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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $14,664 | -0.1% | 300 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $14,676 | +3.1% | 300 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $14,229 | +1.6% | 300 | 0.0% | 0.01% | -9.1% |
Q3 2022 | $14,000 | -6.7% | 300 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $15,000 | -6.2% | 300 | 0.0% | 0.01% | +10.0% |
Q1 2022 | $16,000 | -5.9% | 300 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $17,000 | 0.0% | 300 | 0.0% | 0.01% | -9.1% |
Q3 2021 | $17,000 | 0.0% | 300 | 0.0% | 0.01% | -8.3% |
Q2 2021 | $17,000 | 0.0% | 300 | 0.0% | 0.01% | +33.3% |
Q1 2021 | $17,000 | -5.6% | 300 | 0.0% | 0.01% | -18.2% |
Q4 2020 | $18,000 | +5.9% | 300 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $17,000 | -69.1% | 300 | -68.4% | 0.01% | -71.1% |
Q2 2020 | $55,000 | +3.8% | 949 | 0.0% | 0.04% | -13.6% |
Q1 2020 | $53,000 | -1.9% | 949 | 0.0% | 0.04% | +22.2% |
Q4 2019 | $54,000 | -3.6% | 949 | 0.0% | 0.04% | -10.0% |
Q3 2019 | $56,000 | +3.7% | 949 | 0.0% | 0.04% | -9.1% |
Q2 2019 | $54,000 | +1.9% | 949 | 0.0% | 0.04% | +2.3% |
Q1 2019 | $53,000 | +3.9% | 949 | 0.0% | 0.04% | -2.3% |
Q4 2018 | $51,000 | +218.8% | 949 | +216.3% | 0.04% | +266.7% |
Q3 2018 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | -7.7% |
Q2 2018 | $16,000 | – | 300 | – | 0.01% | – |
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% |