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 | $2,239,430 | +1.0% | 46,821 | +3.2% | 0.26% | +8.0% |
Q2 2023 | $2,217,563 | -14.4% | 45,367 | -16.9% | 0.24% | -4.8% |
Q4 2022 | $2,589,375 | +2.2% | 54,594 | +2.9% | 0.25% | -17.2% |
Q3 2022 | $2,533,000 | -4.6% | 53,075 | -1.0% | 0.30% | +14.4% |
Q2 2022 | $2,656,000 | -99.9% | 53,604 | +53.3% | 0.26% | +74.8% |
Q1 2022 | $1,833,577,000 | -10.4% | 34,965 | -5.7% | 0.15% | -8.5% |
Q4 2021 | $2,045,329,000 | -7.4% | 37,080 | -4.4% | 0.16% | -14.1% |
Q3 2021 | $2,209,175,000 | +96878.7% | 38,785 | -2.8% | 0.19% | -33.1% |
Q2 2021 | $2,278,000 | +5.2% | 39,902 | +5.2% | 0.29% | +25.3% |
Q1 2021 | $2,166,000 | +2.8% | 37,918 | +5.4% | 0.23% | -14.2% |
Q4 2020 | $2,106,000 | +1.0% | 35,970 | +0.5% | 0.27% | -4.6% |
Q3 2020 | $2,085,000 | +14.9% | 35,794 | +13.8% | 0.28% | -4.8% |
Q2 2020 | $1,815,000 | +14.9% | 31,441 | +12.0% | 0.29% | -11.4% |
Q1 2020 | $1,579,000 | -0.8% | 28,063 | -0.3% | 0.33% | +21.2% |
Q4 2019 | $1,592,000 | -14.0% | 28,135 | -17.1% | 0.27% | +3.8% |
Q3 2018 | $1,852,000 | +790.4% | 33,954 | +793.5% | 0.26% | +312.5% |
Q2 2018 | $208,000 | -55.1% | 3,800 | -55.6% | 0.06% | -78.7% |
Q1 2015 | $463,000 | -0.4% | 8,555 | -2.3% | 0.30% | +13.6% |
Q4 2014 | $465,000 | – | 8,755 | – | 0.26% | – |
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% |