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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $273 | -99.9% | 5,762 | +0.2% | 0.03% | -12.1% |
| Q3 2022 | $274,000 | -46.5% | 5,749 | -44.4% | 0.03% | -42.1% |
| Q2 2022 | $512,000 | -18.5% | 10,336 | -11.4% | 0.06% | +83.9% |
| Q1 2022 | $628,000 | +92.6% | 11,666 | +97.2% | 0.03% | -3.1% |
| Q4 2021 | $326,000 | +0.9% | 5,917 | +4.2% | 0.03% | -13.5% |
| Q3 2021 | $323,000 | -10.5% | 5,676 | -10.2% | 0.04% | -28.8% |
| Q2 2021 | $361,000 | 0.0% | 6,324 | 0.0% | 0.05% | -20.0% |
| Q1 2021 | $361,000 | -6.5% | 6,324 | -4.2% | 0.06% | -14.5% |
| Q4 2020 | $386,000 | +3.8% | 6,601 | +3.3% | 0.08% | -16.5% |
| Q3 2020 | $372,000 | +1.1% | 6,390 | +0.3% | 0.09% | -19.5% |
| Q2 2020 | $368,000 | 0.0% | 6,370 | -2.7% | 0.11% | -13.7% |
| Q1 2020 | $368,000 | -1.6% | 6,550 | -0.9% | 0.13% | +27.2% |
| Q4 2019 | $374,000 | +29.9% | 6,611 | +35.0% | 0.10% | +10.8% |
| Q3 2019 | $288,000 | +7.9% | 4,897 | +5.0% | 0.09% | +17.7% |
| Q2 2019 | $267,000 | +5.5% | 4,662 | +2.9% | 0.08% | +3.9% |
| Q1 2019 | $253,000 | +22.8% | 4,531 | +19.6% | 0.08% | +20.6% |
| Q4 2018 | $206,000 | – | 3,790 | – | 0.06% | – |
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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% |