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 | $207,015 | -6.3% | 4,328 | -4.3% | 0.00% | 0.0% |
| Q2 2023 | $220,995 | -32.6% | 4,521 | -32.5% | 0.00% | -50.0% |
| Q1 2023 | $327,673 | -37.9% | 6,698 | -39.8% | 0.00% | -33.3% |
| Q4 2022 | $527,663 | -10.3% | 11,125 | -9.4% | 0.01% | -14.3% |
| Q3 2022 | $588,000 | -3.8% | 12,274 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $611,000 | +0.8% | 12,337 | +7.0% | 0.01% | +16.7% |
| Q1 2022 | $606,000 | -5.6% | 11,534 | -1.4% | 0.01% | 0.0% |
| Q4 2021 | $642,000 | -0.3% | 11,694 | +2.9% | 0.01% | -14.3% |
| Q3 2021 | $644,000 | +10.5% | 11,366 | +10.7% | 0.01% | +16.7% |
| Q2 2021 | $583,000 | +7.0% | 10,264 | +10.2% | 0.01% | 0.0% |
| Q4 2020 | $545,000 | +3105.9% | 9,313 | +2923.7% | 0.01% | – |
| Q2 2020 | $17,000 | -99.6% | 308 | -99.5% | 0.00% | -100.0% |
| Q1 2020 | $3,846,000 | +1396.5% | 68,275 | +1402.5% | 0.05% | +1250.0% |
| Q4 2019 | $257,000 | – | 4,544 | – | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2019 | $4,000 | +100.0% | 72 | +105.7% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | -86.7% | 35 | -87.4% | 0.00% | – |
| Q2 2018 | $15,000 | 0.0% | 278 | 0.0% | 0.00% | – |
| Q1 2018 | $15,000 | -97.9% | 278 | -97.9% | 0.00% | -100.0% |
| Q2 2017 | $718,000 | +4686.7% | 13,242 | +4663.3% | 0.01% | – |
| Q1 2017 | $15,000 | – | 278 | – | 0.00% | – |
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% |