VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,396,083 | +3308.7% | 7,702,197 | +3386.4% | 0.12% | +2875.0% |
| Q1 2023 | $10,807,455 | -98.3% | 220,921 | -98.3% | 0.00% | -98.6% |
| Q4 2022 | $630,190,885 | +24.1% | 13,286,757 | +24.9% | 0.29% | +31.1% |
| Q3 2022 | $507,687,000 | -47.4% | 10,636,652 | -45.4% | 0.22% | -45.7% |
| Q2 2022 | $964,483,000 | +13741.6% | 19,468,779 | +14551.7% | 0.41% | +20350.0% |
| Q1 2022 | $6,968,000 | -68.2% | 132,877 | -66.6% | 0.00% | -71.4% |
| Q4 2021 | $21,927,000 | -77.6% | 397,523 | -76.2% | 0.01% | -85.7% |
| Q4 2020 | $97,842,000 | -45.3% | 1,671,093 | -45.7% | 0.05% | -54.6% |
| Q3 2020 | $179,008,000 | +100.9% | 3,076,533 | +94.2% | 0.11% | +24.1% |
| Q1 2020 | $89,122,000 | +82.0% | 1,584,118 | +90.3% | 0.09% | +7.4% |
| Q3 2019 | $48,969,000 | +95.1% | 832,386 | +84.9% | 0.08% | +97.6% |
| Q1 2019 | $25,102,000 | -86.6% | 450,091 | -87.0% | 0.04% | -89.6% |
| Q4 2018 | $187,284,000 | +694.4% | 3,452,240 | +701.1% | 0.39% | +616.4% |
| Q2 2018 | $23,577,000 | +7199.4% | 430,951 | +7201.8% | 0.06% | +5400.0% |
| Q1 2018 | $323,000 | +39.8% | 5,902 | +38.7% | 0.00% | 0.0% |
| Q4 2017 | $231,000 | -84.6% | 4,256 | -84.1% | 0.00% | -85.7% |
| Q3 2016 | $1,500,000 | -94.3% | 26,764 | -94.5% | 0.01% | -96.6% |
| Q1 2015 | $26,533,000 | +4663.6% | 490,533 | +4424.8% | 0.20% | +2828.6% |
| Q2 2014 | $557,000 | -80.7% | 10,841 | -80.9% | 0.01% | -78.1% |
| Q1 2014 | $2,880,000 | – | 56,900 | – | 0.03% | – |
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% |