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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,655 | +10.1% | 7,490 | +12.6% | 0.01% | +7.7% |
| Q1 2023 | $325,672 | -12.2% | 6,649 | -14.4% | 0.01% | -31.6% |
| Q3 2022 | $371,000 | +192.1% | 7,769 | +204.1% | 0.02% | +216.7% |
| Q2 2022 | $127,000 | -25.7% | 2,555 | -21.3% | 0.01% | -14.3% |
| Q1 2022 | $171,000 | -50.9% | 3,247 | -48.3% | 0.01% | -53.3% |
| Q4 2021 | $348,000 | -25.6% | 6,279 | -23.5% | 0.02% | -34.8% |
| Q3 2021 | $468,000 | -24.3% | 8,209 | -23.9% | 0.02% | -25.8% |
| Q2 2021 | $618,000 | +3.7% | 10,794 | +3.7% | 0.03% | -11.4% |
| Q1 2021 | $596,000 | -15.2% | 10,405 | -13.3% | 0.04% | -27.1% |
| Q4 2020 | $703,000 | +965.2% | 11,996 | +957.8% | 0.05% | +92.0% |
| Q3 2020 | $66,000 | -90.2% | 1,134 | -90.3% | 0.02% | -58.3% |
| Q2 2020 | $675,000 | +2.1% | 11,685 | -0.5% | 0.06% | -14.3% |
| Q1 2020 | $661,000 | -9.3% | 11,742 | -8.9% | 0.07% | +25.0% |
| Q4 2019 | $729,000 | +14.6% | 12,889 | +19.2% | 0.06% | -13.8% |
| Q3 2019 | $636,000 | – | 10,813 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |