VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $221,000 | -4.7% | 3,876 | -4.6% | 0.03% | +47.4% |
| Q1 2021 | $232,000 | +6.4% | 4,064 | +9.0% | 0.02% | -42.4% |
| Q4 2020 | $218,000 | +4.3% | 3,727 | +4.0% | 0.03% | -47.6% |
| Q3 2020 | $209,000 | +4.0% | 3,585 | +3.2% | 0.06% | +21.2% |
| Q2 2020 | $201,000 | -2.0% | 3,473 | -7.4% | 0.05% | -34.2% |
| Q3 2018 | $205,000 | 0.0% | 3,750 | 0.0% | 0.08% | +61.2% |
| Q2 2018 | $205,000 | – | 3,750 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |