VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,804 | +10.9% | 5,662 | +13.3% | 0.01% | +9.1% |
| Q2 2023 | $244,230 | -5.0% | 4,997 | -4.9% | 0.01% | -8.3% |
| Q1 2023 | $257,093 | +7.9% | 5,255 | +4.6% | 0.01% | -7.7% |
| Q4 2022 | $238,179 | -4.3% | 5,022 | -3.8% | 0.01% | -18.8% |
| Q3 2022 | $249,000 | +1.6% | 5,222 | +5.4% | 0.02% | +6.7% |
| Q2 2022 | $245,000 | -2.4% | 4,954 | +12.5% | 0.02% | 0.0% |
| Q2 2021 | $251,000 | +239.2% | 4,402 | +237.8% | 0.02% | +400.0% |
| Q1 2021 | $74,000 | +3600.0% | 1,303 | +3732.4% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 34 | -8.1% | 0.00% | – |
| Q3 2020 | $2,000 | -98.4% | 37 | -98.3% | 0.00% | -100.0% |
| Q2 2020 | $126,000 | +193.0% | 2,177 | +184.6% | 0.01% | +120.0% |
| Q1 2020 | $43,000 | -70.3% | 765 | -70.1% | 0.01% | -64.3% |
| Q4 2019 | $145,000 | – | 2,558 | +36442.9% | 0.01% | – |
| Q3 2019 | $0 | -100.0% | 7 | -90.5% | 0.00% | -100.0% |
| Q4 2018 | $4,000 | -88.2% | 74 | -88.0% | 0.00% | -80.0% |
| Q3 2018 | $34,000 | +277.8% | 615 | +255.5% | 0.01% | +400.0% |
| Q2 2018 | $9,000 | +12.5% | 173 | +20.1% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | +100.0% | 144 | +75.6% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | – | 82 | – | 0.00% | – |
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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% |