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 | $84,000 | -8.7% | 1,608 | 0.0% | 0.04% | +18.2% |
| Q3 2021 | $92,000 | 0.0% | 1,608 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $92,000 | +76.9% | 1,608 | +77.7% | 0.03% | +65.0% |
| Q1 2021 | $52,000 | -1.9% | 905 | 0.0% | 0.02% | -9.1% |
| Q4 2020 | $53,000 | +17.8% | 905 | +16.8% | 0.02% | -4.3% |
| Q3 2020 | $45,000 | +1400.0% | 775 | +1283.9% | 0.02% | +475.0% |
| Q1 2020 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | +100.0% |
| Q3 2019 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | -98.7% | 56 | -98.7% | 0.00% | -98.9% |
| Q4 2018 | $230,000 | +7566.7% | 4,246 | +7482.1% | 0.18% | +8850.0% |
| Q3 2018 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | – | 56 | – | 0.00% | – |
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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% |