VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,573 | -1.9% | 13,665 | +0.3% | 0.08% | +6.7% |
| Q2 2023 | $665,993 | -5.4% | 13,625 | -5.4% | 0.08% | -6.2% |
| Q1 2023 | $704,293 | -0.9% | 14,397 | -3.9% | 0.08% | 0.0% |
| Q4 2022 | $710,659 | -99.9% | 14,983 | -6.2% | 0.08% | -9.1% |
| Q3 2022 | $762,188,000 | -5.4% | 15,969 | -1.8% | 0.09% | +2.3% |
| Q2 2022 | $805,483,000 | +89002.1% | 16,259 | -5.7% | 0.09% | +6.2% |
| Q1 2022 | $904,000 | -7.5% | 17,237 | -2.7% | 0.08% | +12.5% |
| Q4 2021 | $977,000 | -3.5% | 17,714 | -0.3% | 0.07% | -6.5% |
| Q3 2021 | $1,012,000 | +3.7% | 17,772 | +4.0% | 0.08% | +5.5% |
| Q2 2021 | $976,000 | -0.2% | 17,084 | -0.2% | 0.07% | -3.9% |
| Q1 2021 | $978,000 | -8.0% | 17,119 | -5.7% | 0.08% | -35.0% |
| Q4 2020 | $1,063,000 | -4.2% | 18,162 | -4.8% | 0.12% | -3.3% |
| Q3 2020 | $1,110,000 | -9.6% | 19,071 | -10.3% | 0.12% | -9.7% |
| Q2 2020 | $1,228,000 | -11.7% | 21,264 | -12.1% | 0.13% | +8.9% |
| Q1 2020 | $1,391,000 | -0.2% | 24,186 | -1.9% | 0.12% | 0.0% |
| Q4 2019 | $1,394,000 | -7.6% | 24,644 | -3.9% | 0.12% | -6.1% |
| Q3 2019 | $1,508,000 | -60.1% | 25,636 | -61.1% | 0.13% | -58.5% |
| Q2 2019 | $3,775,000 | -5.9% | 65,874 | -8.4% | 0.32% | -1.9% |
| Q1 2019 | $4,013,000 | +48.0% | 71,950 | +43.9% | 0.32% | +52.6% |
| Q4 2018 | $2,712,000 | -15.7% | 49,983 | -15.1% | 0.21% | +4.5% |
| Q3 2018 | $3,218,000 | -0.8% | 58,841 | -0.8% | 0.20% | +3.6% |
| Q2 2018 | $3,244,000 | -1.4% | 59,290 | -1.4% | 0.20% | +16.1% |
| Q1 2018 | $3,290,000 | +1545.0% | 60,111 | +1572.5% | 0.17% | +1100.0% |
| Q2 2016 | $200,000 | -0.5% | 3,594 | -2.6% | 0.01% | -6.7% |
| Q1 2016 | $201,000 | – | 3,691 | – | 0.02% | – |
Download | ||||||
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% |