VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 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 2022 | $1,693,440 | -69.2% | 35,704 | -63.0% | 0.05% | -78.4% |
| Q3 2021 | $5,503,000 | +129.1% | 96,606 | +129.7% | 0.22% | +174.1% |
| Q2 2021 | $2,402,000 | -7.0% | 42,064 | -5.3% | 0.08% | -60.3% |
| Q3 2020 | $2,583,000 | -26.7% | 44,401 | -29.1% | 0.20% | -31.8% |
| Q1 2020 | $3,523,000 | +38.2% | 62,617 | +38.9% | 0.30% | +52.6% |
| Q4 2019 | $2,550,000 | -7.4% | 45,073 | -6.2% | 0.20% | -43.4% |
| Q2 2019 | $2,753,000 | -9.1% | 48,040 | -13.2% | 0.35% | +4.2% |
| Q2 2018 | $3,027,000 | +257.0% | 55,334 | +257.2% | 0.33% | +196.4% |
| Q1 2018 | $848,000 | +121.4% | 15,492 | +119.8% | 0.11% | +387.0% |
| Q2 2017 | $383,000 | – | 7,047 | – | 0.02% | – |
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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% |