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 2023 | $168,938 | +2.5% | 3,532 | +4.8% | 0.02% | +6.2% |
| Q2 2023 | $164,776 | +13.3% | 3,371 | +13.4% | 0.02% | 0.0% |
| Q1 2023 | $145,391 | +124.2% | 2,972 | +117.4% | 0.02% | +100.0% |
| Q4 2022 | $64,837 | +90.7% | 1,367 | +93.1% | 0.01% | +60.0% |
| Q3 2022 | $34,000 | -5.6% | 708 | -3.5% | 0.01% | -16.7% |
| Q2 2022 | $36,000 | -23.4% | 734 | -18.4% | 0.01% | -25.0% |
| Q1 2022 | $47,000 | -6.0% | 900 | -0.6% | 0.01% | 0.0% |
| Q4 2021 | $50,000 | +8.7% | 905 | +12.8% | 0.01% | -11.1% |
| Q3 2021 | $46,000 | -4.2% | 802 | -4.0% | 0.01% | -18.2% |
| Q2 2021 | $48,000 | -4.0% | 835 | -3.9% | 0.01% | -26.7% |
| Q1 2021 | $50,000 | +38.9% | 869 | +42.0% | 0.02% | +25.0% |
| Q4 2020 | $36,000 | +33.3% | 612 | +29.9% | 0.01% | +9.1% |
| Q3 2020 | $27,000 | +350.0% | 471 | +371.0% | 0.01% | +266.7% |
| Q2 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $6,000 | +100.0% | 100 | +88.7% | 0.00% | +50.0% |
| Q3 2019 | $3,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | -25.0% | 53 | -26.4% | 0.00% | -33.3% |
| Q1 2019 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $4,000 | – | 72 | – | 0.00% | – |
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% |