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 2021 | $929,000 | +17.6% | 16,306 | +97.6% | 0.04% | +13.2% |
| Q2 2021 | $790,000 | -99.9% | 8,254 | -68.8% | 0.04% | -71.0% |
| Q1 2021 | $1,511,765,000 | +429378.7% | 26,466 | +335.6% | 0.13% | +92.6% |
| Q4 2020 | $352,000 | -3.8% | 6,076 | -4.1% | 0.07% | -40.9% |
| Q3 2020 | $366,000 | 0.0% | 6,334 | 0.0% | 0.12% | +9.5% |
| Q2 2020 | $366,000 | -13.3% | 6,334 | -15.6% | 0.10% | +54.4% |
| Q1 2020 | $422,000 | +54.0% | 7,502 | +54.7% | 0.07% | +19.3% |
| Q4 2019 | $274,000 | +24.0% | 4,848 | +29.2% | 0.06% | +29.5% |
| Q3 2019 | $221,000 | +47.3% | 3,752 | +39.4% | 0.04% | +57.1% |
| Q1 2019 | $150,000 | -91.2% | 2,692 | -91.4% | 0.03% | -92.4% |
| Q4 2018 | $1,707,000 | – | 31,470 | – | 0.37% | – |
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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% |