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 2021 | $21,000 | -82.4% | 374 | -82.0% | 0.01% | -82.1% |
| Q2 2021 | $119,000 | -91.7% | 2,080 | -91.7% | 0.06% | -92.3% |
| Q1 2021 | $1,426,000 | -73.5% | 24,972 | -72.8% | 0.72% | -75.3% |
| Q4 2020 | $5,373,000 | +10.4% | 91,756 | +9.7% | 2.93% | -5.8% |
| Q3 2020 | $4,865,000 | +9.1% | 83,623 | +8.2% | 3.11% | -1.2% |
| Q2 2020 | $4,460,000 | +8.2% | 77,259 | +5.5% | 3.14% | -7.8% |
| Q1 2020 | $4,121,000 | +21.7% | 73,242 | +22.3% | 3.41% | +35.8% |
| Q4 2019 | $3,387,000 | +29.0% | 59,864 | +34.1% | 2.51% | +21.7% |
| Q3 2019 | $2,626,000 | +22.7% | 44,635 | +19.5% | 2.06% | +16.0% |
| Q2 2019 | $2,140,000 | +91.6% | 37,349 | +86.5% | 1.78% | +81.7% |
| Q1 2019 | $1,117,000 | – | 20,025 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |