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 | $889,542 | +65.7% | 18,598 | +69.3% | 0.23% | +64.1% |
| Q2 2023 | $536,898 | +6.7% | 10,984 | +6.8% | 0.14% | +0.7% |
| Q1 2023 | $503,093 | -3.2% | 10,284 | -6.2% | 0.14% | -6.6% |
| Q4 2022 | $519,738 | -14.2% | 10,958 | -13.7% | 0.15% | -16.1% |
| Q3 2022 | $606,000 | -11.0% | 12,695 | -7.7% | 0.18% | -11.8% |
| Q2 2022 | $681,000 | +15.0% | 13,750 | +21.8% | 0.20% | +30.8% |
| Q1 2022 | $592,000 | -9.3% | 11,285 | -4.6% | 0.16% | -8.8% |
| Q4 2021 | $653,000 | +0.5% | 11,833 | +3.8% | 0.17% | -9.5% |
| Q3 2021 | $650,000 | -0.3% | 11,404 | -0.2% | 0.19% | +4.4% |
| Q2 2021 | $652,000 | +3.0% | 11,426 | +3.0% | 0.18% | +4.6% |
| Q1 2021 | $633,000 | -2.5% | 11,088 | 0.0% | 0.17% | -9.9% |
| Q4 2020 | $649,000 | -2.6% | 11,088 | -3.0% | 0.19% | -9.9% |
| Q3 2020 | $666,000 | – | 11,428 | – | 0.21% | – |
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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% |