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 | $2,870 | -97.7% | 60 | -97.7% | 0.00% | -100.0% |
| Q2 2023 | $125,133 | -0.1% | 2,560 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $125,235 | -4.3% | 2,560 | -7.2% | 0.02% | -10.5% |
| Q4 2022 | $130,907 | -9.2% | 2,760 | -8.6% | 0.02% | -13.6% |
| Q3 2022 | $144,145 | -14.2% | 3,020 | -11.0% | 0.02% | -8.3% |
| Q2 2022 | $168,089 | -5.8% | 3,393 | -0.3% | 0.02% | +4.3% |
| Q1 2022 | $178,506 | -5.9% | 3,404 | -1.0% | 0.02% | -4.2% |
| Q4 2021 | $189,750 | -4.2% | 3,440 | -1.0% | 0.02% | -14.3% |
| Q3 2021 | $197,993 | +7.8% | 3,476 | +8.1% | 0.03% | +12.0% |
| Q2 2021 | $183,634 | +348.4% | 3,216 | +348.5% | 0.02% | +316.7% |
| Q1 2021 | $40,955 | -11.9% | 717 | -9.7% | 0.01% | -25.0% |
| Q4 2020 | $46,489 | +0.6% | 794 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $46,199 | +79553.4% | 794 | +79300.0% | 0.01% | – |
| Q2 2020 | $58 | -99.6% | 1 | -99.7% | 0.00% | -100.0% |
| Q3 2018 | $16,362 | -0.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,413 | +21.4% | 300 | +21.5% | 0.00% | 0.0% |
| Q1 2018 | $13,518 | +0.7% | 247 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,429 | -0.4% | 247 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,484 | – | 247 | – | 0.00% | – |
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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% |