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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,185 | -24.1% | 5,607 | -22.4% | 0.01% | -22.2% |
| Q2 2023 | $353,236 | +47.3% | 7,227 | +47.4% | 0.02% | +28.6% |
| Q1 2023 | $239,810 | -27.2% | 4,902 | -29.4% | 0.01% | -33.3% |
| Q4 2022 | $329,433 | -3.1% | 6,946 | -2.4% | 0.02% | -19.2% |
| Q3 2022 | $340,000 | -15.6% | 7,117 | -12.5% | 0.03% | -27.8% |
| Q2 2022 | $403,000 | -16.9% | 8,133 | -12.1% | 0.04% | -2.7% |
| Q1 2022 | $485,000 | +62.2% | 9,253 | +70.8% | 0.04% | +68.2% |
| Q4 2021 | $299,000 | +7.9% | 5,419 | +11.6% | 0.02% | -4.3% |
| Q3 2021 | $277,000 | +3.0% | 4,856 | +5.1% | 0.02% | -14.8% |
| Q3 2020 | $269,000 | -16.7% | 4,619 | -19.5% | 0.03% | -42.6% |
| Q1 2020 | $323,000 | -84.1% | 5,741 | -84.5% | 0.05% | -90.9% |
| Q2 2018 | $2,029,000 | +0.3% | 37,090 | +0.3% | 0.52% | -4.6% |
| Q1 2018 | $2,023,000 | +163.1% | 36,977 | +161.3% | 0.54% | +166.2% |
| Q4 2017 | $769,000 | +709.5% | 14,153 | +708.7% | 0.20% | +410.0% |
| Q3 2017 | $95,000 | +9400.0% | 1,750 | -80.2% | 0.04% | – |
| Q2 2017 | $1,000 | -99.9% | 8,829 | +8.8% | 0.00% | -100.0% |
| Q1 2017 | $978,000 | +1711.1% | 8,112 | +713.6% | 0.65% | +1490.2% |
| Q4 2016 | $54,000 | – | 997 | – | 0.04% | – |
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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% |