VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 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 ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |