VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,485 | -2.5% | 491 | -0.4% | 0.00% | 0.0% |
| Q2 2023 | $24,098 | -30.3% | 493 | -30.3% | 0.00% | -50.0% |
| Q1 2023 | $34,586 | -25.6% | 707 | -27.9% | 0.00% | -33.3% |
| Q4 2022 | $46,516 | -31.6% | 981 | -31.1% | 0.01% | -40.0% |
| Q3 2022 | $68,000 | +28.3% | 1,424 | +33.8% | 0.01% | +42.9% |
| Q2 2022 | $53,000 | -1.9% | 1,064 | +3.7% | 0.01% | +16.7% |
| Q1 2022 | $54,000 | +17.4% | 1,026 | +22.1% | 0.01% | +20.0% |
| Q4 2021 | $46,000 | -4.2% | 840 | +0.1% | 0.01% | -16.7% |
| Q3 2021 | $48,000 | -9.4% | 839 | -10.0% | 0.01% | -25.0% |
| Q2 2021 | $53,000 | -99.5% | 932 | +445.0% | 0.01% | +300.0% |
| Q1 2021 | $9,768,000 | +244100.0% | 171 | +155.2% | 0.00% | +100.0% |
| Q4 2020 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | – | 67 | – | 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% |