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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $142,553 | +519.8% | 2,914 | +526.7% | 0.02% | +350.0% |
| Q2 2022 | $23,000 | -4.2% | 465 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | +200.0% | 465 | +232.1% | 0.00% | +33.3% |
| Q4 2019 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $8,000 | -79.5% | 140 | -79.3% | 0.00% | -77.8% |
| Q2 2019 | $39,000 | 0.0% | 677 | -3.3% | 0.02% | +5.9% |
| Q1 2019 | $39,000 | -70.0% | 700 | -70.7% | 0.02% | -73.0% |
| Q4 2018 | $130,000 | +30.0% | 2,393 | +30.7% | 0.06% | +50.0% |
| Q3 2018 | $100,000 | +163.2% | 1,831 | +162.7% | 0.04% | +147.1% |
| Q2 2018 | $38,000 | +2.7% | 697 | +2.5% | 0.02% | 0.0% |
| Q1 2018 | $37,000 | 0.0% | 680 | +0.4% | 0.02% | +6.2% |
| Q4 2017 | $37,000 | 0.0% | 677 | 0.0% | 0.02% | -11.1% |
| Q3 2017 | $37,000 | +270.0% | 677 | +265.9% | 0.02% | +260.0% |
| Q2 2017 | $10,000 | +25.0% | 185 | +32.1% | 0.01% | +25.0% |
| Q1 2017 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | – | 140 | – | 0.00% | – |
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% |