VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $181,000 | -5.2% | 3,461 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $191,000 | -1.0% | 3,461 | 0.0% | 0.02% | -26.1% |
| Q3 2021 | $193,000 | -2.5% | 3,461 | 0.0% | 0.02% | +21.1% |
| Q2 2021 | $198,000 | 0.0% | 3,461 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $198,000 | -2.5% | 3,461 | 0.0% | 0.02% | -9.1% |
| Q4 2020 | $203,000 | +1.0% | 3,461 | 0.0% | 0.02% | -12.0% |
| Q3 2020 | $201,000 | +0.5% | 3,461 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $200,000 | +2.6% | 3,461 | 0.0% | 0.03% | -16.1% |
| Q1 2020 | $195,000 | -0.5% | 3,461 | 0.0% | 0.03% | +14.8% |
| Q4 2019 | $196,000 | -3.9% | 3,461 | 0.0% | 0.03% | -6.9% |
| Q3 2019 | $204,000 | +3.0% | 3,461 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $198,000 | +2.6% | 3,461 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $193,000 | +2.7% | 3,461 | 0.0% | 0.03% | -9.1% |
| Q4 2018 | $188,000 | +13.3% | 3,461 | +14.0% | 0.03% | +22.2% |
| Q3 2018 | $166,000 | – | 3,035 | – | 0.03% | – |
Download | ||||||
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% |