VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. 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 ↓ |
|---|---|---|---|
| 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% |