VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $305 | -99.9% | 6,370 | -5.8% | 0.08% | -7.3% |
Q2 2023 | $330,423 | -11.1% | 6,760 | -11.0% | 0.08% | +6.5% |
Q1 2023 | $371,591 | -42.3% | 7,596 | -43.8% | 0.08% | -55.2% |
Q3 2022 | $644,000 | +2.9% | 13,518 | +13.9% | 0.17% | -32.3% |
Q2 2022 | $626,000 | -11.0% | 11,866 | -14.3% | 0.25% | 0.0% |
Q1 2022 | $703,000 | -3.3% | 13,853 | +7.8% | 0.25% | +693.8% |
Q4 2021 | $727,000 | +4.6% | 12,854 | +5.1% | 0.03% | -87.1% |
Q3 2021 | $695,000 | +85.8% | 12,230 | +86.6% | 0.25% | +71.0% |
Q2 2021 | $374,000 | +1.9% | 6,553 | +3.9% | 0.14% | -19.0% |
Q1 2021 | $367,000 | 0.0% | 6,308 | 0.0% | 0.18% | -0.6% |
Q4 2020 | $367,000 | +8.6% | 6,308 | +8.7% | 0.18% | -9.5% |
Q3 2020 | $338,000 | +5.0% | 5,804 | +4.0% | 0.20% | -12.3% |
Q2 2020 | $322,000 | -3.3% | 5,582 | -5.7% | 0.23% | -22.0% |
Q1 2020 | $333,000 | -16.8% | 5,922 | -16.3% | 0.29% | -7.6% |
Q4 2019 | $400,000 | +20.8% | 7,073 | +25.7% | 0.32% | +0.6% |
Q3 2019 | $331,000 | +3.4% | 5,627 | +0.8% | 0.31% | +11.4% |
Q2 2019 | $320,000 | +4.9% | 5,582 | +2.0% | 0.28% | +22.2% |
Q1 2019 | $305,000 | -6.2% | 5,475 | -8.8% | 0.23% | -5.0% |
Q4 2018 | $325,000 | – | 6,002 | – | 0.24% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |