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 | $247,528 | -25.9% | 5,175 | -24.3% | 0.02% | -20.0% |
| Q2 2023 | $334,110 | -57.8% | 6,835 | -57.7% | 0.02% | -60.8% |
| Q1 2023 | $791,024 | +100.3% | 16,170 | +94.2% | 0.05% | +82.1% |
| Q4 2022 | $394,971 | +78894.2% | 8,327 | -20.4% | 0.03% | -28.2% |
| Q3 2022 | $500 | +90.1% | 10,467 | +97.5% | 0.04% | +85.7% |
| Q2 2022 | $263 | -27.5% | 5,300 | -23.4% | 0.02% | -16.0% |
| Q1 2022 | $363 | -28.3% | 6,922 | -24.5% | 0.02% | -35.9% |
| Q4 2021 | $506 | +89.5% | 9,172 | +95.6% | 0.04% | +50.0% |
| Q3 2021 | $267 | +2.3% | 4,690 | +2.5% | 0.03% | -16.1% |
| Q2 2021 | $261 | -18.7% | 4,574 | -18.6% | 0.03% | -38.0% |
| Q1 2021 | $321 | +60.5% | 5,617 | +63.1% | 0.05% | +4.2% |
| Q3 2020 | $200 | -100.0% | 3,443 | -82.5% | 0.05% | -83.2% |
| Q1 2020 | $1,106,000 | – | 19,657 | – | 0.28% | – |
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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% |