VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,721 | -99.5% | 36 | -99.5% | 0.00% | -100.0% |
Q2 2023 | $332,503 | -45.2% | 6,802 | -45.2% | 0.03% | -46.0% |
Q1 2023 | $606,808 | -95.1% | 12,404 | -95.2% | 0.05% | -95.4% |
Q4 2022 | $12,370,785 | +19.5% | 260,822 | +24.8% | 1.09% | +18.1% |
Q2 2022 | $10,356,000 | -6.6% | 209,044 | -1.1% | 0.92% | +8.8% |
Q1 2022 | $11,084,000 | -2.1% | 211,375 | +3.0% | 0.85% | -1.0% |
Q4 2021 | $11,324,000 | +117.6% | 205,301 | +125.3% | 0.86% | +85.3% |
Q2 2021 | $5,203,000 | -2.4% | 91,129 | -2.4% | 0.46% | -9.0% |
Q1 2021 | $5,332,000 | +17.0% | 93,345 | +19.9% | 0.51% | +7.8% |
Q4 2020 | $4,559,000 | -49.0% | 77,862 | -49.3% | 0.47% | -54.4% |
Q3 2020 | $8,933,000 | +2.1% | 153,520 | +1.3% | 1.03% | -11.9% |
Q2 2020 | $8,746,000 | -28.0% | 151,498 | -29.9% | 1.17% | -26.2% |
Q1 2020 | $12,152,000 | +4075.9% | 215,986 | +4145.8% | 1.59% | +3979.5% |
Q2 2019 | $291,000 | +33.5% | 5,087 | +29.5% | 0.04% | +39.3% |
Q1 2019 | $218,000 | -99.3% | 3,927 | -99.3% | 0.03% | -99.4% |
Q4 2018 | $29,439,000 | +594.5% | 541,952 | +599.7% | 4.75% | +480.8% |
Q1 2018 | $4,239,000 | +138.0% | 77,453 | +136.5% | 0.82% | +139.9% |
Q4 2017 | $1,781,000 | +71.2% | 32,755 | +71.3% | 0.34% | +43.9% |
Q2 2017 | $1,040,000 | – | 19,125 | – | 0.24% | – |
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% |