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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $259,774 | -2.0% | 5,477 | -1.4% | 0.10% | -7.9% |
| Q3 2022 | $265,000 | -10.2% | 5,555 | -6.7% | 0.11% | -5.8% |
| Q2 2022 | $295,000 | -6.3% | 5,952 | -0.9% | 0.12% | +9.0% |
| Q1 2022 | $315,000 | +0.6% | 6,009 | +5.9% | 0.11% | +2.8% |
| Q4 2021 | $313,000 | -1.3% | 5,676 | +2.0% | 0.11% | -9.2% |
| Q3 2021 | $317,000 | -1.2% | 5,565 | -1.0% | 0.12% | -4.8% |
| Q2 2021 | $321,000 | -22.5% | 5,619 | -22.6% | 0.12% | -29.8% |
| Q1 2021 | $414,000 | -25.0% | 7,256 | -23.0% | 0.18% | -33.1% |
| Q4 2020 | $552,000 | +132.9% | 9,426 | +116.0% | 0.27% | +27.9% |
| Q4 2018 | $237,000 | – | 4,363 | – | 0.21% | – |
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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% |