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 | $12,723,210 | -1.8% | 270,142 | +1.9% | 7.43% | +1.0% |
| Q2 2023 | $12,961,754 | +1.9% | 265,175 | +2.0% | 7.36% | -3.7% |
| Q1 2023 | $12,716,136 | +10.3% | 259,884 | +7.0% | 7.64% | +3.9% |
| Q4 2022 | $11,524,743 | -99.9% | 242,984 | -7.6% | 7.36% | -16.5% |
| Q3 2022 | $12,549,899,000 | -3.1% | 262,935 | +0.6% | 8.81% | +0.9% |
| Q2 2022 | $12,947,836,000 | +2.3% | 261,361 | +8.3% | 8.74% | +8.1% |
| Q1 2022 | $12,657,233,000 | +33.9% | 241,366 | +40.9% | 8.09% | +41.6% |
| Q4 2021 | $9,449,900,000 | +6.1% | 171,318 | +9.7% | 5.71% | -1.2% |
| Q3 2021 | $8,905,896,000 | +5919.4% | 156,189 | -98.2% | 5.78% | +10.9% |
| Q2 2021 | $147,954,000 | +1834.5% | 8,553,220 | +6231.9% | 5.21% | -2.6% |
| Q1 2021 | $7,648,000 | +5.4% | 135,081 | +7.7% | 5.35% | -1.3% |
| Q4 2020 | $7,255,000 | – | 125,415 | – | 5.42% | – |
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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% |