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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $31,000 | -6.1% | 602 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $33,000 | -35.3% | 602 | -32.6% | 0.00% | -42.9% |
| Q3 2021 | $51,000 | -20.3% | 893 | -20.1% | 0.01% | -12.5% |
| Q2 2021 | $64,000 | -9.9% | 1,117 | -10.1% | 0.01% | -20.0% |
| Q1 2021 | $71,000 | +61.4% | 1,242 | +65.6% | 0.01% | +66.7% |
| Q4 2020 | $44,000 | 0.0% | 750 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $44,000 | +2.3% | 750 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $43,000 | +2.4% | 750 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $42,000 | -36.4% | 750 | -35.9% | 0.01% | -20.0% |
| Q4 2019 | $66,000 | +43.5% | 1,170 | +50.6% | 0.01% | +25.0% |
| Q3 2019 | $46,000 | +2.2% | 777 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $45,000 | -10.0% | 777 | -13.3% | 0.01% | -11.1% |
| Q1 2019 | $50,000 | +2.0% | 896 | -1.8% | 0.01% | -10.0% |
| Q4 2018 | $49,000 | -3.9% | 912 | -2.9% | 0.01% | 0.0% |
| Q3 2018 | $51,000 | 0.0% | 939 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $51,000 | -30.1% | 939 | -29.8% | 0.01% | -35.3% |
| Q1 2018 | $73,000 | +87.2% | 1,337 | +86.7% | 0.02% | +54.5% |
| Q4 2017 | $39,000 | +1850.0% | 716 | +1735.9% | 0.01% | +1000.0% |
| Q1 2015 | $2,000 | – | 39 | – | 0.00% | – |
Download | ||||||
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% |