VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $765,000 | +71.1% | 13,081 | +64.8% | 0.25% | -31.2% |
Q1 2020 | $447,000 | +1.6% | 7,937 | +2.0% | 0.37% | +43.2% |
Q4 2019 | $440,000 | -13.0% | 7,782 | -9.4% | 0.26% | -21.2% |
Q3 2019 | $506,000 | +16.9% | 8,594 | +10.8% | 0.33% | +15.2% |
Q2 2019 | $433,000 | 0.0% | 7,759 | 0.0% | 0.28% | 0.0% |
Q1 2019 | $433,000 | -0.9% | 7,759 | -3.7% | 0.28% | -17.3% |
Q4 2018 | $437,000 | -4.8% | 8,054 | -4.3% | 0.34% | +15.9% |
Q3 2018 | $459,000 | -5.4% | 8,419 | -5.1% | 0.30% | -7.2% |
Q2 2018 | $485,000 | +10.5% | 8,869 | +10.6% | 0.32% | +12.0% |
Q1 2018 | $439,000 | +1.4% | 8,019 | +0.6% | 0.28% | -1.0% |
Q4 2017 | $433,000 | +5.6% | 7,969 | +6.0% | 0.29% | -0.7% |
Q3 2017 | $410,000 | -5.1% | 7,519 | -5.4% | 0.29% | -8.0% |
Q2 2017 | $432,000 | +2.4% | 7,952 | +1.9% | 0.31% | -2.2% |
Q1 2017 | $422,000 | +20.9% | 7,802 | +21.5% | 0.32% | +11.8% |
Q4 2016 | $349,000 | +72.8% | 6,420 | +77.3% | 0.29% | +30.5% |
Q2 2016 | $202,000 | – | 3,620 | – | 0.22% | – |
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% |