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 2022 | $3,225 | +7.5% | 68 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -77.8% | 68 | -78.9% | 0.00% | -80.0% |
| Q4 2021 | $18,000 | 0.0% | 323 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $18,000 | -18.2% | 323 | -15.7% | 0.01% | -21.4% |
| Q2 2021 | $22,000 | +1000.0% | 383 | +1135.5% | 0.01% | +600.0% |
| Q4 2020 | $2,000 | -91.7% | 31 | -92.5% | 0.00% | -90.9% |
| Q3 2019 | $24,000 | -82.1% | 415 | -82.2% | 0.02% | -80.7% |
| Q2 2019 | $134,000 | +8.9% | 2,331 | +5.9% | 0.11% | +81.0% |
| Q1 2019 | $123,000 | +36.7% | 2,202 | +32.7% | 0.06% | +10.5% |
| Q4 2018 | $90,000 | -3.2% | 1,659 | -2.7% | 0.06% | +7.5% |
| Q3 2018 | $93,000 | +2.2% | 1,705 | +2.8% | 0.05% | 0.0% |
| Q2 2018 | $91,000 | +1.1% | 1,659 | +0.9% | 0.05% | 0.0% |
| Q1 2018 | $90,000 | -18.2% | 1,644 | -18.4% | 0.05% | -19.7% |
| Q4 2017 | $110,000 | – | 2,014 | – | 0.07% | – |
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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% |