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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,183 | +3.2% | 212,895 | +5.5% | 0.16% | +1.3% |
| Q2 2023 | $9,865 | +16.9% | 201,829 | +17.0% | 0.16% | +7.6% |
| Q1 2023 | $8,441 | -99.9% | 172,556 | +7.5% | 0.14% | +7.4% |
| Q4 2022 | $7,610,000 | -99.9% | 160,445 | +18.3% | 0.14% | +4.7% |
| Q3 2022 | $6,475,000,000 | +76491.0% | 135,656 | -20.5% | 0.13% | -21.3% |
| Q2 2022 | $8,454,000 | -1.2% | 170,648 | +4.6% | 0.16% | +9.3% |
| Q1 2022 | $8,556,000 | -99.9% | 163,149 | +21.1% | 0.15% | +14.5% |
| Q4 2021 | $7,432,000,000 | +285088.0% | 134,740 | +194.5% | 0.13% | +151.9% |
| Q3 2021 | $2,606,000 | +5.9% | 45,755 | +6.2% | 0.05% | 0.0% |
| Q2 2021 | $2,460,000 | +1.1% | 43,075 | +1.1% | 0.05% | -11.9% |
| Q1 2021 | $2,434,000 | +80.3% | 42,612 | +84.8% | 0.06% | +59.5% |
| Q4 2020 | $1,350,000 | +16.9% | 23,060 | +16.2% | 0.04% | -5.1% |
| Q3 2020 | $1,155,000 | +22.7% | 19,847 | +21.7% | 0.04% | +8.3% |
| Q2 2020 | $941,000 | +19.3% | 16,303 | +16.3% | 0.04% | -46.3% |
| Q1 2020 | $789,000 | +8.4% | 14,020 | +9.0% | 0.07% | +123.3% |
| Q4 2019 | $728,000 | -4.2% | 12,866 | -0.4% | 0.03% | -16.7% |
| Q3 2019 | $760,000 | +156.8% | 12,913 | +150.1% | 0.04% | +9.1% |
| Q2 2019 | $296,000 | – | 5,164 | – | 0.03% | – |
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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% |