VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70 | -2.8% | 1,471 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $72 | 0.0% | 1,471 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $72 | +2.9% | 1,471 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $70 | -99.9% | 1,471 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $70,000 | -27.8% | 1,471 | -24.9% | 0.02% | -33.3% |
| Q2 2022 | $97,000 | +26.0% | 1,958 | +33.1% | 0.02% | +41.2% |
| Q1 2022 | $77,000 | -4.9% | 1,471 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $81,000 | -3.6% | 1,471 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $84,000 | 0.0% | 1,471 | 0.0% | 0.02% | -13.6% |
| Q2 2021 | $84,000 | 0.0% | 1,471 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $84,000 | -2.3% | 1,471 | 0.0% | 0.02% | -8.3% |
| Q4 2020 | $86,000 | 0.0% | 1,471 | 0.0% | 0.02% | -22.6% |
| Q3 2020 | $86,000 | +1.2% | 1,471 | 0.0% | 0.03% | +6.9% |
| Q2 2020 | $85,000 | +112.5% | 1,471 | +106.0% | 0.03% | +70.6% |
| Q1 2020 | $40,000 | 0.0% | 714 | 0.0% | 0.02% | +30.8% |
| Q4 2019 | $40,000 | -4.8% | 714 | 0.0% | 0.01% | -13.3% |
| Q3 2019 | $42,000 | +2.4% | 714 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $41,000 | +2.5% | 714 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $40,000 | – | 714 | – | 0.02% | – |
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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% |