VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $312,670 | -62.6% | 6,592 | -61.0% | 0.03% | -62.0% |
| Q2 2022 | $836,000 | +11.5% | 16,887 | +24.1% | 0.08% | +25.4% |
| Q4 2021 | $750,000 | -68.2% | 13,612 | -66.3% | 0.06% | -87.2% |
| Q4 2020 | $2,361,000 | +215.6% | 40,333 | +213.6% | 0.49% | +167.9% |
| Q3 2020 | $748,000 | -2.7% | 12,863 | -3.5% | 0.18% | -17.1% |
| Q2 2020 | $769,000 | -32.2% | 13,329 | -33.9% | 0.22% | -42.8% |
| Q1 2020 | $1,135,000 | +82.8% | 20,172 | +91.2% | 0.39% | +23.6% |
| Q3 2019 | $621,000 | -59.7% | 10,548 | -60.8% | 0.31% | -79.1% |
| Q2 2019 | $1,541,000 | -25.9% | 26,899 | -27.9% | 1.50% | -15.6% |
| Q1 2019 | $2,079,000 | +1.1% | 37,284 | -1.6% | 1.78% | -13.6% |
| Q4 2018 | $2,056,000 | – | 37,907 | – | 2.06% | – |
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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% |