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 2020 | $773,000 | -23.8% | 13,202 | -24.3% | 0.27% | -41.4% |
| Q3 2020 | $1,014,000 | +39.3% | 17,432 | +38.3% | 0.46% | -15.6% |
| Q2 2020 | $728,000 | -42.8% | 12,606 | -44.2% | 0.55% | -71.6% |
| Q1 2020 | $1,272,000 | -12.8% | 22,604 | -12.3% | 1.92% | +250.5% |
| Q4 2019 | $1,458,000 | -3.8% | 25,769 | 0.0% | 0.55% | -5.0% |
| Q3 2019 | $1,516,000 | -99.9% | 25,769 | 0.0% | 0.58% | +25.7% |
| Q2 2019 | $1,476,564,000 | +2.7% | 25,769 | 0.0% | 0.46% | -5.0% |
| Q1 2019 | $1,437,137,000 | +102699.5% | 25,769 | 0.0% | 0.48% | -61.7% |
| Q4 2018 | $1,398,000 | -12.4% | 25,769 | -11.9% | 1.26% | +60.2% |
| Q3 2018 | $1,595,000 | -0.3% | 29,245 | 0.0% | 0.79% | -1.4% |
| Q2 2018 | $1,600,000 | -0.1% | 29,245 | 0.0% | 0.80% | -14.6% |
| Q1 2018 | $1,601,000 | +16.4% | 29,245 | +15.5% | 0.94% | -36.0% |
| Q4 2017 | $1,376,000 | – | 25,312 | – | 1.46% | – |
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% |