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 | $962,463 | -9.1% | 20,131 | -7.0% | 0.13% | -7.0% |
| Q2 2023 | $1,058,545 | +8.4% | 21,656 | +8.5% | 0.14% | +0.7% |
| Q1 2023 | $976,150 | -28.8% | 19,954 | -31.0% | 0.14% | -0.7% |
| Q4 2022 | $1,370,917 | +36.8% | 28,904 | +42.9% | 0.14% | +57.8% |
| Q2 2022 | $1,002,000 | +1.9% | 20,232 | +7.9% | 0.09% | -49.2% |
| Q1 2022 | $983,000 | +23.6% | 18,751 | +30.1% | 0.18% | +27.3% |
| Q4 2021 | $795,000 | +52.9% | 14,411 | +57.8% | 0.14% | +51.1% |
| Q3 2021 | $520,000 | +27.5% | 9,135 | +29.3% | 0.09% | +142.1% |
| Q1 2021 | $408,000 | +140.0% | 7,065 | +143.5% | 0.04% | +22.6% |
| Q4 2020 | $170,000 | – | 2,901 | – | 0.03% | – |
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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% |