VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $713,000 | -4.8% | 12,610 | -0.9% | 0.26% | -13.5% |
| Q3 2019 | $749,000 | -3.1% | 12,724 | -5.3% | 0.30% | +2.1% |
| Q2 2019 | $773,000 | +4.6% | 13,434 | +0.9% | 0.29% | +3.2% |
| Q1 2019 | $739,000 | -63.0% | 13,311 | -63.9% | 0.28% | -63.0% |
| Q4 2018 | $1,998,000 | +16.2% | 36,832 | +16.0% | 0.76% | +8.1% |
| Q3 2018 | $1,719,000 | +177.3% | 31,762 | +178.4% | 0.70% | +149.1% |
| Q4 2017 | $620,000 | +1.0% | 11,408 | +1.4% | 0.28% | -8.7% |
| Q3 2017 | $614,000 | +7.2% | 11,256 | +6.8% | 0.31% | +8.4% |
| Q2 2017 | $573,000 | – | 10,535 | – | 0.29% | – |
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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% |