -33.9% |
| Q2 2020 | $54,877,000 | +653.3% | 952,062 | +633.9% | 1.35% | +279.8% |
| Q1 2020 | $7,285,000 | +237.3% | 129,718 | +239.8% | 0.36% | +274.7% |
| Q4 2019 | $2,160,000 | -45.0% | 38,170 | -42.9% | 0.10% | -40.3% |
| Q3 2019 | $3,928,000 | -91.5% | 66,890 | -92.1% | 0.16% | -93.2% |
| Q4 2018 | $46,112,000 | -5.4% | 849,997 | -4.9% | 2.33% | -40.4% |
| Q1 2016 | $48,758,000 | +98.3% | 893,988 | +92.3% | 3.91% | +102.5% |
| Q4 2015 | $24,588,000 | +22.3% | 464,981 | +22.4% | 1.93% | +4.0% |
| Q3 2015 | $20,112,000 | +6649.0% | 379,976 | +6581.5% | 1.86% | +7641.7% |
| Q2 2015 | $298,000 | -44.8% | 5,687 | -43.0% | 0.02% | -52.9% |
| Q1 2015 | $540,000 | -94.8% | 9,981 | -94.9% | 0.05% | -95.1% |
| Q4 2014 | $10,308,000 | +3990.5% | 194,079 | +3852.7% | 1.04% | +3383.3% |
| Q2 2014 | $252,000 | -12.5% | 4,910 | -13.8% | 0.03% | -18.9% |
| Q1 2014 | $288,000 | – | 5,699 | – | 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% |