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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $303,000 | +5.6% | 6,119 | +11.6% | 0.02% | +13.3% |
| Q1 2022 | $287,000 | -5.0% | 5,482 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $302,000 | +26.9% | 5,482 | +31.0% | 0.02% | +15.4% |
| Q3 2021 | $238,000 | -0.4% | 4,186 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $239,000 | -6.3% | 4,186 | -6.4% | 0.01% | -18.8% |
| Q1 2021 | $255,000 | +1.2% | 4,470 | +3.9% | 0.02% | -11.1% |
| Q4 2020 | $252,000 | -5.6% | 4,302 | -6.1% | 0.02% | -18.2% |
| Q3 2020 | $267,000 | +10.8% | 4,583 | +9.7% | 0.02% | -4.3% |
| Q2 2020 | $241,000 | +4.3% | 4,179 | +1.8% | 0.02% | -17.9% |
| Q1 2020 | $231,000 | -0.9% | 4,105 | -0.5% | 0.03% | +21.7% |
| Q4 2019 | $233,000 | -2.9% | 4,125 | +1.3% | 0.02% | -17.9% |
| Q3 2019 | $240,000 | +3.0% | 4,071 | 0.0% | 0.03% | +3.7% |
| Q2 2019 | $233,000 | +2.6% | 4,071 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $227,000 | -3.0% | 4,071 | -5.6% | 0.03% | -15.2% |
| Q4 2018 | $234,000 | -14.0% | 4,312 | -13.7% | 0.03% | -8.3% |
| Q3 2018 | $272,000 | -2.2% | 4,994 | -1.8% | 0.04% | -2.7% |
| Q2 2018 | $278,000 | -59.8% | 5,084 | -59.8% | 0.04% | -55.4% |
| Q1 2018 | $692,000 | -2.1% | 12,646 | -2.8% | 0.08% | -2.4% |
| Q4 2017 | $707,000 | +2.2% | 13,010 | +2.6% | 0.08% | -6.6% |
| Q3 2017 | $692,000 | +0.4% | 12,676 | +0.0% | 0.09% | -6.2% |
| Q2 2017 | $689,000 | +10.6% | 12,675 | +10.2% | 0.10% | +6.6% |
| Q1 2017 | $623,000 | +107.0% | 11,502 | +107.6% | 0.09% | +89.6% |
| Q4 2016 | $301,000 | -36.4% | 5,540 | -34.4% | 0.05% | -42.2% |
| Q3 2016 | $473,000 | +93.1% | 8,441 | +91.8% | 0.08% | +76.6% |
| Q2 2016 | $245,000 | +2.1% | 4,401 | 0.0% | 0.05% | -2.1% |
| Q1 2016 | $240,000 | -54.8% | 4,401 | -56.1% | 0.05% | -61.6% |
| Q4 2015 | $531,000 | +91.7% | 10,033 | +91.8% | 0.12% | +71.2% |
| Q3 2015 | $277,000 | +1.1% | 5,230 | 0.0% | 0.07% | +7.4% |
| Q2 2015 | $274,000 | +9.6% | 5,230 | +13.2% | 0.07% | +6.2% |
| Q1 2015 | $250,000 | +6.8% | 4,619 | +4.7% | 0.06% | +1.6% |
| Q4 2014 | $234,000 | +1.7% | 4,412 | 0.0% | 0.06% | -6.0% |
| Q3 2014 | $230,000 | +1.3% | 4,412 | 0.0% | 0.07% | +4.7% |
| Q2 2014 | $227,000 | – | 4,412 | – | 0.06% | – |
Download | ||||||
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% |