VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $944,000 | -26.1% | 17,118 | -23.5% | 0.45% | -33.1% |
| Q2 2021 | $1,277,000 | +18.1% | 22,368 | +18.2% | 0.67% | +2.1% |
| Q1 2021 | $1,081,000 | +21.5% | 18,925 | +22.8% | 0.66% | -8.7% |
| Q3 2020 | $890,000 | 0.0% | 15,410 | 0.0% | 0.72% | 0.0% |
| Q2 2020 | $890,000 | -99.9% | 15,410 | +25.4% | 0.72% | +12.3% |
| Q1 2020 | $672,632,000 | +84721.2% | 12,290 | -12.3% | 0.64% | -6.9% |
| Q4 2019 | $793,000 | +17.1% | 14,020 | +21.8% | 0.69% | +0.9% |
| Q3 2019 | $677,000 | +25.1% | 11,510 | +21.9% | 0.68% | +43.3% |
| Q2 2019 | $541,000 | +96.0% | 9,440 | +91.1% | 0.48% | +87.5% |
| Q1 2019 | $276,000 | -23.1% | 4,940 | -25.3% | 0.26% | -26.5% |
| Q4 2018 | $359,000 | -99.9% | 6,615 | -32.6% | 0.35% | -21.8% |
| Q3 2018 | $535,310,000 | -30.1% | 9,815 | -29.9% | 0.44% | -36.2% |
| Q2 2018 | $765,666,000 | +13.8% | 13,995 | +13.9% | 0.70% | +8.2% |
| Q1 2018 | $672,632,000 | – | 12,290 | – | 0.64% | – |
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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% |