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 | $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 ↓ |
|---|---|---|---|
| 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% |