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 | $47,496 | +8.7% | 993 | +11.2% | 0.01% | 0.0% |
| Q1 2023 | $43,686 | +3.1% | 893 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $42,355 | -48.3% | 893 | -47.8% | 0.01% | -53.8% |
| Q3 2022 | $82,000 | +41.4% | 1,711 | +68.6% | 0.01% | +62.5% |
| Q3 2021 | $58,000 | +1.8% | 1,015 | +1.2% | 0.01% | 0.0% |
| Q2 2021 | $57,000 | 0.0% | 1,003 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $57,000 | -69.7% | 1,003 | -68.8% | 0.01% | -74.2% |
| Q4 2020 | $188,000 | +0.5% | 3,211 | 0.0% | 0.03% | -18.4% |
| Q3 2020 | $187,000 | +1.1% | 3,211 | 0.0% | 0.04% | -5.0% |
| Q2 2020 | $185,000 | +2.2% | 3,211 | 0.0% | 0.04% | -7.0% |
| Q1 2020 | $181,000 | -0.5% | 3,211 | 0.0% | 0.04% | +22.9% |
| Q4 2019 | $182,000 | -3.7% | 3,211 | 0.0% | 0.04% | -7.9% |
| Q3 2019 | $189,000 | +2.7% | 3,211 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $184,000 | +2.8% | 3,211 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $179,000 | +2.9% | 3,211 | 0.0% | 0.04% | -2.6% |
| Q4 2018 | $174,000 | +2800.0% | 3,211 | +2819.1% | 0.04% | +1200.0% |
| Q3 2018 | $6,000 | -96.6% | 110 | -96.6% | 0.00% | -91.9% |
| Q2 2018 | $176,000 | 0.0% | 3,211 | 0.0% | 0.04% | -2.6% |
| Q1 2018 | $176,000 | +0.6% | 3,211 | 0.0% | 0.04% | +2.7% |
| Q4 2017 | $175,000 | 0.0% | 3,211 | 0.0% | 0.04% | -5.1% |
| Q3 2017 | $175,000 | 0.0% | 3,211 | 0.0% | 0.04% | -2.5% |
| Q2 2017 | $175,000 | +0.6% | 3,211 | 0.0% | 0.04% | -2.4% |
| Q1 2017 | $174,000 | -4.4% | 3,211 | -4.5% | 0.04% | -6.8% |
| Q4 2016 | $182,000 | +2933.3% | 3,361 | +2848.2% | 0.04% | +4300.0% |
| Q3 2016 | $6,000 | -98.9% | 114 | -98.8% | 0.00% | -99.3% |
| Q2 2016 | $543,000 | -20.4% | 9,754 | -22.0% | 0.15% | -38.0% |
| Q1 2016 | $682,000 | +7.2% | 12,506 | +3.9% | 0.24% | +0.4% |
| Q4 2015 | $636,000 | +326.8% | 12,035 | +326.6% | 0.24% | +287.3% |
| Q3 2015 | $149,000 | – | 2,821 | – | 0.06% | – |
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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% |