VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 820 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $41,029 | -1.1% | 843 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $41,468 | +5.3% | 843 | +5.6% | 0.00% | 0.0% |
| Q4 2023 | $39,394 | -13.1% | 798 | -15.8% | 0.00% | -50.0% |
| Q3 2023 | $45,343 | -2.1% | 948 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $46,339 | -0.1% | 948 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $46,377 | +3.1% | 948 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $44,964 | +542.3% | 948 | +503.8% | 0.00% | – |
| Q3 2022 | $7,000 | -12.5% | 157 | -4.8% | 0.00% | – |
| Q2 2022 | $8,000 | 0.0% | 165 | +5.1% | 0.00% | – |
| Q1 2022 | $8,000 | -20.0% | 157 | -14.7% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 184 | +17.2% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 157 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 157 | +4.7% | 0.00% | -100.0% |
| Q1 2021 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | -11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 610,041 | $30,221,000 | 20.30% |
| Sensible Financial Planning & Management, LLC. | 1,318,053 | $65,296,000 | 16.48% |
| Summit Wealth Group, LLC | 272,595 | $13,504,000 | 15.95% |
| Refined Wealth Management | 339,629 | $16,825,000 | 15.05% |
| Evolution Advisers, Inc. | 304,208 | $15,152,000 | 12.37% |
| Silver Oak Advisory Group, Inc. | 345,729 | $17,127,000 | 12.14% |
| ADE, LLC | 224,728 | $11,133,000 | 11.84% |
| Ally Invest Advisors Inc. | 1,626,669 | $80,585,000 | 10.49% |
| McCarthy Grittinger Financial Group, LLC | 456,348 | $22,607,486 | 9.72% |
| ASSET PLANNING CORPORATION | 222,755 | $11,035,000 | 9.59% |