VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $247,528 | -25.9% | 5,175 | -24.3% | 0.02% | -20.0% |
Q2 2023 | $334,110 | -57.8% | 6,835 | -57.7% | 0.02% | -60.8% |
Q1 2023 | $791,024 | +100.3% | 16,170 | +94.2% | 0.05% | +82.1% |
Q4 2022 | $394,971 | +78894.2% | 8,327 | -20.4% | 0.03% | -28.2% |
Q3 2022 | $500 | +90.1% | 10,467 | +97.5% | 0.04% | +85.7% |
Q2 2022 | $263 | -27.5% | 5,300 | -23.4% | 0.02% | -16.0% |
Q1 2022 | $363 | -28.3% | 6,922 | -24.5% | 0.02% | -35.9% |
Q4 2021 | $506 | +89.5% | 9,172 | +95.6% | 0.04% | +50.0% |
Q3 2021 | $267 | +2.3% | 4,690 | +2.5% | 0.03% | -16.1% |
Q2 2021 | $261 | -18.7% | 4,574 | -18.6% | 0.03% | -38.0% |
Q1 2021 | $321 | +60.5% | 5,617 | +63.1% | 0.05% | +4.2% |
Q3 2020 | $200 | -100.0% | 3,443 | -82.5% | 0.05% | -83.2% |
Q1 2020 | $1,106,000 | – | 19,657 | – | 0.28% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
ADE, LLC | 224,010 | $11,747,000 | 11.04% |
Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |