VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4,733 | -4.2% | 96,741 | -7.1% | 0.49% | -6.0% |
Q4 2022 | $4,940 | -99.9% | 104,152 | -3.5% | 0.52% | -8.4% |
Q3 2022 | $5,150,000 | -17.4% | 107,908 | -14.3% | 0.57% | -9.8% |
Q2 2022 | $6,234,000 | -28.7% | 125,846 | -24.5% | 0.63% | -4.7% |
Q1 2022 | $8,746,000 | +14.6% | 166,781 | +24.8% | 0.66% | -11.3% |
Q2 2021 | $7,632,000 | +18.2% | 133,653 | +18.2% | 0.75% | +26.9% |
Q1 2021 | $6,458,000 | +6.4% | 113,066 | +9.0% | 0.59% | -24.1% |
Q4 2020 | $6,071,000 | +5.1% | 103,694 | +4.4% | 0.78% | -15.9% |
Q3 2020 | $5,778,000 | +9.6% | 99,301 | +8.8% | 0.92% | -2.2% |
Q2 2020 | $5,270,000 | +4.2% | 91,294 | +1.5% | 0.94% | +25.9% |
Q1 2020 | $5,059,000 | – | 89,918 | – | 0.75% | – |
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% |