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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1 | -100.0% | 33 | 0.0% | 0.00% | – |
Q3 2022 | $2,000 | -75.0% | 33 | -80.1% | 0.00% | -100.0% |
Q2 2022 | $8,000 | -81.0% | 166 | -79.5% | 0.00% | -75.0% |
Q1 2022 | $42,000 | -6.7% | 808 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $45,000 | -52.1% | 808 | -51.0% | 0.01% | -52.9% |
Q3 2021 | $94,000 | 0.0% | 1,650 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $94,000 | +235.7% | 1,650 | +240.9% | 0.02% | +240.0% |
Q1 2021 | $28,000 | -28.2% | 484 | -27.4% | 0.01% | -37.5% |
Q4 2020 | $39,000 | -2.5% | 667 | -3.2% | 0.01% | -11.1% |
Q3 2020 | $40,000 | 0.0% | 689 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $40,000 | +2.6% | 689 | 0.0% | 0.01% | -18.2% |
Q1 2020 | $39,000 | – | 689 | – | 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% |