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 | $1,114,518 | +7.1% | 23,302 | +9.5% | 0.57% | +10.9% |
| Q2 2023 | $1,040,406 | -1.2% | 21,285 | -1.2% | 0.52% | -10.0% |
| Q1 2023 | $1,053,534 | +0.8% | 21,536 | -2.3% | 0.57% | -8.3% |
| Q4 2022 | $1,045,664 | +8.8% | 22,046 | +9.6% | 0.62% | -7.4% |
| Q3 2022 | $961,000 | -52.1% | 20,124 | -50.3% | 0.67% | -52.2% |
| Q2 2022 | $2,008,000 | -19.2% | 40,525 | -14.5% | 1.41% | -9.8% |
| Q1 2022 | $2,486,000 | +620.6% | 47,410 | +658.8% | 1.56% | +624.5% |
| Q4 2021 | $345,000 | +20.6% | 6,248 | +24.3% | 0.22% | +18.7% |
| Q3 2021 | $286,000 | +24.3% | 5,028 | +24.8% | 0.18% | +22.1% |
| Q2 2021 | $230,000 | +434.9% | 4,029 | +430.1% | 0.15% | +380.6% |
| Q1 2021 | $43,000 | +760.0% | 760 | +804.8% | 0.03% | +675.0% |
| Q4 2020 | $5,000 | – | 84 | – | 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% |