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 | $1,354 | -99.9% | 28,548 | +24.0% | 0.02% | -5.0% |
| Q2 2022 | $1,141,000 | +453.9% | 23,027 | +486.2% | 0.02% | +566.7% |
| Q1 2022 | $206,000 | -87.8% | 3,928 | -87.1% | 0.00% | -89.7% |
| Q4 2021 | $1,682,000 | +532.3% | 30,494 | +554.1% | 0.03% | +480.0% |
| Q3 2021 | $266,000 | -6.3% | 4,662 | -6.1% | 0.01% | -16.7% |
| Q2 2021 | $284,000 | -1.4% | 4,966 | -1.5% | 0.01% | 0.0% |
| Q1 2021 | $288,000 | -36.4% | 5,042 | -34.8% | 0.01% | -40.0% |
| Q4 2020 | $453,000 | -1.9% | 7,738 | -2.6% | 0.01% | -16.7% |
| Q3 2020 | $462,000 | +0.7% | 7,947 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $459,000 | +2.7% | 7,947 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $447,000 | -57.6% | 7,947 | -57.4% | 0.02% | -44.4% |
| Q4 2019 | $1,055,000 | +61.1% | 18,645 | +67.5% | 0.03% | +28.6% |
| Q3 2019 | $655,000 | -1.8% | 11,132 | -4.4% | 0.02% | 0.0% |
| Q2 2019 | $667,000 | -6.2% | 11,639 | -8.7% | 0.02% | -30.0% |
| Q1 2019 | $711,000 | +69.3% | 12,747 | +64.6% | 0.03% | +50.0% |
| Q4 2018 | $420,000 | -1.2% | 7,743 | -0.7% | 0.02% | -4.8% |
| Q3 2018 | $425,000 | -2.1% | 7,801 | -1.6% | 0.02% | -8.7% |
| Q2 2018 | $434,000 | -22.9% | 7,929 | -22.9% | 0.02% | -25.8% |
| Q1 2018 | $563,000 | -4.7% | 10,281 | -5.3% | 0.03% | -16.2% |
| Q4 2017 | $591,000 | -5.7% | 10,861 | -5.5% | 0.04% | -14.0% |
| Q3 2017 | $627,000 | -9.3% | 11,492 | -9.6% | 0.04% | -12.2% |
| Q2 2017 | $691,000 | +112.0% | 12,714 | +112.6% | 0.05% | +28.9% |
| Q1 2016 | $326,000 | -90.5% | 5,980 | -90.8% | 0.04% | -87.9% |
| Q4 2015 | $3,445,000 | +8.3% | 65,153 | +8.4% | 0.32% | -14.9% |
| Q3 2015 | $3,181,000 | +249.6% | 60,090 | +245.7% | 0.37% | +285.4% |
| Q2 2015 | $910,000 | +6900.0% | 17,381 | +6908.5% | 0.10% | +9500.0% |
| Q1 2015 | $13,000 | -99.7% | 248 | -99.7% | 0.00% | -99.8% |
| Q4 2014 | $3,941,000 | +1910.7% | 74,199 | +1843.9% | 0.41% | +1772.7% |
| Q3 2014 | $196,000 | +1125.0% | 3,817 | +1100.3% | 0.02% | +1000.0% |
| Q2 2014 | $16,000 | 0.0% | 318 | -0.9% | 0.00% | 0.0% |
| Q1 2014 | $16,000 | – | 321 | – | 0.00% | – |
Download | ||||||
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% |