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 | $2,239,430 | +1.0% | 46,821 | +3.2% | 0.26% | +8.0% |
| Q2 2023 | $2,217,563 | -14.4% | 45,367 | -16.9% | 0.24% | -4.8% |
| Q4 2022 | $2,589,375 | +2.2% | 54,594 | +2.9% | 0.25% | -17.2% |
| Q3 2022 | $2,533,000 | -4.6% | 53,075 | -1.0% | 0.30% | +14.4% |
| Q2 2022 | $2,656,000 | -99.9% | 53,604 | +53.3% | 0.26% | +74.8% |
| Q1 2022 | $1,833,577,000 | -10.4% | 34,965 | -5.7% | 0.15% | -8.5% |
| Q4 2021 | $2,045,329,000 | -7.4% | 37,080 | -4.4% | 0.16% | -14.1% |
| Q3 2021 | $2,209,175,000 | +96878.7% | 38,785 | -2.8% | 0.19% | -33.1% |
| Q2 2021 | $2,278,000 | +5.2% | 39,902 | +5.2% | 0.29% | +25.3% |
| Q1 2021 | $2,166,000 | +2.8% | 37,918 | +5.4% | 0.23% | -14.2% |
| Q4 2020 | $2,106,000 | +1.0% | 35,970 | +0.5% | 0.27% | -4.6% |
| Q3 2020 | $2,085,000 | +14.9% | 35,794 | +13.8% | 0.28% | -4.8% |
| Q2 2020 | $1,815,000 | +14.9% | 31,441 | +12.0% | 0.29% | -11.4% |
| Q1 2020 | $1,579,000 | -0.8% | 28,063 | -0.3% | 0.33% | +21.2% |
| Q4 2019 | $1,592,000 | -14.0% | 28,135 | -17.1% | 0.27% | +3.8% |
| Q3 2018 | $1,852,000 | +790.4% | 33,954 | +793.5% | 0.26% | +312.5% |
| Q2 2018 | $208,000 | -55.1% | 3,800 | -55.6% | 0.06% | -78.7% |
| Q1 2015 | $463,000 | -0.4% | 8,555 | -2.3% | 0.30% | +13.6% |
| Q4 2014 | $465,000 | – | 8,755 | – | 0.26% | – |
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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% |