VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,061,000 | -2.0% | 55,496 | +1.2% | 0.38% | -7.4% |
| Q3 2021 | $3,123,000 | -0.3% | 54,823 | -0.1% | 0.41% | -2.6% |
| Q2 2021 | $3,132,000 | -1.7% | 54,858 | -1.7% | 0.42% | -11.5% |
| Q1 2021 | $3,187,000 | -2.6% | 55,786 | -0.1% | 0.47% | -12.3% |
| Q4 2020 | $3,271,000 | +1.0% | 55,864 | +0.4% | 0.54% | -13.9% |
| Q3 2020 | $3,239,000 | +0.9% | 55,662 | +0.1% | 0.62% | -4.6% |
| Q2 2020 | $3,210,000 | +0.5% | 55,599 | -2.1% | 0.65% | -7.9% |
| Q1 2020 | $3,193,000 | -16.3% | 56,763 | -15.9% | 0.71% | +4.7% |
| Q4 2019 | $3,817,000 | -2.4% | 67,471 | +1.5% | 0.68% | -9.5% |
| Q3 2019 | $3,909,000 | +1.4% | 66,453 | -1.2% | 0.75% | -0.7% |
| Q2 2019 | $3,854,000 | +92.7% | 67,252 | +87.5% | 0.75% | +84.8% |
| Q1 2019 | $2,000,000 | +125.7% | 35,860 | +119.7% | 0.41% | +106.1% |
| Q4 2018 | $886,000 | -28.0% | 16,323 | -27.7% | 0.20% | -27.2% |
| Q3 2018 | $1,231,000 | +15.2% | 22,579 | +15.5% | 0.27% | -10.8% |
| Q2 2018 | $1,069,000 | +80.0% | 19,546 | +80.2% | 0.30% | +74.3% |
| Q1 2018 | $594,000 | +25.6% | 10,848 | +24.7% | 0.18% | +26.8% |
| Q4 2017 | $473,000 | – | 8,702 | – | 0.14% | – |
Download | ||||||
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% |