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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,190,826 | +66.3% | 44,793 | +62.2% | 0.82% | +52.2% |
| Q3 2023 | $1,317,728 | -2.1% | 27,614 | +0.2% | 0.54% | +2.3% |
| Q2 2023 | $1,346,524 | +10.0% | 27,548 | +10.1% | 0.53% | +4.8% |
| Q1 2023 | $1,223,813 | -50.7% | 25,017 | -52.2% | 0.50% | -40.4% |
| Q4 2022 | $2,480,865 | -14.7% | 52,306 | -14.6% | 0.84% | -24.6% |
| Q3 2022 | $2,908,000 | +131.5% | 61,251 | +142.6% | 1.12% | +123.8% |
| Q2 2022 | $1,256,000 | -8.0% | 25,245 | -3.0% | 0.50% | -50.4% |
| Q1 2022 | $1,365,000 | +0.3% | 26,025 | +4.8% | 1.01% | +92.2% |
| Q4 2021 | $1,361,000 | -1.5% | 24,836 | +1.9% | 0.53% | -0.9% |
| Q3 2021 | $1,382,000 | -9.3% | 24,374 | -7.9% | 0.53% | -21.9% |
| Q2 2021 | $1,524,000 | +1.5% | 26,454 | +0.5% | 0.68% | -42.7% |
| Q1 2021 | $1,502,000 | +65.8% | 26,320 | +70.0% | 1.19% | +48.8% |
| Q4 2020 | $906,000 | – | 15,478 | – | 0.80% | – |
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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% |