VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,400 | +98650.0% | 991 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $48 | 0.0% | 991 | 0.0% | 0.02% | -8.7% |
| Q1 2023 | $48 | +4.3% | 991 | +2.7% | 0.02% | -4.2% |
| Q4 2022 | $46 | -99.9% | 965 | -7.2% | 0.02% | -7.7% |
| Q3 2022 | $50,000 | -2.0% | 1,040 | +1.2% | 0.03% | +4.0% |
| Q2 2022 | $51,000 | -5.6% | 1,028 | 0.0% | 0.02% | +13.6% |
| Q1 2022 | $54,000 | -5.3% | 1,028 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $57,000 | -3.4% | 1,028 | 0.0% | 0.02% | -16.0% |
| Q3 2021 | $59,000 | -1.7% | 1,028 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $60,000 | -4.8% | 1,028 | -7.0% | 0.02% | -19.4% |
| Q1 2021 | $63,000 | -3.1% | 1,105 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $65,000 | 0.0% | 1,105 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $65,000 | +1.6% | 1,105 | 0.0% | 0.03% | -15.0% |
| Q2 2020 | $64,000 | +1.6% | 1,105 | 0.0% | 0.04% | -7.0% |
| Q1 2020 | $63,000 | +18.9% | 1,105 | +19.1% | 0.04% | +22.9% |
| Q4 2019 | $53,000 | -7.0% | 928 | -4.1% | 0.04% | -14.6% |
| Q3 2019 | $57,000 | +9.6% | 968 | +6.3% | 0.04% | +7.9% |
| Q2 2019 | $52,000 | +2.0% | 911 | 0.0% | 0.04% | -5.0% |
| Q1 2019 | $51,000 | +50.0% | 911 | +45.3% | 0.04% | +33.3% |
| Q4 2018 | $34,000 | 0.0% | 627 | 0.0% | 0.03% | +25.0% |
| Q3 2018 | $34,000 | 0.0% | 627 | 0.0% | 0.02% | +9.1% |
| Q2 2018 | $34,000 | 0.0% | 627 | 0.0% | 0.02% | -8.3% |
| Q1 2018 | $34,000 | -8.1% | 627 | -7.1% | 0.02% | -17.2% |
| Q4 2017 | $37,000 | – | 675 | – | 0.03% | – |
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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% |