VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $24,440 | -0.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $24,460 | -93.7% | 500 | -93.9% | 0.00% | -93.8% |
| Q4 2022 | $387,124 | +706.5% | 8,162 | +708.1% | 0.05% | +700.0% |
| Q3 2022 | $48,000 | -85.3% | 1,010 | -84.7% | 0.01% | -85.0% |
| Q2 2022 | $327,000 | +517.0% | 6,610 | +554.5% | 0.04% | +566.7% |
| Q1 2022 | $53,000 | -90.0% | 1,010 | -89.5% | 0.01% | -89.3% |
| Q4 2021 | $529,000 | +958.0% | 9,590 | +993.5% | 0.06% | +833.3% |
| Q3 2021 | $50,000 | 0.0% | 877 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $50,000 | 0.0% | 872 | -0.8% | 0.01% | 0.0% |
| Q1 2021 | $50,000 | -16.7% | 879 | -14.0% | 0.01% | -25.0% |
| Q4 2020 | $60,000 | -82.7% | 1,022 | -82.8% | 0.01% | -85.7% |
| Q3 2020 | $346,000 | -5.5% | 5,947 | -6.3% | 0.06% | -12.5% |
| Q2 2020 | $366,000 | -27.2% | 6,347 | -28.9% | 0.06% | -37.3% |
| Q1 2020 | $503,000 | +86.3% | 8,932 | +86.9% | 0.10% | +45.7% |
| Q4 2019 | $270,000 | +365.5% | 4,779 | +385.2% | 0.07% | +366.7% |
| Q3 2019 | $58,000 | -81.6% | 985 | -82.1% | 0.02% | -82.6% |
| Q2 2019 | $316,000 | -38.2% | 5,510 | -39.8% | 0.09% | -41.9% |
| Q1 2019 | $511,000 | -53.3% | 9,160 | -54.6% | 0.15% | -60.7% |
| Q4 2018 | $1,095,000 | +354.4% | 20,187 | +357.2% | 0.38% | +383.3% |
| Q3 2018 | $241,000 | +23.6% | 4,415 | +24.1% | 0.08% | +18.2% |
| Q2 2018 | $195,000 | -52.9% | 3,557 | -52.9% | 0.07% | -57.4% |
| Q1 2018 | $414,000 | +744.9% | 7,557 | +739.7% | 0.16% | +604.5% |
| Q4 2017 | $49,000 | +122.7% | 900 | +118.4% | 0.02% | +120.0% |
| Q2 2017 | $22,000 | – | 412 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |