VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 245 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2016. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,318,000 | +25.2% | 90,270 | +28.0% | 0.27% | +41.1% |
| Q2 2023 | $3,448,000 | +214728.7% | 70,536 | +114.9% | 0.19% | +54.8% |
| Q1 2023 | $1,605 | -15.7% | 32,816 | -18.2% | 0.12% | +0.8% |
| Q4 2022 | $1,903 | -99.9% | 40,115 | +9.5% | 0.12% | -30.1% |
| Q3 2022 | $1,748,000 | -11.1% | 36,629 | -7.7% | 0.18% | -3.3% |
| Q2 2022 | $1,966,000 | +91.4% | 39,685 | +99.1% | 0.18% | +1.7% |
| Q1 2022 | $1,027,000 | -40.7% | 19,930 | -36.6% | 0.18% | +80.8% |
| Q4 2021 | $1,733,000 | -24.1% | 31,426 | -21.6% | 0.10% | -35.7% |
| Q3 2021 | $2,283,000 | +0.9% | 40,080 | +1.2% | 0.15% | +2.7% |
| Q2 2021 | $2,262,000 | -86.9% | 39,615 | -86.9% | 0.15% | -75.0% |
| Q1 2021 | $17,234,000 | +14.2% | 302,408 | +17.4% | 0.60% | -6.8% |
| Q4 2020 | $15,086,000 | +9.1% | 257,656 | +8.4% | 0.64% | -6.8% |
| Q3 2020 | $13,827,000 | +15.4% | 237,632 | +14.5% | 0.69% | +4.9% |
| Q2 2020 | $11,984,000 | +68.5% | 207,591 | +64.2% | 0.66% | +25.3% |
| Q1 2020 | $7,112,000 | +155.3% | 126,407 | +156.7% | 0.53% | +148.1% |
| Q4 2019 | $2,786,000 | +14.4% | 49,244 | +19.0% | 0.21% | +5.5% |
| Q3 2019 | $2,435,000 | +137.8% | 41,382 | +125.3% | 0.20% | +76.3% |
| Q1 2019 | $1,024,000 | +4.5% | 18,368 | +1.7% | 0.11% | -18.0% |
| Q4 2018 | $980,000 | -19.3% | 18,059 | -19.0% | 0.14% | -21.0% |
| Q3 2018 | $1,215,000 | +0.7% | 22,286 | +1.1% | 0.18% | -31.2% |
| Q2 2018 | $1,207,000 | -52.3% | 22,053 | -52.5% | 0.26% | -59.6% |
| Q1 2018 | $2,532,000 | +98.0% | 46,419 | +96.7% | 0.63% | +102.2% |
| Q4 2017 | $1,279,000 | +165.9% | 23,599 | +169.0% | 0.31% | +150.4% |
| Q3 2017 | $481,000 | -24.6% | 8,773 | -24.9% | 0.12% | -30.9% |
| Q2 2017 | $638,000 | +39.3% | 11,687 | +39.0% | 0.18% | +34.1% |
| Q1 2017 | $458,000 | -55.0% | 8,405 | -55.6% | 0.14% | -60.4% |
| Q4 2016 | $1,018,000 | – | 18,930 | – | 0.34% | – |
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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% |