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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,188,263 | +272.5% | 25,053 | +288.6% | 0.29% | +203.2% |
| Q2 2022 | $319,000 | -7.0% | 6,447 | -1.3% | 0.10% | +2.2% |
| Q1 2022 | $343,000 | -25.8% | 6,535 | -21.9% | 0.09% | -16.2% |
| Q4 2021 | $462,000 | +29.4% | 8,369 | +33.6% | 0.11% | +8.8% |
| Q3 2021 | $357,000 | -32.3% | 6,263 | -32.2% | 0.10% | -43.3% |
| Q1 2021 | $527,000 | +91.6% | 9,231 | +96.5% | 0.18% | +73.1% |
| Q4 2020 | $275,000 | -76.8% | 4,698 | -76.9% | 0.10% | -79.9% |
| Q3 2020 | $1,184,000 | +142.6% | 20,347 | +140.9% | 0.52% | +116.7% |
| Q2 2020 | $488,000 | -14.8% | 8,447 | -17.1% | 0.24% | -26.0% |
| Q1 2020 | $573,000 | +73.1% | 10,187 | +74.0% | 0.32% | +93.4% |
| Q4 2019 | $331,000 | – | 5,853 | – | 0.17% | – |
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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% |