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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $211,000 | -11.3% | 4,014 | -7.1% | 0.04% | 0.0% |
| Q4 2021 | $238,000 | -19.6% | 4,319 | -17.0% | 0.04% | -35.9% |
| Q3 2021 | $296,000 | +77.2% | 5,205 | +80.9% | 0.06% | +14.3% |
| Q3 2020 | $167,000 | -27.4% | 2,878 | -29.5% | 0.06% | -44.6% |
| Q1 2020 | $230,000 | +389.4% | 4,085 | +416.4% | 0.10% | +531.2% |
| Q3 2019 | $47,000 | +4.4% | 791 | +0.4% | 0.02% | +14.3% |
| Q2 2019 | $45,000 | -10.0% | 788 | -11.7% | 0.01% | -17.6% |
| Q1 2019 | $50,000 | – | 892 | – | 0.02% | – |
Download | ||||||
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% |