VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $622 | -2.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $635 | +2.9% | 13 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $617 | -99.7% | 13 | -99.7% | 0.00% | -99.6% |
| Q4 2020 | $219,000 | -25.3% | 3,746 | -25.6% | 0.27% | -6.7% |
| Q3 2020 | $293,000 | +17.2% | 5,032 | +16.1% | 0.28% | +8.8% |
| Q2 2020 | $250,000 | +2.5% | 4,336 | 0.0% | 0.26% | -18.9% |
| Q1 2020 | $244,000 | +0.8% | 4,336 | +1.4% | 0.32% | +20.1% |
| Q4 2019 | $242,000 | -50.9% | 4,278 | -49.0% | 0.27% | -46.1% |
| Q3 2019 | $493,000 | -20.0% | 8,381 | -22.1% | 0.50% | -12.1% |
| Q2 2019 | $616,000 | +96755.3% | 10,758 | +82653.8% | 0.57% | +56700.0% |
| Q1 2010 | $636 | – | 13 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |