VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 242 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,419,000 | +76.1% | 24,382 | +74.7% | 0.05% | -13.8% |
| Q2 2020 | $806,000 | +3.7% | 13,958 | +1.0% | 0.06% | -14.7% |
| Q1 2020 | $777,000 | -38.7% | 13,817 | -38.3% | 0.07% | -20.0% |
| Q4 2019 | $1,267,000 | +215.2% | 22,386 | +227.3% | 0.08% | +193.1% |
| Q3 2019 | $402,000 | +2.6% | 6,839 | +0.0% | 0.03% | 0.0% |
| Q2 2019 | $392,000 | +2.9% | 6,838 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $381,000 | +2.7% | 6,838 | 0.0% | 0.03% | -12.1% |
| Q4 2018 | $371,000 | -0.8% | 6,838 | -0.2% | 0.03% | +6.5% |
| Q3 2018 | $374,000 | 0.0% | 6,849 | +0.2% | 0.03% | -8.8% |
| Q2 2018 | $374,000 | -2.9% | 6,836 | -2.9% | 0.03% | -5.6% |
| Q1 2018 | $385,000 | +37.0% | 7,037 | +36.1% | 0.04% | +33.3% |
| Q4 2017 | $281,000 | -35.6% | 5,170 | -35.2% | 0.03% | -43.8% |
| Q3 2017 | $436,000 | +127.1% | 7,982 | +125.9% | 0.05% | +108.7% |
| Q2 2017 | $192,000 | +9.1% | 3,534 | +8.8% | 0.02% | -8.0% |
| Q1 2017 | $176,000 | 0.0% | 3,248 | +0.1% | 0.02% | -3.8% |
| Q4 2016 | $176,000 | +506.9% | 3,244 | +527.5% | 0.03% | +420.0% |
| Q3 2016 | $29,000 | +11.5% | 517 | +8.8% | 0.01% | +25.0% |
| Q2 2016 | $26,000 | 0.0% | 475 | 0.0% | 0.00% | -20.0% |
| Q1 2016 | $26,000 | +4.0% | 475 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $25,000 | – | 475 | – | 0.01% | – |
Download | ||||||
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% |