VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $202 | -29.4% | 4,132 | -31.5% | 0.03% | -31.8% |
| Q4 2022 | $286 | -99.9% | 6,029 | -1.3% | 0.04% | -10.2% |
| Q3 2022 | $292,000 | -3.6% | 6,108 | -0.1% | 0.05% | +2.1% |
| Q2 2022 | $303,000 | +47.8% | 6,113 | +56.5% | 0.05% | +71.4% |
| Q1 2022 | $205,000 | -14.2% | 3,905 | -9.9% | 0.03% | -15.2% |
| Q4 2021 | $239,000 | -3.2% | 4,333 | 0.0% | 0.03% | -10.8% |
| Q3 2021 | $247,000 | 0.0% | 4,333 | 0.0% | 0.04% | -5.1% |
| Q2 2021 | $247,000 | -0.4% | 4,333 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $248,000 | -2.4% | 4,333 | 0.0% | 0.04% | -7.1% |
| Q4 2020 | $254,000 | +0.8% | 4,333 | 0.0% | 0.04% | -6.7% |
| Q3 2020 | $252,000 | +0.8% | 4,333 | 0.0% | 0.04% | -8.2% |
| Q2 2020 | $250,000 | +13.6% | 4,333 | +11.0% | 0.05% | -9.3% |
| Q1 2020 | $220,000 | -0.5% | 3,905 | 0.0% | 0.05% | +28.6% |
| Q4 2019 | $221,000 | -3.9% | 3,905 | 0.0% | 0.04% | -8.7% |
| Q3 2019 | $230,000 | +2.7% | 3,905 | 0.0% | 0.05% | -2.1% |
| Q2 2019 | $224,000 | +2.8% | 3,905 | 0.0% | 0.05% | -2.1% |
| Q1 2019 | $218,000 | +2.8% | 3,905 | 0.0% | 0.05% | -9.4% |
| Q4 2018 | $212,000 | – | 3,905 | – | 0.05% | – |
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% |