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 | $18,382,663 | +5.4% | 384,333 | +7.7% | 0.51% | +5.1% |
| Q2 2023 | $17,448,915 | +5.8% | 356,975 | +5.9% | 0.49% | +0.4% |
| Q1 2023 | $16,494,818 | +903.3% | 337,179 | +1031.3% | 0.49% | +711.7% |
| Q4 2021 | $1,644,000 | +25.5% | 29,805 | +29.6% | 0.06% | +17.6% |
| Q3 2021 | $1,310,000 | +8.1% | 23,003 | +8.4% | 0.05% | +2.0% |
| Q2 2021 | $1,212,000 | +14.7% | 21,225 | +14.7% | 0.05% | 0.0% |
| Q1 2021 | $1,057,000 | +18.4% | 18,500 | +21.3% | 0.05% | +13.6% |
| Q4 2020 | $893,000 | +27.6% | 15,254 | +26.9% | 0.04% | +12.8% |
| Q3 2020 | $700,000 | +4.6% | 12,022 | +0.8% | 0.04% | -52.4% |
| Q3 2016 | $669,000 | – | 11,930 | – | 0.08% | – |
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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% |