VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 293 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $337,000 | -31.9% | 6,805 | -27.8% | 0.07% | -22.7% |
Q1 2022 | $495,000 | -7.5% | 9,431 | -2.8% | 0.09% | -1.1% |
Q4 2021 | $535,000 | -2.9% | 9,700 | +0.3% | 0.09% | -9.2% |
Q3 2021 | $551,000 | -0.2% | 9,675 | +0.1% | 0.10% | -3.0% |
Q2 2021 | $552,000 | -3.0% | 9,669 | -3.0% | 0.10% | -22.3% |
Q1 2021 | $569,000 | +0.4% | 9,967 | +2.9% | 0.13% | -8.5% |
Q4 2020 | $567,000 | +8.0% | 9,686 | +7.4% | 0.14% | -17.0% |
Q3 2020 | $525,000 | +18.2% | 9,016 | +17.1% | 0.17% | +0.6% |
Q2 2020 | $444,000 | +5.5% | 7,697 | +2.8% | 0.17% | -11.5% |
Q1 2020 | $421,000 | +43.7% | 7,488 | +44.8% | 0.19% | +74.5% |
Q4 2019 | $293,000 | +20.1% | 5,171 | +24.8% | 0.11% | 0.0% |
Q3 2019 | $244,000 | +10.9% | 4,142 | +8.0% | 0.11% | +15.8% |
Q2 2019 | $220,000 | +3.3% | 3,834 | +0.6% | 0.10% | -12.8% |
Q1 2019 | $213,000 | +8.7% | 3,813 | +5.4% | 0.11% | -15.5% |
Q4 2018 | $196,000 | -2.5% | 3,616 | -1.8% | 0.13% | +7.5% |
Q3 2018 | $201,000 | +240.7% | 3,682 | +241.9% | 0.12% | +90.5% |
Q2 2018 | $59,000 | -44.9% | 1,077 | -44.7% | 0.06% | -20.3% |
Q1 2018 | $107,000 | +32.1% | 1,947 | +30.1% | 0.08% | +29.5% |
Q4 2017 | $81,000 | +8.0% | 1,496 | +9.4% | 0.06% | -9.0% |
Q3 2017 | $75,000 | +400.0% | 1,367 | +400.7% | 0.07% | +318.8% |
Q2 2017 | $15,000 | +1400.0% | 273 | +1265.0% | 0.02% | +1500.0% |
Q4 2016 | $1,000 | – | 20 | – | 0.00% | – |
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% |