VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $262,000 | +1.6% | 4,756 | +4.8% | 0.00% | 0.0% |
| Q3 2021 | $258,000 | -0.4% | 4,537 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $259,000 | -6.5% | 4,537 | -6.4% | 0.00% | 0.0% |
| Q1 2021 | $277,000 | -8.0% | 4,848 | -5.7% | 0.00% | 0.0% |
| Q4 2020 | $301,000 | +0.7% | 5,143 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $299,000 | +11.6% | 5,143 | +11.0% | 0.00% | 0.0% |
| Q2 2020 | $268,000 | +31.4% | 4,634 | +28.5% | 0.00% | +50.0% |
| Q4 2019 | $204,000 | -2.9% | 3,605 | +1.0% | 0.00% | 0.0% |
| Q3 2019 | $210,000 | +2.4% | 3,571 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $205,000 | -6.8% | 3,571 | -11.3% | 0.00% | -33.3% |
| Q2 2018 | $220,000 | -45.0% | 4,025 | -45.0% | 0.00% | 0.0% |
| Q1 2018 | $400,000 | +63.9% | 7,322 | +63.0% | 0.00% | 0.0% |
| Q2 2017 | $244,000 | – | 4,491 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 725,834 | $34,716,619 | 17.66% |
| Sensible Financial Planning & Management, LLC. | 1,380,241 | $66,017 | 16.60% |
| Refined Wealth Management | 366,734 | $17,540,888 | 15.74% |
| Silver Oak Advisory Group, Inc. | 399,525 | $19,109 | 12.38% |
| FISCHER INVESTMENT STRATEGIES, LLC | 250,466 | $11,979,778 | 12.16% |
| Summit Wealth Group, LLC | 281,432 | $13,461 | 12.01% |
| Evolution Advisers, Inc. | 341,702 | $16,343 | 11.83% |
| Ally Invest Advisors Inc. | 1,655,073 | $79,162,124 | 9.26% |
| GPWM LLC | 213,049 | $10,190,134 | 8.71% |
| McCarthy Grittinger Financial Group, LLC | 454,273 | $21,727,893 | 8.56% |