VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 720 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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $221,371 | -57.5% | 4,500 | -57.4% | 0.04% | -62.0% |
Q4 2023 | $521,277 | +15.9% | 10,560 | +12.3% | 0.11% | +3.8% |
Q3 2023 | $449,819 | -59.9% | 9,405 | -60.3% | 0.10% | -66.0% |
Q4 2022 | $1,122,541 | +259.8% | 23,667 | +318.4% | 0.31% | +313.5% |
Q4 2021 | $312,000 | +43.1% | 5,656 | +45.7% | 0.07% | -32.7% |
Q1 2020 | $218,000 | -4.0% | 3,881 | -4.7% | 0.11% | +0.9% |
Q1 2019 | $227,000 | – | 4,071 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ECLECTIC ASSOCIATES INC /ADV | 610,041 | $30,221,000 | 20.30% |
Sensible Financial Planning & Management, LLC. | 1,318,053 | $65,296,000 | 16.48% |
Summit Wealth Group, LLC | 272,595 | $13,504,000 | 15.95% |
Refined Wealth Management | 339,629 | $16,825,000 | 15.05% |
Evolution Advisers, Inc. | 304,208 | $15,152,000 | 12.37% |
Silver Oak Advisory Group, Inc. | 345,729 | $17,127,000 | 12.14% |
ADE, LLC | 224,728 | $11,133,000 | 11.84% |
Ally Invest Advisors Inc. | 1,626,669 | $80,585,000 | 10.49% |
McCarthy Grittinger Financial Group, LLC | 456,348 | $22,607,486 | 9.72% |
ASSET PLANNING CORPORATION | 222,755 | $11,035,000 | 9.59% |