VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,483 | +107900.6% | 10,861 | +10.4% | 0.02% | +7.1% |
| Q2 2023 | $481 | +10.8% | 9,836 | +10.8% | 0.01% | 0.0% |
| Q1 2023 | $434 | -2.9% | 8,876 | -5.8% | 0.01% | -6.7% |
| Q4 2022 | $447 | -99.9% | 9,426 | +5.9% | 0.02% | -6.2% |
| Q3 2022 | $425,000 | +14.9% | 8,904 | +19.1% | 0.02% | +23.1% |
| Q2 2022 | $370,000 | +15.3% | 7,475 | +22.2% | 0.01% | +30.0% |
| Q1 2022 | $321,000 | -4.7% | 6,118 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $337,000 | +12.0% | 6,118 | +15.7% | 0.01% | 0.0% |
| Q3 2021 | $301,000 | +3.4% | 5,286 | +3.7% | 0.01% | 0.0% |
| Q2 2021 | $291,000 | +2.1% | 5,097 | +2.3% | 0.01% | 0.0% |
| Q1 2021 | $285,000 | +15.4% | 4,983 | +18.1% | 0.01% | +11.1% |
| Q4 2020 | $247,000 | -6.1% | 4,219 | -6.8% | 0.01% | -18.2% |
| Q3 2020 | $263,000 | +0.8% | 4,526 | 0.0% | 0.01% | -15.4% |
| Q2 2020 | $261,000 | -51.8% | 4,526 | -52.1% | 0.01% | -56.7% |
| Q2 2019 | $541,000 | +4.2% | 9,450 | +1.5% | 0.03% | 0.0% |
| Q1 2019 | $519,000 | +118.1% | 9,310 | +112.5% | 0.03% | +100.0% |
| Q4 2018 | $238,000 | – | 4,381 | – | 0.02% | – |
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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% |