VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $168,938 | +2.5% | 3,532 | +4.8% | 0.02% | +6.2% |
| Q2 2023 | $164,776 | +13.3% | 3,371 | +13.4% | 0.02% | 0.0% |
| Q1 2023 | $145,391 | +124.2% | 2,972 | +117.4% | 0.02% | +100.0% |
| Q4 2022 | $64,837 | +90.7% | 1,367 | +93.1% | 0.01% | +60.0% |
| Q3 2022 | $34,000 | -5.6% | 708 | -3.5% | 0.01% | -16.7% |
| Q2 2022 | $36,000 | -23.4% | 734 | -18.4% | 0.01% | -25.0% |
| Q1 2022 | $47,000 | -6.0% | 900 | -0.6% | 0.01% | 0.0% |
| Q4 2021 | $50,000 | +8.7% | 905 | +12.8% | 0.01% | -11.1% |
| Q3 2021 | $46,000 | -4.2% | 802 | -4.0% | 0.01% | -18.2% |
| Q2 2021 | $48,000 | -4.0% | 835 | -3.9% | 0.01% | -26.7% |
| Q1 2021 | $50,000 | +38.9% | 869 | +42.0% | 0.02% | +25.0% |
| Q4 2020 | $36,000 | +33.3% | 612 | +29.9% | 0.01% | +9.1% |
| Q3 2020 | $27,000 | +350.0% | 471 | +371.0% | 0.01% | +266.7% |
| Q2 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $6,000 | +100.0% | 100 | +88.7% | 0.00% | +50.0% |
| Q3 2019 | $3,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | -25.0% | 53 | -26.4% | 0.00% | -33.3% |
| Q1 2019 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $4,000 | – | 72 | – | 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% |