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 | $1,198,189 | -5.1% | 25,051 | -3.0% | 0.23% | -10.7% |
Q2 2023 | $1,262,852 | -10.7% | 25,836 | -10.6% | 0.25% | -19.7% |
Q1 2023 | $1,413,519 | -31.4% | 28,895 | -33.5% | 0.32% | -33.3% |
Q4 2022 | $2,060,312 | +93.5% | 43,439 | +94.7% | 0.47% | +64.5% |
Q3 2022 | $1,065,000 | -39.9% | 22,309 | -37.6% | 0.29% | -41.9% |
Q2 2022 | $1,772,000 | +18.4% | 35,769 | +25.4% | 0.49% | +37.6% |
Q1 2022 | $1,496,000 | -54.7% | 28,534 | -52.4% | 0.36% | -54.8% |
Q4 2021 | $3,303,000 | +673.5% | 59,885 | +697.9% | 0.79% | +572.9% |
Q3 2021 | $427,000 | +17.3% | 7,505 | +17.9% | 0.12% | -1.7% |
Q1 2021 | $364,000 | +8.7% | 6,366 | +11.2% | 0.12% | 0.0% |
Q4 2020 | $335,000 | -2.6% | 5,726 | -3.0% | 0.12% | -19.5% |
Q3 2020 | $344,000 | -23.9% | 5,905 | -24.7% | 0.15% | -31.0% |
Q2 2020 | $452,000 | – | 7,837 | – | 0.22% | – |
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% |