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 | $365,804 | -86.1% | 7,648 | -85.8% | 0.31% | -86.8% |
| Q2 2023 | $2,634,290 | +112.6% | 53,893 | +112.8% | 2.32% | +92.0% |
| Q1 2023 | $1,238,801 | -33.0% | 25,323 | -35.1% | 1.21% | -43.0% |
| Q4 2022 | $1,849,770 | -7.1% | 39,000 | -6.5% | 2.12% | -10.4% |
| Q3 2022 | $1,992,000 | +103.5% | 41,733 | +111.3% | 2.37% | +132.0% |
| Q2 2022 | $979,000 | -4.4% | 19,753 | +1.1% | 1.02% | +19.7% |
| Q1 2022 | $1,024,000 | -39.7% | 19,535 | -36.5% | 0.85% | -33.6% |
| Q4 2021 | $1,698,000 | -5.7% | 30,775 | -2.7% | 1.28% | -7.4% |
| Q3 2021 | $1,801,000 | -26.4% | 31,623 | -26.2% | 1.39% | -30.0% |
| Q2 2021 | $2,447,000 | -0.0% | 42,851 | -0.0% | 1.98% | -1.9% |
| Q1 2021 | $2,448,000 | -9.3% | 42,863 | -7.1% | 2.02% | -17.2% |
| Q4 2020 | $2,700,000 | -0.1% | 46,120 | -0.7% | 2.44% | -12.5% |
| Q3 2020 | $2,703,000 | +486.3% | 46,451 | +481.9% | 2.78% | +419.4% |
| Q2 2020 | $461,000 | +708.8% | 7,982 | +691.9% | 0.54% | +614.7% |
| Q1 2020 | $57,000 | -65.2% | 1,008 | -65.2% | 0.08% | -52.2% |
| Q4 2019 | $164,000 | – | 2,898 | – | 0.16% | – |
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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% |