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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,000 | -75.0% | 116 | -73.8% | 0.00% | -100.0% |
| Q4 2021 | $24,000 | -7.7% | 442 | -1.3% | 0.00% | +100.0% |
| Q3 2021 | $26,000 | -3.7% | 448 | -4.5% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +58.8% | 469 | +57.9% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 297 | 0.0% | 0.00% | -75.0% |
| Q4 2020 | $17,000 | +54.5% | 297 | +64.1% | 0.00% | +300.0% |
| Q3 2020 | $11,000 | +10.0% | 181 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -77.8% | 175 | -78.2% | 0.00% | -66.7% |
| Q4 2019 | $45,000 | -4.3% | 804 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $47,000 | +11.9% | 804 | +10.4% | 0.00% | 0.0% |
| Q2 2019 | $42,000 | +2.4% | 728 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $41,000 | +5.1% | 728 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $39,000 | +11.4% | 728 | +13.0% | 0.00% | 0.0% |
| Q3 2018 | $35,000 | 0.0% | 644 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $35,000 | 0.0% | 644 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $35,000 | – | 644 | – | 0.00% | – |
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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% |