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 | $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% | – |
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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% |