VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $378,000 | -3.6% | 7,210 | +1.4% | 0.06% | +1.7% |
| Q4 2021 | $392,000 | -0.3% | 7,108 | +3.1% | 0.06% | -10.4% |
| Q3 2021 | $393,000 | 0.0% | 6,892 | +0.2% | 0.07% | -6.9% |
| Q2 2021 | $393,000 | -2.0% | 6,877 | -2.0% | 0.07% | -10.0% |
| Q1 2021 | $401,000 | 0.0% | 7,016 | +2.4% | 0.08% | -8.0% |
| Q4 2020 | $401,000 | +1.0% | 6,852 | +0.5% | 0.09% | -8.4% |
| Q3 2020 | $397,000 | +1.0% | 6,820 | +0.2% | 0.10% | -5.9% |
| Q2 2020 | $393,000 | +2.9% | 6,803 | +0.3% | 0.10% | -15.8% |
| Q1 2020 | $382,000 | -11.4% | 6,786 | -11.0% | 0.12% | -11.1% |
| Q4 2019 | $431,000 | -1.4% | 7,623 | +2.7% | 0.14% | -22.0% |
| Q3 2019 | $437,000 | +3.1% | 7,426 | +0.3% | 0.17% | 0.0% |
| Q2 2019 | $424,000 | +2.9% | 7,405 | +0.3% | 0.17% | +14.6% |
| Q1 2019 | $412,000 | +3.0% | 7,384 | +0.2% | 0.15% | -23.4% |
| Q4 2018 | $400,000 | +1.8% | 7,371 | +2.3% | 0.20% | +30.5% |
| Q3 2018 | $393,000 | 0.0% | 7,204 | +0.3% | 0.15% | -8.5% |
| Q2 2018 | $393,000 | +0.3% | 7,185 | +0.3% | 0.16% | -6.2% |
| Q1 2018 | $392,000 | +1.8% | 7,166 | +1.2% | 0.18% | -6.4% |
| Q4 2017 | $385,000 | 0.0% | 7,082 | +0.5% | 0.19% | -4.6% |
| Q3 2017 | $385,000 | +0.8% | 7,045 | +0.3% | 0.20% | -2.0% |
| Q2 2017 | $382,000 | +0.8% | 7,027 | +0.3% | 0.20% | -15.9% |
| Q1 2017 | $379,000 | -0.3% | 7,009 | +0.2% | 0.24% | -4.8% |
| Q4 2016 | $380,000 | -2.1% | 6,997 | +1.1% | 0.25% | -7.7% |
| Q3 2016 | $388,000 | +1.0% | 6,922 | +0.3% | 0.27% | -1.1% |
| Q2 2016 | $384,000 | +2.4% | 6,902 | +0.3% | 0.28% | +7.8% |
| Q1 2016 | $375,000 | +3.3% | 6,881 | +0.2% | 0.26% | -2.7% |
| Q4 2015 | $363,000 | +0.6% | 6,867 | +0.7% | 0.26% | -7.1% |
| Q3 2015 | $361,000 | +4.3% | 6,817 | +3.2% | 0.28% | +16.0% |
| Q2 2015 | $346,000 | +6.1% | 6,605 | +9.7% | 0.24% | +0.8% |
| Q1 2015 | $326,000 | +2.2% | 6,020 | +0.2% | 0.24% | +4.3% |
| Q4 2014 | $319,000 | +2.6% | 6,005 | +0.6% | 0.23% | -2.1% |
| Q3 2014 | $311,000 | +1.6% | 5,970 | +0.4% | 0.24% | +1.3% |
| Q2 2014 | $306,000 | +102.6% | 5,948 | +98.7% | 0.23% | +87.9% |
| Q1 2014 | $151,000 | – | 2,993 | – | 0.12% | – |
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% |