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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |