VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $1,036,000 | +0.4% | 17,690 | -0.2% | 0.20% | -9.3% |
Q3 2020 | $1,032,000 | -1.1% | 17,732 | -1.9% | 0.23% | -9.2% |
Q2 2020 | $1,043,000 | +332.8% | 18,075 | +341.2% | 0.25% | +315.0% |
Q3 2019 | $241,000 | -83.0% | 4,097 | -83.9% | 0.06% | -84.2% |
Q1 2019 | $1,419,000 | +152.0% | 25,446 | +145.0% | 0.38% | +116.6% |
Q4 2018 | $563,000 | +8.3% | 10,387 | +9.2% | 0.18% | +15.9% |
Q2 2018 | $520,000 | +27.5% | 9,512 | +27.5% | 0.15% | +160.3% |
Q1 2018 | $408,000 | +81.3% | 7,462 | +79.9% | 0.06% | -9.4% |
Q2 2017 | $225,000 | – | 4,147 | – | 0.06% | – |
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% |