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 | $9,566 | -9.4% | 200 | -7.4% | 0.00% | – |
| Q2 2023 | $10,559 | +0.9% | 216 | +0.9% | 0.00% | – |
| Q1 2023 | $10,469 | +3.1% | 214 | 0.0% | 0.00% | – |
| Q4 2022 | $10,150 | +1.5% | 214 | +7.0% | 0.00% | – |
| Q3 2022 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | +66.7% | 200 | +100.0% | 0.00% | – |
| Q3 2021 | $6,000 | -81.2% | 100 | -81.9% | 0.00% | -100.0% |
| Q2 2021 | $32,000 | +433.3% | 552 | +452.0% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -75.0% | 100 | -76.5% | 0.00% | -100.0% |
| Q4 2019 | $24,000 | +300.0% | 425 | +325.0% | 0.00% | – |
| Q3 2019 | $6,000 | +500.0% | 100 | +4900.0% | 0.00% | – |
| Q1 2018 | $1,000 | -98.7% | 2 | -99.9% | 0.00% | -100.0% |
| Q4 2017 | $79,000 | – | 1,450 | – | 0.01% | – |
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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% |