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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $40,000 | -21.6% | 710 | -20.1% | 0.02% | -28.0% |
| Q2 2021 | $51,000 | +54.5% | 889 | +56.0% | 0.02% | +66.7% |
| Q1 2021 | $33,000 | 0.0% | 570 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $33,000 | -31.2% | 570 | -30.5% | 0.02% | -44.4% |
| Q3 2020 | $48,000 | -54.3% | 820 | -54.9% | 0.03% | -58.5% |
| Q2 2020 | $105,000 | +5.0% | 1,820 | +2.7% | 0.06% | 0.0% |
| Q4 2019 | $100,000 | – | 1,773 | – | 0.06% | – |
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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% |