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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $283,000 | -56.0% | 5,146 | -54.5% | 0.08% | -46.1% |
| Q3 2021 | $643,000 | -52.6% | 11,300 | -52.4% | 0.14% | -45.3% |
| Q2 2021 | $1,356,000 | -25.7% | 23,741 | -25.6% | 0.26% | -27.3% |
| Q1 2021 | $1,824,000 | -35.2% | 31,927 | -33.6% | 0.36% | -29.3% |
| Q4 2020 | $2,814,000 | -3.5% | 48,061 | -4.1% | 0.50% | -16.2% |
| Q3 2020 | $2,915,000 | +3.3% | 50,093 | +2.5% | 0.60% | -2.6% |
| Q2 2020 | $2,821,000 | +4.6% | 48,858 | +1.9% | 0.62% | -7.9% |
| Q1 2020 | $2,698,000 | +17.1% | 47,961 | +17.8% | 0.67% | +44.3% |
| Q4 2019 | $2,304,000 | +22.8% | 40,722 | +27.7% | 0.46% | +11.0% |
| Q3 2019 | $1,876,000 | +10.7% | 31,889 | +7.8% | 0.42% | -12.9% |
| Q2 2019 | $1,695,000 | +5.1% | 29,581 | +2.3% | 0.48% | -2.4% |
| Q1 2019 | $1,613,000 | +12.0% | 28,928 | +9.0% | 0.49% | -7.4% |
| Q4 2018 | $1,440,000 | -7.5% | 26,544 | -7.0% | 0.53% | +15.7% |
| Q3 2018 | $1,557,000 | +26.3% | 28,555 | +26.5% | 0.46% | +27.6% |
| Q2 2018 | $1,233,000 | +20.8% | 22,575 | +21.0% | 0.36% | +21.3% |
| Q1 2018 | $1,021,000 | +9.3% | 18,655 | +8.3% | 0.30% | +26.0% |
| Q4 2017 | $934,000 | – | 17,218 | – | 0.24% | – |
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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% |