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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $368,000 | -27.3% | 7,438 | -22.9% | 0.08% | -12.6% |
| Q1 2022 | $506,000 | +23.4% | 9,642 | +29.6% | 0.09% | +20.8% |
| Q4 2021 | $410,000 | -3.3% | 7,438 | 0.0% | 0.07% | +5.9% |
| Q3 2021 | $424,000 | -5.4% | 7,438 | -5.2% | 0.07% | -4.2% |
| Q2 2021 | $448,000 | +6.2% | 7,845 | +5.5% | 0.07% | -4.1% |
| Q1 2021 | $422,000 | -4.3% | 7,438 | -1.3% | 0.07% | +8.8% |
| Q4 2020 | $441,000 | +1.8% | 7,537 | +1.3% | 0.07% | -19.0% |
| Q3 2020 | $433,000 | +0.9% | 7,438 | 0.0% | 0.08% | -4.5% |
| Q2 2020 | $429,000 | +2.6% | 7,438 | 0.0% | 0.09% | -17.0% |
| Q1 2020 | $418,000 | -0.7% | 7,438 | 0.0% | 0.11% | +16.5% |
| Q4 2019 | $421,000 | +879.1% | 7,438 | +871.0% | 0.09% | +727.3% |
| Q1 2019 | $43,000 | -64.2% | 766 | -65.0% | 0.01% | -65.6% |
| Q2 2018 | $120,000 | – | 2,189 | – | 0.03% | – |
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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% |