VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,501,000 | -4.1% | 43,904 | -3.9% | 0.17% | -5.1% |
| Q2 2021 | $2,609,000 | -70.3% | 45,693 | -70.3% | 0.18% | -72.6% |
| Q1 2021 | $8,784,000 | +33.6% | 153,776 | +36.9% | 0.64% | +27.1% |
| Q4 2020 | $6,577,000 | +26.2% | 112,328 | +25.1% | 0.50% | +11.0% |
| Q3 2020 | $5,213,000 | +130.6% | 89,823 | +129.3% | 0.46% | +108.7% |
| Q2 2020 | $2,261,000 | +0.4% | 39,165 | -2.2% | 0.22% | -15.8% |
| Q1 2020 | $2,253,000 | -47.0% | 40,054 | -46.7% | 0.26% | -34.9% |
| Q4 2019 | $4,252,000 | +0.3% | 75,154 | +4.3% | 0.40% | -11.9% |
| Q3 2019 | $4,239,000 | -9.2% | 72,062 | -11.6% | 0.45% | -7.0% |
| Q2 2019 | $4,670,000 | -54.4% | 81,505 | -55.7% | 0.49% | -56.5% |
| Q1 2019 | $10,252,000 | -5.7% | 183,834 | -8.3% | 1.12% | -17.2% |
| Q4 2018 | $10,877,000 | – | 200,496 | – | 1.35% | – |
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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% |