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 | $139,674 | +1638.5% | 22 | -55.1% | 0.00% | -90.9% |
| Q2 2023 | $8,034 | +4439.0% | 49 | 0.0% | 0.02% | +340.0% |
| Q1 2023 | $177 | -97.7% | 49 | +4.3% | 0.01% | -87.8% |
| Q4 2022 | $7,796 | -95.5% | 47 | -2.1% | 0.04% | +583.3% |
| Q3 2022 | $173,000 | -3.4% | 48 | -4.0% | 0.01% | 0.0% |
| Q2 2022 | $179,000 | -6.3% | 50 | -3.8% | 0.01% | +20.0% |
| Q1 2022 | $191,000 | -5.0% | 52 | -5.5% | 0.01% | 0.0% |
| Q4 2021 | $201,000 | +252.6% | 55 | +1733.3% | 0.01% | -81.5% |
| Q3 2021 | $57,000 | 0.0% | 3 | 0.0% | 0.03% | +35.0% |
| Q2 2021 | $57,000 | -64.2% | 3 | 0.0% | 0.02% | +566.7% |
| Q1 2021 | $159,000 | – | 3 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 3 | -96.0% | 0.00% | -100.0% |
| Q1 2020 | $4,237,000 | +7333.3% | 75 | -47.6% | 0.01% | -66.7% |
| Q4 2019 | $57,000 | +338.5% | 143 | -32.9% | 0.04% | +254.5% |
| Q3 2019 | $13,000 | -69.8% | 213 | -71.5% | 0.01% | -68.6% |
| Q2 2019 | $43,000 | -62.3% | 747 | -63.5% | 0.04% | -62.0% |
| Q1 2019 | $114,000 | +293.1% | 2,047 | +291.4% | 0.09% | +206.7% |
| Q3 2018 | $29,000 | 0.0% | 523 | -1.5% | 0.03% | +11.1% |
| Q2 2018 | $29,000 | 0.0% | 531 | +1.5% | 0.03% | -10.0% |
| Q1 2018 | $29,000 | – | 523 | – | 0.03% | – |
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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% |