VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $951,685 | +23.0% | 19,897 | +25.7% | 0.00% | 0.0% |
| Q2 2023 | $773,797 | -31.1% | 15,831 | -31.0% | 0.00% | 0.0% |
| Q1 2023 | $1,122,985 | -12.6% | 22,956 | -15.3% | 0.00% | 0.0% |
| Q4 2022 | $1,285,496 | +17.9% | 27,103 | +18.7% | 0.00% | 0.0% |
| Q3 2022 | $1,090,000 | -16.3% | 22,830 | -13.1% | 0.00% | 0.0% |
| Q2 2022 | $1,302,000 | +12.2% | 26,280 | +18.8% | 0.00% | 0.0% |
| Q1 2022 | $1,160,000 | -13.6% | 22,130 | -9.0% | 0.00% | 0.0% |
| Q4 2021 | $1,343,000 | +22.9% | 24,329 | +26.9% | 0.00% | 0.0% |
| Q3 2021 | $1,093,000 | +9.2% | 19,175 | +9.4% | 0.00% | 0.0% |
| Q2 2021 | $1,001,000 | -1.5% | 17,522 | -1.5% | 0.00% | 0.0% |
| Q1 2021 | $1,016,000 | +11.2% | 17,780 | +13.9% | 0.00% | 0.0% |
| Q4 2020 | $914,000 | +11.2% | 15,607 | +10.5% | 0.00% | 0.0% |
| Q3 2020 | $822,000 | -7.8% | 14,128 | -8.6% | 0.00% | 0.0% |
| Q2 2020 | $892,000 | +59.9% | 15,457 | +56.0% | 0.00% | 0.0% |
| Q1 2020 | $558,000 | +0.7% | 9,911 | +1.2% | 0.00% | 0.0% |
| Q4 2019 | $554,000 | -32.4% | 9,794 | -29.7% | 0.00% | 0.0% |
| Q3 2019 | $820,000 | +7.3% | 13,927 | +4.4% | 0.00% | 0.0% |
| Q2 2019 | $764,000 | +59.2% | 13,337 | +54.7% | 0.00% | – |
| Q1 2019 | $480,000 | +1.5% | 8,621 | -0.9% | 0.00% | -100.0% |
| Q4 2018 | $473,000 | -71.4% | 8,698 | -71.4% | 0.00% | -50.0% |
| Q3 2018 | $1,656,000 | +1.3% | 30,377 | +1.7% | 0.00% | 0.0% |
| Q2 2018 | $1,634,000 | +8.0% | 29,868 | +8.0% | 0.00% | +100.0% |
| Q1 2018 | $1,513,000 | +17.2% | 27,647 | +16.5% | 0.00% | 0.0% |
| Q4 2017 | $1,291,000 | +14.7% | 23,733 | +15.2% | 0.00% | 0.0% |
| Q3 2017 | $1,126,000 | +11.8% | 20,610 | +11.3% | 0.00% | 0.0% |
| Q2 2017 | $1,007,000 | +20.6% | 18,517 | +20.1% | 0.00% | 0.0% |
| Q1 2017 | $835,000 | +0.7% | 15,416 | +1.1% | 0.00% | 0.0% |
| Q4 2016 | $829,000 | +10.4% | 15,244 | +13.8% | 0.00% | 0.0% |
| Q3 2016 | $751,000 | -16.7% | 13,401 | -17.2% | 0.00% | 0.0% |
| Q2 2016 | $902,000 | +185.4% | 16,182 | +179.6% | 0.00% | – |
| Q1 2016 | $316,000 | -8.7% | 5,788 | -11.4% | 0.00% | – |
| Q4 2015 | $346,000 | +20.1% | 6,536 | +20.2% | 0.00% | – |
| Q3 2015 | $288,000 | +7.1% | 5,439 | +5.9% | 0.00% | – |
| Q2 2015 | $269,000 | +71.3% | 5,135 | +76.0% | 0.00% | – |
| Q1 2015 | $157,000 | +9.0% | 2,918 | +7.1% | 0.00% | – |
| Q4 2014 | $144,000 | +20.0% | 2,725 | +18.3% | 0.00% | – |
| Q3 2014 | $120,000 | +1.7% | 2,304 | 0.0% | 0.00% | – |
| Q2 2014 | $118,000 | +1.7% | 2,304 | 0.0% | 0.00% | – |
| Q1 2014 | $116,000 | +1.8% | 2,304 | 0.0% | 0.00% | – |
| Q4 2013 | $114,000 | – | 2,304 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |