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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $50,232 | +4.5% | 1,010 | 0.0% | 0.02% | -3.8% |
| Q3 2023 | $48,066 | +18.3% | 1,010 | +20.7% | 0.03% | +13.0% |
| Q2 2023 | $40,645 | -0.5% | 837 | 0.0% | 0.02% | -8.0% |
| Q1 2023 | $40,851 | +2.6% | 837 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $39,829 | +2.1% | 837 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $39,000 | -31.6% | 837 | -26.6% | 0.03% | -28.2% |
| Q2 2022 | $57,000 | +159.1% | 1,141 | +175.6% | 0.04% | +178.6% |
| Q1 2022 | $22,000 | -4.3% | 414 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $23,000 | -4.2% | 414 | -1.0% | 0.02% | -11.8% |
| Q3 2021 | $24,000 | 0.0% | 418 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $24,000 | +4.3% | 418 | +1.0% | 0.02% | -5.3% |
| Q1 2021 | $23,000 | -36.1% | 414 | -32.9% | 0.02% | -45.7% |
| Q4 2020 | $36,000 | +500.0% | 617 | +460.9% | 0.04% | +400.0% |
| Q3 2020 | $6,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $6,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $6,000 | 0.0% | 110 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $6,000 | – | 110 | – | 0.01% | – |
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% |