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 | $888,149 | +84485.6% | 18,569 | -13.5% | 0.15% | +65.6% |
| Q2 2023 | $1,050 | -16.3% | 21,473 | -16.3% | 0.09% | -8.8% |
| Q1 2023 | $1,255 | -100.0% | 25,647 | +15.6% | 0.10% | +10.9% |
| Q4 2022 | $1,052,169,593 | +87800.6% | 22,184 | -11.5% | 0.09% | -21.4% |
| Q3 2022 | $1,197,000 | +117.6% | 25,072 | +138.9% | 0.12% | +154.3% |
| Q1 2022 | $550,000 | +0.4% | 10,493 | +5.7% | 0.05% | -2.1% |
| Q4 2021 | $548,000 | +12.5% | 9,931 | +16.2% | 0.05% | -13.0% |
| Q3 2021 | $487,000 | -4.1% | 8,549 | -3.9% | 0.05% | -16.9% |
| Q1 2021 | $508,000 | +1.0% | 8,893 | +3.5% | 0.06% | -8.5% |
| Q4 2020 | $503,000 | +42.1% | 8,591 | +41.4% | 0.07% | +34.0% |
| Q3 2020 | $354,000 | +24.2% | 6,076 | +22.9% | 0.05% | +8.2% |
| Q2 2020 | $285,000 | -0.7% | 4,944 | -3.1% | 0.05% | -12.5% |
| Q1 2020 | $287,000 | +15.3% | 5,102 | +20.5% | 0.06% | +16.7% |
| Q3 2019 | $249,000 | -18.9% | 4,233 | -21.0% | 0.05% | -20.0% |
| Q2 2019 | $307,000 | -78.6% | 5,358 | -79.2% | 0.06% | -80.0% |
| Q1 2019 | $1,437,000 | +390.4% | 25,771 | +377.6% | 0.30% | +322.5% |
| Q4 2018 | $293,000 | +11.0% | 5,396 | +11.6% | 0.07% | +20.3% |
| Q3 2018 | $264,000 | +6.9% | 4,833 | +6.9% | 0.06% | 0.0% |
| Q2 2018 | $247,000 | +6.0% | 4,523 | +6.3% | 0.06% | -23.4% |
| Q1 2018 | $233,000 | – | 4,253 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |