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 2021 | $88,000 | 0.0% | 1,547 | 0.0% | 0.03% | -3.6% |
Q2 2021 | $88,000 | 0.0% | 1,547 | 0.0% | 0.03% | -12.5% |
Q1 2021 | $88,000 | -3.3% | 1,547 | 0.0% | 0.03% | -13.5% |
Q4 2020 | $91,000 | +658.3% | 1,547 | +622.9% | 0.04% | +516.7% |
Q4 2019 | $12,000 | -7.7% | 214 | 0.0% | 0.01% | -25.0% |
Q3 2019 | $13,000 | +8.3% | 214 | 0.0% | 0.01% | +14.3% |
Q2 2019 | $12,000 | +9.1% | 214 | +12.6% | 0.01% | 0.0% |
Q1 2019 | $11,000 | +10.0% | 190 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $10,000 | – | 190 | – | 0.01% | – |
Download |
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% |