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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $229,000 | -5.4% | 4,364 | -0.5% | 0.00% | 0.0% |
| Q4 2021 | $242,000 | 0.0% | 4,384 | +3.2% | 0.00% | 0.0% |
| Q3 2021 | $242,000 | +12.6% | 4,250 | +12.6% | 0.00% | 0.0% |
| Q2 2021 | $215,000 | -20.1% | 3,773 | -19.9% | 0.00% | -33.3% |
| Q1 2021 | $269,000 | +21.7% | 4,711 | +24.9% | 0.00% | +50.0% |
| Q4 2020 | $221,000 | -13.0% | 3,773 | -13.7% | 0.00% | -33.3% |
| Q3 2020 | $254,000 | +0.8% | 4,371 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $252,000 | +3.7% | 4,371 | +1.3% | 0.00% | 0.0% |
| Q1 2020 | $243,000 | -12.9% | 4,316 | -12.6% | 0.00% | 0.0% |
| Q4 2019 | $279,000 | +13.0% | 4,938 | +14.4% | 0.00% | 0.0% |
| Q3 2019 | $247,000 | 0.0% | 4,315 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $247,000 | +17.6% | 4,315 | +14.3% | 0.00% | 0.0% |
| Q1 2019 | $210,000 | +4.5% | 3,774 | +2.1% | 0.00% | 0.0% |
| Q4 2018 | $201,000 | -0.5% | 3,698 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $202,000 | -99.9% | 3,698 | -5.3% | 0.00% | -33.3% |
| Q4 2017 | $212,206,000 | – | 3,903 | – | 0.00% | – |
Download | ||||||
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% |