VANGUARD CHARLOTTE FD - MUTUAL Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q3 2025

Type / Class
Equity / MUTUAL
Price per share
$19.73
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
34,170
Total reported value
$673,452
% of total 13F portfolios
0%
Share change
-1,711
Value change
-$33,874
Number of holders
5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 5 institutional investors reported holding 34,170 shares of VANGUARD CHARLOTTE FD - MUTUAL.

Institutional Holders of VANGUARD CHARLOTTE FD - MUTUAL across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 34,170 $673,452 -$33,874 $19.73 5
2025 Q2 35,983 $710,022 +$263,967 $19.74 5
2025 Q1 22,596 $439,951 -$2,714,011 $19.47 3
2024 Q4 161,985 $3,179,722 -$93,045 $19.63 2
2024 Q3 166,725 $3,349,395 -$25,714 $20.09 2
2024 Q2 168,005 $3,260,858 +$3,127,299 $19.41 2
2024 Q1 265 $5,202 -$42,463 $19.63 1
2023 Q4 8,929 $176,106 +$128,417 $19.73 5
2023 Q3 1,779 $33,987 -$385,073 $19.10 2
2023 Q2 27,827 $541,597 -$25,900 $19.48 3
2023 Q1 29,138 $569,449 +$7,317 $19.54 4
2022 Q4 22,524 $426,019 +$421,000 $18.93 2
2022 Q3 265 $5,056 $0 $19.08 1
2022 Q2 265 $5,242 $0 $19.78 1
2022 Q1 265 $5,541 -$261,000 $20.91 1
2021 Q4 12,096 $266,846 +$7,346 $22.06 2
2021 Q3 11,763 $268,037 -$37,985 $22.78 2
2021 Q2 13,430 $306,045 -$33,589 $22.80 2
2021 Q1 14,904 $340,042 +$616 $22.81 2
2020 Q4 14,877 $348,198 -$103,802 $23.40 2
2020 Q3 4,754 $110,000 $0 $23.14 1
2020 Q2 4,754 $110,000 +$110,000 $23.14 1
2019 Q3 0 $0 -$110 $19.73 0
2019 Q2 4,816 $110 -$58,890 $0.02 1
2019 Q1 2,596 $59,000 $0 $22.73 1
2018 Q2 0 $0 -$909,001 $19.73 0
2018 Q1 41,617 $909,000 -$754,263 $21.88 2
2017 Q4 76,408 $1,658,000 -$29,772 $21.70 3
2017 Q3 77,778 $1,693,000 -$248,673 $21.77 2
2017 Q2 89,200 $1,937,000 +$675,083 $21.72 2
2017 Q1 58,154 $1,257,000 -$55,075 $21.62 1
2016 Q4 60,702 $1,315,000 +$88,884 $21.66 1
2016 Q3 56,599 $1,264,000 +$273,351 $22.33 1
2016 Q2 44,359 $985,000 +$661,271 $22.21 1
2016 Q1 14,579 $317,000 +$317,000 $21.74 1