VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $4 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $4 | -100.0% | 75 | -82.9% | 0.00% | -85.7% |
Q2 2022 | $22,000 | -4.3% | 439 | 0.0% | 0.01% | +16.7% |
Q1 2022 | $23,000 | -4.2% | 439 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $24,000 | -4.0% | 439 | 0.0% | 0.01% | -14.3% |
Q3 2021 | $25,000 | 0.0% | 439 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $25,000 | 0.0% | 439 | 0.0% | 0.01% | -22.2% |
Q1 2021 | $25,000 | -3.8% | 439 | 0.0% | 0.01% | -10.0% |
Q4 2020 | $26,000 | 0.0% | 439 | 0.0% | 0.01% | -9.1% |
Q3 2020 | $26,000 | +4.0% | 439 | 0.0% | 0.01% | -8.3% |
Q2 2020 | $25,000 | 0.0% | 439 | 0.0% | 0.01% | -14.3% |
Q1 2020 | $25,000 | -93.9% | 439 | -94.1% | 0.01% | -95.3% |
Q1 2018 | $408,000 | +0.7% | 7,453 | 0.0% | 0.30% | +7.9% |
Q4 2017 | $405,000 | -0.5% | 7,453 | 0.0% | 0.28% | -2.5% |
Q3 2017 | $407,000 | – | 7,453 | – | 0.28% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
ADE, LLC | 224,010 | $11,747,000 | 11.04% |
Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |