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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $733,330 | -3.0% | 15,332 | -0.8% | 0.28% | -2.1% |
Q2 2023 | $755,734 | +0.2% | 15,461 | +0.3% | 0.29% | -14.6% |
Q1 2023 | $754,346 | +59.5% | 15,420 | +55.8% | 0.34% | +58.0% |
Q3 2022 | $473,000 | -15.1% | 9,898 | -11.9% | 0.21% | -7.0% |
Q2 2022 | $557,000 | -14.0% | 11,236 | -9.0% | 0.23% | +5.1% |
Q1 2022 | $648,000 | -2.6% | 12,348 | +2.4% | 0.22% | +11.3% |
Q4 2021 | $665,000 | -55.4% | 12,057 | -54.0% | 0.20% | -60.0% |
Q3 2021 | $1,492,000 | -1.0% | 26,190 | -0.7% | 0.49% | +1.2% |
Q2 2021 | $1,507,000 | -7.7% | 26,386 | -7.7% | 0.48% | -15.1% |
Q1 2021 | $1,633,000 | -8.0% | 28,588 | -5.7% | 0.57% | -12.1% |
Q4 2020 | $1,775,000 | +48.8% | 30,315 | +47.9% | 0.65% | +36.3% |
Q3 2020 | $1,193,000 | +0.1% | 20,503 | -0.7% | 0.47% | -6.1% |
Q2 2020 | $1,192,000 | -47.0% | 20,647 | -48.4% | 0.50% | -60.2% |
Q1 2020 | $2,249,000 | – | 39,981 | – | 1.27% | – |
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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% |