VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $136,000 | -42.4% | 2,461 | -40.6% | 0.32% | +144.6% |
| Q2 2021 | $236,000 | +5.8% | 4,140 | +6.0% | 0.13% | +1.6% |
| Q1 2021 | $223,000 | -82.8% | 3,907 | -82.5% | 0.13% | -81.5% |
| Q3 2020 | $1,298,000 | -99.9% | 22,324 | +8.6% | 0.69% | +3.4% |
| Q2 2020 | $1,186,987,000 | +3.1% | 20,561 | +0.5% | 0.67% | -1.3% |
| Q1 2020 | $1,150,855,000 | +16.3% | 20,456 | +19.2% | 0.68% | +35.1% |
| Q4 2019 | $989,163,000 | +106952.3% | 17,167 | +9.3% | 0.50% | -38.5% |
| Q3 2019 | $924,000 | +53.2% | 15,704 | +49.3% | 0.81% | +26.8% |
| Q2 2019 | $603,000 | – | 10,518 | – | 0.64% | – |
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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% |