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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $254,000 | -1.2% | 4,339 | -1.6% | 0.11% | -14.3% |
| Q3 2020 | $257,000 | +5.3% | 4,410 | +4.2% | 0.13% | +1.5% |
| Q2 2020 | $244,000 | -27.6% | 4,232 | -29.5% | 0.13% | -49.4% |
| Q1 2020 | $337,000 | -12.2% | 6,005 | -11.5% | 0.26% | +14.6% |
| Q4 2019 | $384,000 | -3.0% | 6,788 | +0.7% | 0.23% | -12.1% |
| Q3 2019 | $396,000 | -3.6% | 6,738 | -6.1% | 0.26% | -2.3% |
| Q2 2019 | $411,000 | – | 7,179 | – | 0.26% | – |
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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% |