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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $875,337 | -9.7% | 18,301 | -7.8% | 0.02% | +5.6% |
| Q2 2023 | $969,779 | -5.1% | 19,840 | -5.0% | 0.02% | +28.6% |
| Q1 2023 | $1,021,499 | -19.6% | 20,881 | -22.0% | 0.01% | -17.6% |
| Q4 2022 | $1,270,413 | -9.3% | 26,785 | -8.7% | 0.02% | -15.0% |
| Q3 2022 | $1,400,000 | +34900.0% | 29,332 | +38494.7% | 0.02% | – |
| Q2 2021 | $4,000 | -98.2% | 76 | -98.1% | 0.00% | -100.0% |
| Q1 2021 | $224,000 | -10.0% | 3,941 | -7.4% | 0.00% | -25.0% |
| Q4 2020 | $249,000 | +9.7% | 4,255 | +9.2% | 0.00% | 0.0% |
| Q3 2020 | $227,000 | -3.8% | 3,897 | -5.1% | 0.00% | 0.0% |
| Q2 2020 | $236,000 | 0.0% | 4,105 | -2.4% | 0.00% | -33.3% |
| Q1 2020 | $236,000 | -36.6% | 4,205 | -36.0% | 0.01% | -14.3% |
| Q4 2019 | $372,000 | +40.9% | 6,572 | +46.3% | 0.01% | +40.0% |
| Q3 2019 | $264,000 | -2.6% | 4,491 | -4.9% | 0.01% | -44.4% |
| Q2 2019 | $271,000 | – | 4,721 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |