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 | $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% | – |
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% |