VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $696,455 | +7.7% | 14,684 | +7.7% | 0.13% | +4.1% |
Q4 2022 | $646,606 | -29.4% | 13,633 | -29.0% | 0.12% | -32.8% |
Q3 2022 | $916,000 | -21.4% | 19,193 | -18.4% | 0.18% | -18.3% |
Q2 2022 | $1,165,000 | -41.8% | 23,515 | -35.2% | 0.22% | -32.7% |
Q1 2022 | $2,001,000 | 0.0% | 36,271 | 0.0% | 0.33% | 0.0% |
Q4 2021 | $2,001,000 | -30.1% | 36,271 | -27.8% | 0.33% | -34.4% |
Q3 2021 | $2,862,000 | -41.3% | 50,251 | -41.1% | 0.51% | -45.7% |
Q2 2021 | $4,874,000 | 0.0% | 85,321 | 0.0% | 0.94% | +0.4% |
Q1 2021 | $4,874,000 | +9.1% | 85,321 | +11.8% | 0.93% | +0.1% |
Q4 2020 | $4,468,000 | – | 76,319 | – | 0.93% | – |
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% |