VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 802 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2024. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,062 | +4.5% | 62,917 | +5.7% | 0.80% | +2.7% |
Q1 2024 | $2,929 | +88.1% | 59,545 | +83.0% | 0.78% | +49.5% |
Q3 2023 | $1,557 | +1.0% | 32,545 | +3.2% | 0.52% | +3.0% |
Q2 2023 | $1,541 | +34.6% | 31,527 | +34.7% | 0.50% | +26.0% |
Q1 2023 | $1,145 | +7.0% | 23,399 | +3.8% | 0.40% | +9.9% |
Q4 2022 | $1,070 | -99.9% | 22,550 | +5.2% | 0.36% | -2.7% |
Q2 2022 | $1,062,000 | -3.1% | 21,442 | +2.6% | 0.37% | +4.5% |
Q1 2022 | $1,096,000 | -3.9% | 20,902 | +1.1% | 0.36% | -5.3% |
Q4 2021 | $1,141,000 | +0.7% | 20,680 | +3.9% | 0.38% | -6.0% |
Q3 2021 | $1,133,000 | +3.0% | 19,896 | +3.3% | 0.40% | +1.8% |
Q2 2021 | $1,100,000 | +1.2% | 19,260 | +1.2% | 0.40% | -9.0% |
Q1 2021 | $1,087,000 | +6.0% | 19,024 | +8.7% | 0.43% | +3.8% |
Q4 2020 | $1,025,000 | +3.9% | 17,502 | +3.1% | 0.42% | -13.3% |
Q3 2020 | $987,000 | +2.5% | 16,968 | +1.7% | 0.48% | -13.0% |
Q2 2020 | $963,000 | +9.8% | 16,681 | +7.0% | 0.55% | -16.4% |
Q1 2020 | $877,000 | +1.5% | 15,583 | +2.1% | 0.66% | +29.7% |
Q4 2019 | $864,000 | -2.6% | 15,268 | +0.4% | 0.51% | -9.9% |
Q3 2019 | $887,000 | +0.5% | 15,205 | -1.3% | 0.57% | -29.9% |
Q2 2019 | $883,000 | – | 15,409 | – | 0.81% | – |
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% |