VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,304,000 | +54.3% | 22,891 | +54.6% | 0.00% | +100.0% |
| Q2 2021 | $845,000 | -88.4% | 14,806 | -88.1% | 0.00% | -87.5% |
| Q4 2020 | $7,300,000 | -34.8% | 124,682 | -35.2% | 0.01% | -27.3% |
| Q3 2020 | $11,201,000 | -10.8% | 192,500 | -11.5% | 0.01% | 0.0% |
| Q2 2020 | $12,556,000 | +2875.4% | 217,500 | +2800.0% | 0.01% | – |
| Q1 2020 | $422,000 | -94.8% | 7,500 | -94.6% | 0.00% | -100.0% |
| Q3 2019 | $8,143,000 | -19.0% | 138,416 | -21.1% | 0.01% | -22.2% |
| Q2 2019 | $10,051,000 | +88.1% | 175,416 | +83.1% | 0.01% | +80.0% |
| Q1 2019 | $5,344,000 | -57.7% | 95,816 | -58.9% | 0.01% | -64.3% |
| Q4 2018 | $12,636,000 | +183.2% | 232,916 | +184.7% | 0.01% | +180.0% |
| Q3 2018 | $4,462,000 | -75.0% | 81,804 | -74.9% | 0.01% | -50.0% |
| Q2 2018 | $17,823,000 | +129.0% | 325,732 | +129.0% | 0.01% | +11.1% |
| Q1 2018 | $7,783,000 | – | 142,216 | – | 0.01% | – |
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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% |