AMERIPRISE FINANCIAL INC - VANGUARD CHARLOTTE FDS ownership

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
AMERIPRISE FINANCIAL INC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$49,797,763
-51.8%
1,040,115
-50.7%
0.02%
-50.0%
Q2 2023$103,223,557
+103.3%
2,111,352
+103.6%
0.03%
+88.2%
Q1 2023$50,770,145
+70.0%
1,037,116
+65.3%
0.02%
+70.0%
Q4 2022$29,863,000
-7.1%
627,441
-6.8%
0.01%
-16.7%
Q3 2022$32,156,000
-14.5%
673,324
-11.4%
0.01%
-7.7%
Q2 2022$37,622,000
-27.1%
759,634
-22.4%
0.01%
-13.3%
Q1 2022$51,598,000
-33.6%
978,714
-30.5%
0.02%
-28.6%
Q4 2021$77,729,000
-14.9%
1,407,863
-12.3%
0.02%
-27.6%
Q3 2021$91,381,000
-6.4%
1,606,197
-6.1%
0.03%
-3.3%
Q2 2021$97,678,000
-9.7%
1,711,177
-9.6%
0.03%
-16.7%
Q1 2021$108,150,000
-31.4%
1,892,708
-29.7%
0.04%
-35.7%
Q4 2020$157,690,000
+23.3%
2,693,609
+22.7%
0.06%
+7.7%
Q3 2020$127,840,000
+91.1%
2,195,301
+89.5%
0.05%
+79.3%
Q2 2020$66,898,000
-48.5%
1,158,275
-50.0%
0.03%
-57.4%
Q1 2020$129,914,000
-4.8%
2,318,395
+3.9%
0.07%
+19.3%
Q4 2019$136,498,000
-7.1%
2,230,463
-10.7%
0.06%
-13.6%
Q3 2019$146,965,000
-14.1%
2,496,445
-16.4%
0.07%
-14.3%
Q2 2019$171,006,000
-35.3%
2,986,876
-37.0%
0.08%
-36.9%
Q1 2019$264,396,000
+22.0%
4,743,454
+19.0%
0.12%
+13.0%
Q4 2018$216,790,000
-22.5%
3,985,591
+25.4%
0.11%
+10.2%
Q3 2018$279,823,000
+80.4%
3,179,040
+12.4%
0.10%
+42.0%
Q2 2018$155,101,000
+11.2%
2,827,809
+10.9%
0.07%
+9.5%
Q1 2018$139,516,000
+13.2%
2,550,432
+12.4%
0.06%
+12.5%
Q4 2017$123,205,000
-1.2%
2,268,879
-0.7%
0.06%
-5.1%
Q3 2017$124,737,000
-27.8%
2,284,976
-28.1%
0.06%
-32.2%
Q2 2017$172,819,000
-0.9%
3,179,746
-1.4%
0.09%
-3.3%
Q1 2017$174,373,000
-18.5%
3,226,016
-18.1%
0.09%
-23.1%
Q4 2016$213,879,000
-5.9%
3,940,833
-2.9%
0.12%
-7.9%
Q3 2016$227,252,000
+8.5%
4,056,733
+9.8%
0.13%
+3.3%
Q2 2016$209,456,000
+20.4%
3,696,096
+15.7%
0.12%
+18.3%
Q1 2016$174,016,000
+121.2%
3,195,487
+114.4%
0.10%
+126.1%
Q4 2015$78,665,000
-2.5%
1,490,191
-11.1%
0.05%
-8.0%
Q3 2015$80,702,000
+182.2%
1,676,489
+207.1%
0.05%
+212.5%
Q2 2015$28,595,000
+63.2%
545,939
+68.5%
0.02%
+60.0%
Q1 2015$17,525,000
+24.7%
323,935
+22.5%
0.01%
+25.0%
Q4 2014$14,056,000
+9.5%
264,502
+7.4%
0.01%0.0%
Q3 2014$12,836,000
+21.3%
246,290
+19.7%
0.01%
+33.3%
Q2 2014$10,581,000
+225.9%
205,801
+220.8%
0.01%
+200.0%
Q1 2014$3,247,000
+2675.2%
64,152
+2622.9%
0.00%
Q4 2013$117,0002,3560.00%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2021
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 725,834$34,716,61917.66%
Sensible Financial Planning & Management, LLC. 1,380,241$66,01716.60%
Refined Wealth Management 366,734$17,540,88815.74%
Silver Oak Advisory Group, Inc. 399,525$19,10912.38%
FISCHER INVESTMENT STRATEGIES, LLC 250,466$11,979,77812.16%
Summit Wealth Group, LLC 281,432$13,46112.01%
Evolution Advisers, Inc. 341,702$16,34311.83%
Ally Invest Advisors Inc. 1,655,073$79,162,1249.26%
GPWM LLC 213,049$10,190,1348.71%
McCarthy Grittinger Financial Group, LLC 454,273$21,727,8938.56%
View complete list of VANGUARD CHARLOTTE FDS shareholders