VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 486 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2019. The put-call ratio across all filers is 3.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $285,000 | +1195.5% | 5,162 | +1240.8% | 0.03% | +1033.3% |
| Q3 2021 | $22,000 | -15.4% | 385 | -15.4% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | -35.0% | 455 | -34.4% | 0.00% | -50.0% |
| Q1 2021 | $40,000 | -2.4% | 694 | -0.6% | 0.01% | 0.0% |
| Q4 2020 | $41,000 | -18.0% | 698 | -18.6% | 0.01% | -33.3% |
| Q3 2020 | $50,000 | -19.4% | 857 | -20.6% | 0.01% | -25.0% |
| Q2 2020 | $62,000 | +82.4% | 1,080 | +77.6% | 0.01% | +71.4% |
| Q1 2020 | $34,000 | -17.1% | 608 | -17.1% | 0.01% | 0.0% |
| Q4 2019 | $41,000 | +13.9% | 733 | +19.6% | 0.01% | 0.0% |
| Q3 2019 | $36,000 | +56.5% | 613 | +54.0% | 0.01% | +40.0% |
| Q2 2019 | $23,000 | +109.1% | 398 | +105.2% | 0.01% | +66.7% |
| Q1 2019 | $11,000 | -8.3% | 194 | -11.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -25.0% | 218 | -23.5% | 0.00% | -25.0% |
| Q3 2018 | $16,000 | +14.3% | 285 | +10.9% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | +16.7% | 257 | +16.3% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | – | 221 | – | 0.00% | – |
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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% |