VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,258 | -1.4% | 6,863 | +0.7% | 0.03% | 0.0% |
| Q2 2023 | $333,064 | +0.3% | 6,814 | +0.4% | 0.03% | -9.1% |
| Q1 2023 | $331,949 | +3.4% | 6,786 | +0.3% | 0.03% | -5.7% |
| Q4 2022 | $321,067 | +0.0% | 6,769 | +0.7% | 0.04% | -7.9% |
| Q3 2022 | $321,000 | -7.5% | 6,723 | -4.0% | 0.04% | 0.0% |
| Q2 2022 | $347,000 | -1.1% | 7,003 | +4.7% | 0.04% | +11.8% |
| Q1 2022 | $351,000 | -4.6% | 6,689 | +0.2% | 0.03% | +3.0% |
| Q4 2021 | $368,000 | -27.4% | 6,678 | -24.8% | 0.03% | -36.5% |
| Q3 2021 | $507,000 | +0.2% | 8,886 | +0.2% | 0.05% | -1.9% |
| Q2 2021 | $506,000 | +25.6% | 8,867 | +28.1% | 0.05% | -27.4% |
| Q3 2020 | $403,000 | +1.0% | 6,923 | +0.2% | 0.07% | -7.6% |
| Q2 2020 | $399,000 | +2.6% | 6,908 | +0.4% | 0.08% | +3.9% |
| Q4 2019 | $389,000 | -5.8% | 6,883 | -4.6% | 0.08% | -8.4% |
| Q2 2019 | $413,000 | +30.7% | 7,212 | +24.0% | 0.08% | +15.3% |
| Q4 2018 | $316,000 | -15.1% | 5,817 | -17.2% | 0.07% | -48.6% |
| Q3 2015 | $372,000 | – | 7,023 | – | 0.14% | – |
Download | ||||||
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% |