VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,957 | -97.9% | 104 | -97.5% | 0.00% | -98.0% |
Q3 2021 | $234,000 | -0.4% | 4,110 | -0.1% | 0.05% | 0.0% |
Q2 2021 | $235,000 | 0.0% | 4,113 | 0.0% | 0.05% | -2.0% |
Q1 2021 | $235,000 | -51.2% | 4,113 | -50.0% | 0.05% | -10.7% |
Q4 2020 | $482,000 | +100.0% | 8,226 | +98.7% | 0.06% | -15.2% |
Q3 2020 | $241,000 | +1.7% | 4,139 | +0.6% | 0.07% | -10.8% |
Q2 2020 | $237,000 | +2.2% | 4,113 | -0.1% | 0.07% | -16.9% |
Q1 2020 | $232,000 | -0.4% | 4,116 | +0.1% | 0.09% | +1.1% |
Q4 2019 | $233,000 | – | 4,113 | +137000.0% | 0.09% | – |
Q3 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
Q2 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
Q1 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
Q4 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
Q3 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
Q2 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
Q1 2018 | $0 | – | 3 | -66.7% | 0.00% | – |
Q4 2017 | $0 | -100.0% | 9 | -99.7% | 0.00% | -100.0% |
Q3 2017 | $190,000 | +0.5% | 3,481 | +0.2% | 0.12% | -0.8% |
Q2 2017 | $189,000 | +0.5% | 3,474 | +0.2% | 0.12% | -3.8% |
Q1 2017 | $188,000 | -86.3% | 3,466 | -86.3% | 0.13% | -86.7% |
Q4 2016 | $1,377,000 | -3.3% | 25,363 | -0.2% | 0.97% | -18.0% |
Q3 2016 | $1,424,000 | +1.7% | 25,405 | +1.0% | 1.19% | -0.9% |
Q2 2016 | $1,400,000 | +1.1% | 25,143 | -1.0% | 1.20% | -4.9% |
Q1 2016 | $1,385,000 | -36.7% | 25,399 | -38.6% | 1.26% | -36.3% |
Q4 2015 | $2,188,000 | -4.6% | 41,367 | -4.5% | 1.98% | -4.0% |
Q3 2015 | $2,293,000 | -40.9% | 43,318 | -41.6% | 2.06% | -34.1% |
Q2 2015 | $3,882,000 | +249.7% | 74,131 | +254.8% | 3.13% | +288.8% |
Q4 2014 | $1,110,000 | – | 20,893 | – | 0.80% | – |
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% |