VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $299,000 | -65.8% | 5,111 | -65.9% | 0.04% | -71.9% |
| Q3 2020 | $873,000 | -89.7% | 15,006 | -89.8% | 0.16% | -91.9% |
| Q2 2020 | $8,461,000 | -56.3% | 146,558 | -57.4% | 1.98% | -76.1% |
| Q1 2020 | $19,348,000 | -32.8% | 343,910 | -32.5% | 8.31% | +8.6% |
| Q4 2019 | $28,808,000 | -3.5% | 509,154 | +0.3% | 7.66% | -18.8% |
| Q3 2019 | $29,861,000 | -0.6% | 507,584 | -3.2% | 9.42% | -14.3% |
| Q2 2019 | $30,054,000 | +3.1% | 524,509 | +0.0% | 10.99% | +9.6% |
| Q1 2019 | $29,162,000 | -1.3% | 524,399 | -3.8% | 10.03% | -2.0% |
| Q4 2018 | $29,559,000 | -13.5% | 544,863 | -13.0% | 10.23% | +1.3% |
| Q3 2018 | $34,166,000 | – | 626,443 | – | 10.10% | – |
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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% |