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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $263 | +22.9% | 5,496 | +25.5% | 0.02% | +21.1% |
Q2 2023 | $214 | -77.4% | 4,379 | -77.4% | 0.02% | -75.0% |
Q1 2023 | $948 | +378.8% | 19,385 | +363.3% | 0.08% | +300.0% |
Q4 2022 | $198 | -100.0% | 4,184 | -79.0% | 0.02% | -79.6% |
Q3 2022 | $953,000 | +374.1% | 19,967 | +393.3% | 0.09% | +365.0% |
Q2 2022 | $201,000 | -85.3% | 4,048 | -84.5% | 0.02% | -81.5% |
Q1 2022 | $1,369,000 | -49.2% | 26,103 | -46.6% | 0.11% | -47.1% |
Q4 2021 | $2,697,000 | +109.1% | 48,893 | +115.9% | 0.20% | +88.9% |
Q3 2021 | $1,290,000 | +5.5% | 22,642 | +5.7% | 0.11% | +4.9% |
Q2 2021 | $1,223,000 | +2.7% | 21,423 | +2.8% | 0.10% | -12.0% |
Q1 2021 | $1,191,000 | +15.2% | 20,845 | +18.0% | 0.12% | +7.3% |
Q4 2020 | $1,034,000 | +52.5% | 17,667 | +51.6% | 0.11% | +16.0% |
Q3 2020 | $678,000 | +5.8% | 11,655 | +5.0% | 0.09% | -1.1% |
Q2 2020 | $641,000 | -12.3% | 11,100 | -14.6% | 0.10% | -34.9% |
Q1 2020 | $731,000 | -8.4% | 12,997 | -7.9% | 0.15% | +30.4% |
Q4 2019 | $798,000 | -20.6% | 14,113 | -17.3% | 0.11% | -28.7% |
Q3 2019 | $1,005,000 | +77.6% | 17,075 | +72.9% | 0.16% | +76.4% |
Q2 2019 | $566,000 | -91.7% | 9,874 | +2484.8% | 0.09% | +122.5% |
Q1 2019 | $6,848,000 | +114033.3% | 382 | +9.1% | 0.04% | -7.0% |
Q4 2018 | $6,000 | -98.0% | 350 | +6900.0% | 0.04% | -20.4% |
Q3 2018 | $300,000 | -26.5% | 5 | -99.9% | 0.05% | -3.6% |
Q2 2018 | $408,000 | +48.4% | 7,461 | +48.4% | 0.06% | -13.8% |
Q1 2018 | $275,000 | +2.6% | 5,029 | +2.1% | 0.06% | -5.8% |
Q4 2017 | $268,000 | – | 4,925 | – | 0.07% | – |
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% |