VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,984 | -99.7% | 62,906 | +230.6% | 1.48% | +134.1% |
| Q2 2022 | $943,000 | -67.2% | 19,028 | -63.5% | 0.63% | -54.1% |
| Q4 2021 | $2,874,000 | -38.1% | 52,104 | -35.9% | 1.38% | -60.1% |
| Q2 2021 | $4,641,000 | +1057.4% | 81,282 | +1057.7% | 3.46% | +896.5% |
| Q1 2021 | $401,000 | -64.0% | 7,021 | -63.1% | 0.35% | -60.4% |
| Q4 2020 | $1,113,000 | -43.3% | 19,014 | -43.7% | 0.88% | -52.7% |
| Q3 2020 | $1,964,000 | +80.2% | 33,759 | +78.8% | 1.86% | +67.7% |
| Q2 2020 | $1,090,000 | +81.7% | 18,880 | +77.9% | 1.11% | +113.1% |
| Q4 2019 | $600,000 | – | 10,612 | – | 0.52% | – |
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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% |