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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $222,000 | -5.5% | 4,274 | +0.5% | 0.05% | 0.0% |
| Q4 2021 | $235,000 | -2.5% | 4,253 | 0.0% | 0.05% | -14.0% |
| Q3 2021 | $241,000 | -0.8% | 4,253 | +0.1% | 0.06% | -6.6% |
| Q2 2021 | $243,000 | +11.0% | 4,249 | +11.0% | 0.06% | +3.4% |
| Q1 2021 | $219,000 | -4.8% | 3,828 | -2.7% | 0.06% | -10.6% |
| Q4 2020 | $230,000 | 0.0% | 3,934 | -0.3% | 0.07% | -18.5% |
| Q3 2020 | $230,000 | -5.3% | 3,947 | -6.4% | 0.08% | -15.6% |
| Q2 2020 | $243,000 | +15.7% | 4,215 | +13.2% | 0.10% | -11.1% |
| Q1 2020 | $210,000 | -6.7% | 3,723 | -6.4% | 0.11% | +24.1% |
| Q4 2019 | $225,000 | -3.0% | 3,978 | +0.9% | 0.09% | -17.9% |
| Q3 2019 | $232,000 | +5.0% | 3,943 | +2.2% | 0.11% | +8.2% |
| Q2 2019 | $221,000 | +7.3% | 3,858 | +4.3% | 0.10% | +2.1% |
| Q1 2019 | $206,000 | – | 3,698 | – | 0.10% | – |
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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% |