VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 562 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $222,000 | +15.0% | 4,030 | +19.0% | 0.02% | 0.0% |
| Q3 2021 | $193,000 | +7.8% | 3,386 | +7.8% | 0.02% | +14.3% |
| Q2 2021 | $179,000 | 0.0% | 3,141 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $179,000 | -2.7% | 3,141 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $184,000 | +0.5% | 3,141 | 0.0% | 0.02% | -15.0% |
| Q3 2020 | $183,000 | +169.1% | 3,141 | +167.1% | 0.02% | +150.0% |
| Q2 2020 | $68,000 | +6.2% | 1,176 | +3.3% | 0.01% | -11.1% |
| Q1 2020 | $64,000 | 0.0% | 1,138 | 0.0% | 0.01% | +28.6% |
| Q4 2019 | $64,000 | -33.3% | 1,138 | -30.0% | 0.01% | -41.7% |
| Q3 2019 | $96,000 | +9500.0% | 1,625 | +17955.6% | 0.01% | – |
| Q2 2019 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | – | 9 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 9 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 610,041 | $30,221,000 | 20.30% |
| Sensible Financial Planning & Management, LLC. | 1,318,053 | $65,296,000 | 16.48% |
| Summit Wealth Group, LLC | 272,595 | $13,504,000 | 15.95% |
| Refined Wealth Management | 339,629 | $16,825,000 | 15.05% |
| Evolution Advisers, Inc. | 304,208 | $15,152,000 | 12.37% |
| Silver Oak Advisory Group, Inc. | 345,729 | $17,127,000 | 12.14% |
| ADE, LLC | 224,728 | $11,133,000 | 11.84% |
| Ally Invest Advisors Inc. | 1,626,669 | $80,585,000 | 10.49% |
| McCarthy Grittinger Financial Group, LLC | 456,348 | $22,607,486 | 9.72% |
| ASSET PLANNING CORPORATION | 222,755 | $11,035,000 | 9.59% |