VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $312,670 | -62.6% | 6,592 | -61.0% | 0.03% | -62.0% |
Q2 2022 | $836,000 | +11.5% | 16,887 | +24.1% | 0.08% | +25.4% |
Q4 2021 | $750,000 | -68.2% | 13,612 | -66.3% | 0.06% | -87.2% |
Q4 2020 | $2,361,000 | +215.6% | 40,333 | +213.6% | 0.49% | +167.9% |
Q3 2020 | $748,000 | -2.7% | 12,863 | -3.5% | 0.18% | -17.1% |
Q2 2020 | $769,000 | -32.2% | 13,329 | -33.9% | 0.22% | -42.8% |
Q1 2020 | $1,135,000 | +82.8% | 20,172 | +91.2% | 0.39% | +23.6% |
Q3 2019 | $621,000 | -59.7% | 10,548 | -60.8% | 0.31% | -79.1% |
Q2 2019 | $1,541,000 | -25.9% | 26,899 | -27.9% | 1.50% | -15.6% |
Q1 2019 | $2,079,000 | +1.1% | 37,284 | -1.6% | 1.78% | -13.6% |
Q4 2018 | $2,056,000 | – | 37,907 | – | 2.06% | – |
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% |