VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 249 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $209,000 | +1.5% | 3,709 | +1.9% | 0.08% | +17.2% |
| Q4 2019 | $206,000 | -76.9% | 3,639 | -76.6% | 0.06% | -78.5% |
| Q2 2019 | $890,000 | +297.3% | 15,537 | +286.5% | 0.30% | +285.7% |
| Q1 2019 | $224,000 | -68.8% | 4,020 | -69.7% | 0.08% | -73.8% |
| Q4 2018 | $719,000 | +22.9% | 13,258 | +23.7% | 0.29% | +44.8% |
| Q3 2018 | $585,000 | +66.2% | 10,719 | +65.3% | 0.20% | +37.2% |
| Q4 2017 | $352,000 | +0.9% | 6,483 | +1.4% | 0.15% | -4.5% |
| Q3 2017 | $349,000 | +0.9% | 6,392 | +0.5% | 0.16% | -9.9% |
| Q2 2017 | $346,000 | +58.0% | 6,362 | +56.9% | 0.17% | +52.2% |
| Q1 2017 | $219,000 | – | 4,054 | – | 0.11% | – |
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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% |