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 | $114,474 | +96.1% | 2,394 | +100.5% | 0.00% | -25.0% |
| Q2 2023 | $58,381 | +965.3% | 1,194 | +966.1% | 0.00% | – |
| Q1 2023 | $5,480 | +82.7% | 112 | +138.3% | 0.00% | – |
| Q4 2021 | $3,000 | -40.0% | 47 | -48.9% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -99.4% | 92 | -99.4% | 0.00% | -99.1% |
| Q2 2019 | $869,000 | +17.0% | 15,172 | +13.9% | 0.12% | +13.7% |
| Q1 2019 | $743,000 | +44.6% | 13,320 | +40.5% | 0.10% | +27.5% |
| Q4 2018 | $514,000 | +13.2% | 9,480 | +13.9% | 0.08% | +29.0% |
| Q3 2018 | $454,000 | +85.3% | 8,324 | +85.9% | 0.06% | +77.1% |
| Q2 2018 | $245,000 | – | 4,478 | – | 0.04% | – |
Download | ||||||
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% |