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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $274,000 | -5.2% | 5,533 | +0.2% | 0.06% | +6.7% |
| Q1 2022 | $289,000 | -4.9% | 5,520 | +0.1% | 0.06% | -1.6% |
| Q4 2021 | $304,000 | 0.0% | 5,512 | +3.1% | 0.06% | -10.3% |
| Q3 2021 | $304,000 | 0.0% | 5,344 | +0.2% | 0.07% | 0.0% |
| Q2 2021 | $304,000 | -1.6% | 5,333 | -1.4% | 0.07% | -10.5% |
| Q1 2021 | $309,000 | -2.2% | 5,406 | +0.2% | 0.08% | -8.4% |
| Q4 2020 | $316,000 | +2.9% | 5,397 | +2.0% | 0.08% | -11.7% |
| Q3 2020 | $307,000 | +1.0% | 5,289 | +0.2% | 0.09% | -12.1% |
| Q2 2020 | $304,000 | +2.7% | 5,280 | +0.1% | 0.11% | -9.3% |
| Q1 2020 | $296,000 | -0.7% | 5,273 | +0.1% | 0.12% | +10.3% |
| Q4 2019 | $298,000 | – | 5,269 | – | 0.11% | – |
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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% |