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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205,198 | -32.5% | 4,198 | -23.9% | 0.02% | -50.0% |
| Q4 2021 | $304,000 | -3.5% | 5,519 | -0.2% | 0.04% | -16.7% |
| Q3 2021 | $315,000 | -1.3% | 5,532 | -0.8% | 0.05% | -9.4% |
| Q2 2021 | $319,000 | -3.9% | 5,579 | -4.1% | 0.05% | -30.3% |
| Q1 2021 | $332,000 | -30.1% | 5,817 | -28.2% | 0.08% | -39.2% |
| Q4 2020 | $475,000 | +4.9% | 8,106 | +4.2% | 0.12% | -11.3% |
| Q3 2020 | $453,000 | +4.9% | 7,778 | +4.0% | 0.14% | -7.8% |
| Q2 2020 | $432,000 | +5.4% | 7,477 | +2.7% | 0.15% | -12.6% |
| Q1 2020 | $410,000 | +26.2% | 7,280 | +26.7% | 0.18% | +56.2% |
| Q4 2019 | $325,000 | -0.6% | 5,745 | +2.9% | 0.11% | -5.1% |
| Q3 2019 | $327,000 | +11.2% | 5,582 | +8.7% | 0.12% | -39.2% |
| Q2 2019 | $294,000 | +3.2% | 5,136 | +0.4% | 0.19% | -0.5% |
| Q1 2019 | $285,000 | +7.5% | 5,113 | +4.8% | 0.20% | -8.0% |
| Q4 2018 | $265,000 | – | 4,879 | – | 0.21% | – |
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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% |