VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $321,000 | -3.3% | 5,624 | -1.4% | 0.03% | -16.1% |
Q4 2020 | $332,000 | +10.7% | 5,704 | +10.9% | 0.03% | -13.9% |
Q3 2020 | $300,000 | +1.4% | 5,143 | +0.9% | 0.04% | -2.7% |
Q2 2020 | $296,000 | +3.1% | 5,099 | +0.9% | 0.04% | -15.9% |
Q1 2020 | $287,000 | -41.7% | 5,054 | -41.6% | 0.04% | -27.9% |
Q4 2019 | $492,000 | -0.8% | 8,658 | +2.0% | 0.06% | -12.9% |
Q3 2019 | $496,000 | +1.4% | 8,490 | +0.3% | 0.07% | 0.0% |
Q2 2019 | $489,000 | +16.4% | 8,466 | +12.1% | 0.07% | +12.9% |
Q1 2019 | $420,000 | -7.1% | 7,553 | -9.6% | 0.06% | -7.5% |
Q4 2018 | $452,000 | +11.3% | 8,352 | +12.5% | 0.07% | +11.7% |
Q3 2018 | $406,000 | -0.5% | 7,427 | -0.4% | 0.06% | -4.8% |
Q2 2018 | $408,000 | +0.7% | 7,455 | +0.8% | 0.06% | -8.7% |
Q1 2018 | $405,000 | +0.7% | 7,396 | +0.1% | 0.07% | +4.5% |
Q4 2017 | $402,000 | +0.5% | 7,387 | +0.9% | 0.07% | -2.9% |
Q3 2017 | $400,000 | +4.4% | 7,320 | +3.4% | 0.07% | -37.0% |
Q1 2017 | $383,000 | – | 7,076 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
ADE, LLC | 224,010 | $11,747,000 | 11.04% |
Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |