VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 249 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $4,919,000 | -43.3% | 100,000 | -43.1% | 0.01% | -38.5% |
| Q4 2023 | $8,672,443 | -48.2% | 175,680 | -49.8% | 0.01% | -7.1% |
| Q3 2023 | $16,740,500 | +171246.0% | 350,000 | +75.0% | 0.01% | +100.0% |
| Q2 2023 | $9,770 | +33.2% | 200,000 | +33.3% | 0.01% | -41.7% |
| Q1 2023 | $7,334 | -35.5% | 150,000 | -37.5% | 0.01% | -29.4% |
| Q4 2022 | $11,376 | -99.9% | 240,000 | +20.0% | 0.02% | 0.0% |
| Q3 2022 | $9,544,000 | -3.7% | 200,026 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $9,907,000 | +2258.8% | 200,026 | +2526.7% | 0.02% | +1700.0% |
| Q4 2021 | $420,000 | +508.7% | 7,615 | +528.3% | 0.00% | – |
| Q3 2021 | $69,000 | -11.5% | 1,212 | -10.9% | 0.00% | – |
| Q1 2021 | $78,000 | -87.0% | 1,361 | -87.3% | 0.00% | -100.0% |
| Q1 2019 | $600,000 | +506.1% | 10,755 | +497.5% | 0.00% | – |
| Q2 2018 | $99,000 | -70.4% | 1,800 | -70.6% | 0.00% | -100.0% |
| Q1 2018 | $335,000 | +241.8% | 6,124 | +240.2% | 0.00% | – |
| Q4 2017 | $98,000 | -47.9% | 1,800 | -47.9% | 0.00% | -100.0% |
| Q3 2017 | $188,000 | -70.3% | 3,457 | -70.3% | 0.00% | -50.0% |
| Q2 2017 | $633,000 | +508.7% | 11,639 | +506.2% | 0.00% | – |
| Q1 2017 | $104,000 | +6.1% | 1,920 | +6.7% | 0.00% | – |
| Q4 2016 | $98,000 | -3.0% | 1,800 | 0.0% | 0.00% | – |
| Q3 2016 | $101,000 | – | 1,800 | – | 0.00% | – |
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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% |