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 | $1,721 | -99.5% | 36 | -99.5% | 0.00% | -100.0% |
| Q2 2023 | $332,503 | -45.2% | 6,802 | -45.2% | 0.03% | -46.0% |
| Q1 2023 | $606,808 | -95.1% | 12,404 | -95.2% | 0.05% | -95.4% |
| Q4 2022 | $12,370,785 | +19.5% | 260,822 | +24.8% | 1.09% | +18.1% |
| Q2 2022 | $10,356,000 | -6.6% | 209,044 | -1.1% | 0.92% | +8.8% |
| Q1 2022 | $11,084,000 | -2.1% | 211,375 | +3.0% | 0.85% | -1.0% |
| Q4 2021 | $11,324,000 | +117.6% | 205,301 | +125.3% | 0.86% | +85.3% |
| Q2 2021 | $5,203,000 | -2.4% | 91,129 | -2.4% | 0.46% | -9.0% |
| Q1 2021 | $5,332,000 | +17.0% | 93,345 | +19.9% | 0.51% | +7.8% |
| Q4 2020 | $4,559,000 | -49.0% | 77,862 | -49.3% | 0.47% | -54.4% |
| Q3 2020 | $8,933,000 | +2.1% | 153,520 | +1.3% | 1.03% | -11.9% |
| Q2 2020 | $8,746,000 | -28.0% | 151,498 | -29.9% | 1.17% | -26.2% |
| Q1 2020 | $12,152,000 | +4075.9% | 215,986 | +4145.8% | 1.59% | +3979.5% |
| Q2 2019 | $291,000 | +33.5% | 5,087 | +29.5% | 0.04% | +39.3% |
| Q1 2019 | $218,000 | -99.3% | 3,927 | -99.3% | 0.03% | -99.4% |
| Q4 2018 | $29,439,000 | +594.5% | 541,952 | +599.7% | 4.75% | +480.8% |
| Q1 2018 | $4,239,000 | +138.0% | 77,453 | +136.5% | 0.82% | +139.9% |
| Q4 2017 | $1,781,000 | +71.2% | 32,755 | +71.3% | 0.34% | +43.9% |
| Q2 2017 | $1,040,000 | – | 19,125 | – | 0.24% | – |
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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% |