VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 360 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $74,000 | -2.6% | 1,340 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $76,000 | 0.0% | 1,340 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $76,000 | 0.0% | 1,339 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $76,000 | +162.1% | 1,339 | +164.1% | 0.01% | +150.0% |
| Q4 2020 | $29,000 | -3.3% | 507 | -1.7% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +20.0% | 516 | +15.4% | 0.00% | 0.0% |
| Q2 2020 | $25,000 | -66.7% | 447 | -66.8% | 0.00% | -71.4% |
| Q1 2020 | $75,000 | +1.4% | 1,346 | +1.7% | 0.01% | +16.7% |
| Q4 2019 | $74,000 | -17.8% | 1,324 | -13.7% | 0.01% | -25.0% |
| Q3 2019 | $90,000 | +18.4% | 1,534 | +14.5% | 0.01% | +14.3% |
| Q2 2019 | $76,000 | -8.4% | 1,340 | -10.1% | 0.01% | -12.5% |
| Q1 2019 | $83,000 | +3.8% | 1,490 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $80,000 | +14.3% | 1,490 | +14.9% | 0.01% | +28.6% |
| Q3 2018 | $70,000 | +191.7% | 1,297 | +190.2% | 0.01% | +133.3% |
| Q2 2018 | $24,000 | +4.3% | 447 | +4.2% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | +666.7% | 429 | +639.7% | 0.00% | – |
| Q3 2017 | $3,000 | – | 58 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 610,041 | $30,221,000 | 20.30% |
| Sensible Financial Planning & Management, LLC. | 1,318,053 | $65,296,000 | 16.48% |
| Summit Wealth Group, LLC | 272,595 | $13,504,000 | 15.95% |
| Refined Wealth Management | 339,629 | $16,825,000 | 15.05% |
| Evolution Advisers, Inc. | 304,208 | $15,152,000 | 12.37% |
| Silver Oak Advisory Group, Inc. | 345,729 | $17,127,000 | 12.14% |
| ADE, LLC | 224,728 | $11,133,000 | 11.84% |
| Ally Invest Advisors Inc. | 1,626,669 | $80,585,000 | 10.49% |
| McCarthy Grittinger Financial Group, LLC | 456,348 | $22,607,486 | 9.72% |
| ASSET PLANNING CORPORATION | 222,755 | $11,035,000 | 9.59% |