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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |