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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,127 | -2.1% | 1,278 | 0.0% | 0.04% | -2.8% |
| Q2 2023 | $62,469 | -0.1% | 1,278 | 0.0% | 0.04% | -10.0% |
| Q1 2023 | $62,520 | +3.1% | 1,278 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $60,616 | -0.6% | 1,278 | 0.0% | 0.04% | -13.0% |
| Q3 2022 | $61,000 | -3.2% | 1,278 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $63,000 | -48.4% | 1,278 | -45.2% | 0.05% | -39.5% |
| Q1 2022 | $122,000 | +79.4% | 2,334 | +89.4% | 0.08% | +85.4% |
| Q4 2021 | $68,000 | -6.8% | 1,232 | -3.6% | 0.04% | -14.6% |
| Q3 2021 | $73,000 | -66.8% | 1,278 | -66.8% | 0.05% | -66.9% |
| Q2 2021 | $220,000 | +209.9% | 3,849 | +211.7% | 0.14% | +178.8% |
| Q1 2021 | $71,000 | -1.4% | 1,235 | 0.0% | 0.05% | -1.9% |
| Q4 2020 | $72,000 | 0.0% | 1,235 | 0.0% | 0.05% | -11.7% |
| Q3 2020 | $72,000 | +1.4% | 1,235 | 0.0% | 0.06% | -6.2% |
| Q2 2020 | $71,000 | +2.9% | 1,235 | 0.0% | 0.06% | 0.0% |
| Q1 2020 | $69,000 | +15.0% | 1,235 | +16.1% | 0.06% | +16.4% |
| Q4 2019 | $60,000 | – | 1,064 | – | 0.06% | – |
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% |