VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 378 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $31,000 | -6.1% | 602 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $33,000 | -35.3% | 602 | -32.6% | 0.00% | -42.9% |
Q3 2021 | $51,000 | -20.3% | 893 | -20.1% | 0.01% | -12.5% |
Q2 2021 | $64,000 | -9.9% | 1,117 | -10.1% | 0.01% | -20.0% |
Q1 2021 | $71,000 | +61.4% | 1,242 | +65.6% | 0.01% | +66.7% |
Q4 2020 | $44,000 | 0.0% | 750 | 0.0% | 0.01% | -14.3% |
Q3 2020 | $44,000 | +2.3% | 750 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $43,000 | +2.4% | 750 | 0.0% | 0.01% | -12.5% |
Q1 2020 | $42,000 | -36.4% | 750 | -35.9% | 0.01% | -20.0% |
Q4 2019 | $66,000 | +43.5% | 1,170 | +50.6% | 0.01% | +25.0% |
Q3 2019 | $46,000 | +2.2% | 777 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $45,000 | -10.0% | 777 | -13.3% | 0.01% | -11.1% |
Q1 2019 | $50,000 | +2.0% | 896 | -1.8% | 0.01% | -10.0% |
Q4 2018 | $49,000 | -3.9% | 912 | -2.9% | 0.01% | 0.0% |
Q3 2018 | $51,000 | 0.0% | 939 | 0.0% | 0.01% | -9.1% |
Q2 2018 | $51,000 | -30.1% | 939 | -29.8% | 0.01% | -35.3% |
Q1 2018 | $73,000 | +87.2% | 1,337 | +86.7% | 0.02% | +54.5% |
Q4 2017 | $39,000 | +1850.0% | 716 | +1735.9% | 0.01% | +1000.0% |
Q1 2015 | $2,000 | – | 39 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ECLECTIC ASSOCIATES INC /ADV | 610,041 | $30,221,000 | 20.30% |
Sensible Financial Planning & Management, LLC. | 1,318,053 | $65,296,000 | 16.48% |
Summit Wealth Group, LLC | 272,595 | $13,504,000 | 15.95% |
Refined Wealth Management | 339,629 | $16,825,000 | 15.05% |
Evolution Advisers, Inc. | 304,208 | $15,152,000 | 12.37% |
Silver Oak Advisory Group, Inc. | 345,729 | $17,127,000 | 12.14% |
ADE, LLC | 224,728 | $11,133,000 | 11.84% |
Ally Invest Advisors Inc. | 1,626,669 | $80,585,000 | 10.49% |
McCarthy Grittinger Financial Group, LLC | 456,348 | $22,607,486 | 9.72% |
ASSET PLANNING CORPORATION | 222,755 | $11,035,000 | 9.59% |