VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $423,000 | -25.3% | 7,328 | -27.1% | 0.02% | -40.0% |
| Q1 2020 | $566,000 | -33.7% | 10,057 | -33.3% | 0.04% | -13.0% |
| Q4 2019 | $854,000 | -53.9% | 15,086 | -52.1% | 0.05% | -75.1% |
| Q3 2019 | $1,853,000 | -76.1% | 31,496 | -76.8% | 0.18% | -77.5% |
| Q2 2019 | $7,769,000 | +3.4% | 135,579 | +0.7% | 0.82% | +3.4% |
| Q1 2019 | $7,510,000 | +15.4% | 134,657 | +12.3% | 0.80% | +10.6% |
| Q4 2018 | $6,508,000 | +1.9% | 119,960 | +2.5% | 0.72% | +16.1% |
| Q3 2018 | $6,385,000 | +15.1% | 117,070 | +15.5% | 0.62% | +10.5% |
| Q2 2018 | $5,547,000 | – | 101,386 | – | 0.56% | – |
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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% |