VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,030,688 | -2.4% | 21,086 | -2.3% | 0.00% | -95.2% |
Q1 2023 | $1,055,694 | +5.1% | 21,580 | +1.9% | 0.02% | +61.5% |
Q4 2022 | $1,004,804 | +29.7% | 21,185 | +30.3% | 0.01% | +30.0% |
Q3 2022 | $775,000 | +41.7% | 16,254 | +47.2% | 0.01% | +42.9% |
Q2 2022 | $547,000 | +45.9% | 11,040 | +54.4% | 0.01% | +75.0% |
Q1 2022 | $375,000 | +41.0% | 7,152 | +53.1% | 0.00% | 0.0% |
Q3 2021 | $266,000 | -39.0% | 4,671 | -39.7% | 0.00% | -69.2% |
Q1 2020 | $436,000 | -0.9% | 7,750 | +3.7% | 0.01% | 0.0% |
Q3 2019 | $440,000 | -35.3% | 7,475 | -60.7% | 0.01% | -38.1% |
Q2 2019 | $680,000 | +375.5% | 19,000 | +642.2% | 0.02% | +250.0% |
Q1 2019 | $143,000 | -51.5% | 2,560 | -53.0% | 0.01% | -66.7% |
Q4 2018 | $295,000 | – | 5,445 | – | 0.02% | – |
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% |