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 ↓ |
|---|---|---|---|
| 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% |