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 2022 | $27,984 | -94.3% | 590 | -93.2% | 0.00% | – |
| Q3 2021 | $492,000 | +120.6% | 8,643 | +122.0% | 0.00% | – |
| Q1 2021 | $223,000 | -8.2% | 3,894 | -6.1% | 0.00% | – |
| Q4 2020 | $243,000 | -89.7% | 4,147 | -89.6% | 0.00% | -100.0% |
| Q3 2019 | $2,353,000 | +283.8% | 40,000 | +257.1% | 0.00% | +100.0% |
| Q1 2018 | $613,000 | -89.0% | 11,200 | -88.8% | 0.00% | -83.3% |
| Q2 2016 | $5,570,000 | +456.4% | 100,000 | +440.5% | 0.01% | +500.0% |
| Q1 2015 | $1,001,000 | +8.7% | 18,500 | +6.7% | 0.00% | 0.0% |
| Q4 2014 | $921,000 | -30.0% | 17,333 | -31.3% | 0.00% | 0.0% |
| Q3 2014 | $1,315,000 | -8.4% | 25,236 | -9.6% | 0.00% | 0.0% |
| Q2 2014 | $1,435,000 | – | 27,903 | – | 0.00% | – |
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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% |