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 | $937,342 | +7.2% | 19,597 | +9.5% | 0.09% | +3.6% |
Q2 2023 | $874,441 | -11.5% | 17,890 | -11.5% | 0.08% | -18.6% |
Q1 2023 | $988,425 | +4.9% | 20,205 | +1.7% | 0.10% | -6.4% |
Q4 2022 | $942,503 | -7.5% | 19,871 | -6.9% | 0.11% | -10.7% |
Q3 2022 | $1,019,000 | +17.0% | 21,344 | +21.4% | 0.12% | +14.0% |
Q2 2022 | $871,000 | -14.6% | 17,586 | -9.6% | 0.11% | -10.1% |
Q1 2022 | $1,020,000 | -24.3% | 19,460 | -20.4% | 0.12% | -30.0% |
Q4 2021 | $1,348,000 | +33.2% | 24,440 | +37.6% | 0.17% | +8.3% |
Q3 2021 | $1,012,000 | +78.8% | 17,762 | +79.3% | 0.16% | +76.4% |
Q2 2021 | $566,000 | +180.2% | 9,907 | +186.7% | 0.09% | +74.5% |
Q4 2020 | $202,000 | +0.5% | 3,455 | 0.0% | 0.05% | -17.7% |
Q3 2020 | $201,000 | -8.6% | 3,455 | -9.3% | 0.06% | -20.5% |
Q2 2020 | $220,000 | -2.2% | 3,811 | -4.6% | 0.08% | -40.5% |
Q1 2020 | $225,000 | 0.0% | 3,995 | +0.3% | 0.13% | -15.5% |
Q4 2019 | $225,000 | +448.8% | 3,984 | +469.1% | 0.16% | +400.0% |
Q3 2019 | $41,000 | – | 700 | – | 0.03% | – |
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% |