VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,518,445 | -0.8% | 52,654 | +1.4% | 0.42% | +2.0% |
Q2 2023 | $2,537,588 | +1.4% | 51,915 | +1.5% | 0.41% | -7.7% |
Q1 2023 | $2,502,481 | +5.4% | 51,155 | +2.2% | 0.44% | -2.8% |
Q4 2022 | $2,375,047 | -1.5% | 50,075 | -0.8% | 0.46% | -10.0% |
Q3 2022 | $2,410,000 | -1.7% | 50,482 | +2.0% | 0.51% | -2.5% |
Q2 2022 | $2,452,000 | +2.2% | 49,499 | +8.2% | 0.52% | +15.5% |
Q1 2022 | $2,400,000 | -2.9% | 45,759 | +2.2% | 0.45% | -5.5% |
Q4 2021 | $2,471,000 | +2.8% | 44,793 | +6.2% | 0.48% | -3.0% |
Q3 2021 | $2,403,000 | +5.0% | 42,181 | +5.2% | 0.49% | -4.5% |
Q2 2021 | $2,289,000 | +8.9% | 40,084 | +9.0% | 0.52% | +0.4% |
Q1 2021 | $2,101,000 | -11.2% | 36,774 | -21.6% | 0.51% | -14.1% |
Q4 2020 | $2,367,000 | +24.1% | 46,887 | +43.1% | 0.60% | -13.1% |
Q3 2020 | $1,907,000 | +3.2% | 32,773 | +2.5% | 0.69% | -3.8% |
Q2 2020 | $1,847,000 | +0.8% | 31,987 | -1.7% | 0.71% | -16.0% |
Q1 2020 | $1,832,000 | -0.5% | 32,550 | +0.0% | 0.85% | +27.1% |
Q4 2019 | $1,842,000 | -1.9% | 32,541 | +2.0% | 0.67% | -8.4% |
Q3 2019 | $1,878,000 | +5.8% | 31,907 | +3.0% | 0.73% | +3.8% |
Q2 2019 | $1,775,000 | +6.7% | 30,964 | +3.8% | 0.70% | +1.4% |
Q1 2019 | $1,664,000 | -0.5% | 29,829 | -3.2% | 0.69% | -17.2% |
Q4 2018 | $1,673,000 | -0.1% | 30,823 | +0.4% | 0.84% | +13.3% |
Q3 2018 | $1,675,000 | +5.7% | 30,703 | +6.0% | 0.74% | +1.1% |
Q2 2018 | $1,585,000 | +3.4% | 28,956 | +3.4% | 0.73% | -0.1% |
Q1 2018 | $1,533,000 | +4.2% | 27,998 | +3.5% | 0.73% | -0.9% |
Q4 2017 | $1,471,000 | +5.2% | 27,053 | +5.7% | 0.74% | 0.0% |
Q3 2017 | $1,398,000 | +2.9% | 25,596 | +2.5% | 0.74% | -1.7% |
Q2 2017 | $1,358,000 | +4.4% | 24,967 | +3.9% | 0.75% | 0.0% |
Q1 2017 | $1,301,000 | +3.7% | 24,021 | +4.0% | 0.75% | -1.6% |
Q4 2016 | $1,255,000 | -1.8% | 23,106 | +1.3% | 0.76% | -8.1% |
Q3 2016 | $1,278,000 | +8.0% | 22,800 | +7.4% | 0.83% | +0.6% |
Q2 2016 | $1,183,000 | +0.1% | 21,222 | -2.1% | 0.83% | -6.7% |
Q1 2016 | $1,182,000 | -0.3% | 21,670 | -3.3% | 0.88% | -8.6% |
Q4 2015 | $1,185,000 | +8.8% | 22,404 | +8.9% | 0.97% | +9.3% |
Q3 2015 | $1,089,000 | +36.1% | 20,573 | +34.7% | 0.89% | +47.9% |
Q2 2015 | $800,000 | – | 15,273 | – | 0.60% | – |
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% |