VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $11,674,000 | +4160.6% | 211,633 | +4307.2% | 0.46% | +3400.0% |
| Q3 2021 | $274,000 | 0.0% | 4,802 | 0.0% | 0.01% | -13.3% |
| Q2 2021 | $274,000 | 0.0% | 4,802 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $274,000 | -2.5% | 4,802 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $281,000 | -65.1% | 4,802 | -65.3% | 0.02% | -69.6% |
| Q3 2020 | $806,000 | +191.0% | 13,856 | +188.5% | 0.06% | +143.5% |
| Q2 2020 | $277,000 | +2.6% | 4,802 | 0.0% | 0.02% | -20.7% |
| Q1 2020 | $270,000 | -9.4% | 4,802 | -8.9% | 0.03% | +38.1% |
| Q4 2019 | $298,000 | -3.9% | 5,270 | 0.0% | 0.02% | -4.5% |
| Q3 2019 | $310,000 | +2.6% | 5,270 | 0.0% | 0.02% | -4.3% |
| Q2 2019 | $302,000 | – | 5,270 | – | 0.02% | – |
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% |