VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $139,000 | -23.2% | 2,452 | -20.1% | 0.01% | -33.3% |
| Q3 2019 | $181,000 | -2.7% | 3,069 | -5.4% | 0.01% | 0.0% |
| Q2 2019 | $186,000 | +6.9% | 3,243 | +4.2% | 0.01% | -10.0% |
| Q1 2019 | $174,000 | +3.0% | 3,112 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $169,000 | -4.0% | 3,112 | -3.4% | 0.01% | +10.0% |
| Q3 2018 | $176,000 | +8.6% | 3,220 | +8.7% | 0.01% | 0.0% |
| Q2 2018 | $162,000 | -8.0% | 2,963 | -8.1% | 0.01% | -9.1% |
| Q1 2018 | $176,000 | +109.5% | 3,223 | +108.9% | 0.01% | +120.0% |
| Q4 2017 | $84,000 | -56.0% | 1,543 | -55.8% | 0.01% | -72.2% |
| Q3 2017 | $191,000 | +0.5% | 3,492 | 0.0% | 0.02% | -14.3% |
| Q2 2017 | $190,000 | – | 3,492 | – | 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% |