VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $299,000 | +1.0% | 5,108 | +0.3% | 0.07% | -22.1% |
| Q3 2020 | $296,000 | -75.8% | 5,094 | -76.5% | 0.09% | -93.5% |
| Q1 2020 | $1,221,000 | -2.0% | 21,705 | -1.4% | 1.32% | +46.5% |
| Q4 2019 | $1,246,000 | -9.9% | 22,019 | -6.3% | 0.90% | -15.4% |
| Q3 2019 | $1,383,000 | -28.5% | 23,505 | -30.3% | 1.06% | -27.1% |
| Q2 2019 | $1,934,000 | -10.8% | 33,746 | -13.2% | 1.46% | -9.0% |
| Q1 2019 | $2,167,000 | -15.3% | 38,863 | -17.6% | 1.60% | -20.9% |
| Q4 2018 | $2,557,000 | -5.3% | 47,139 | -4.8% | 2.03% | +7.1% |
| Q3 2018 | $2,700,000 | -3.8% | 49,510 | -3.5% | 1.89% | -8.2% |
| Q2 2018 | $2,806,000 | -3.6% | 51,291 | -3.6% | 2.06% | -5.5% |
| Q1 2018 | $2,911,000 | +5.1% | 53,180 | +4.4% | 2.18% | +7.9% |
| Q4 2017 | $2,769,000 | – | 50,935 | – | 2.02% | – |
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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% |