VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $204,000 | -5.1% | 3,699 | -1.9% | 0.02% | -17.4% |
| Q3 2021 | $215,000 | 0.0% | 3,770 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $215,000 | -1.8% | 3,770 | -1.7% | 0.02% | -8.0% |
| Q1 2021 | $219,000 | -9.1% | 3,834 | -6.9% | 0.02% | -16.7% |
| Q4 2020 | $241,000 | 0.0% | 4,117 | -1.0% | 0.03% | -9.1% |
| Q3 2020 | $241,000 | -53.1% | 4,157 | -53.3% | 0.03% | -56.0% |
| Q2 2020 | $514,000 | +94.7% | 8,910 | +90.2% | 0.08% | +41.5% |
| Q1 2020 | $264,000 | +428.0% | 4,684 | +431.1% | 0.05% | +488.9% |
| Q4 2019 | $50,000 | -2.0% | 882 | +0.3% | 0.01% | -10.0% |
| Q3 2019 | $51,000 | +4.1% | 879 | +1.9% | 0.01% | 0.0% |
| Q2 2019 | $49,000 | -43.7% | 863 | -45.1% | 0.01% | -44.4% |
| Q1 2019 | $87,000 | +6.1% | 1,572 | +3.8% | 0.02% | -10.0% |
| Q4 2018 | $82,000 | -71.0% | 1,514 | -70.9% | 0.02% | -61.5% |
| Q3 2018 | $283,000 | +162.0% | 5,211 | +162.3% | 0.05% | +136.4% |
| Q2 2018 | $108,000 | – | 1,987 | – | 0.02% | – |
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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% |