VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $262,000 | +1.6% | 4,756 | +4.8% | 0.00% | 0.0% |
| Q3 2021 | $258,000 | -0.4% | 4,537 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $259,000 | -6.5% | 4,537 | -6.4% | 0.00% | 0.0% |
| Q1 2021 | $277,000 | -8.0% | 4,848 | -5.7% | 0.00% | 0.0% |
| Q4 2020 | $301,000 | +0.7% | 5,143 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $299,000 | +11.6% | 5,143 | +11.0% | 0.00% | 0.0% |
| Q2 2020 | $268,000 | +31.4% | 4,634 | +28.5% | 0.00% | +50.0% |
| Q4 2019 | $204,000 | -2.9% | 3,605 | +1.0% | 0.00% | 0.0% |
| Q3 2019 | $210,000 | +2.4% | 3,571 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $205,000 | -6.8% | 3,571 | -11.3% | 0.00% | -33.3% |
| Q2 2018 | $220,000 | -45.0% | 4,025 | -45.0% | 0.00% | 0.0% |
| Q1 2018 | $400,000 | +63.9% | 7,322 | +63.0% | 0.00% | 0.0% |
| Q2 2017 | $244,000 | – | 4,491 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,022,085 | $59,005,000 | 25.32% |
| Brickley Wealth Management | 672,008 | $38,795,000 | 13.06% |
| Resource Planning Group | 274,712 | $15,859,000 | 11.86% |
| McCarthy Grittinger Financial Group, LLC | 307,919 | $17,776,165 | 10.54% |
| Ally Invest Advisors Inc. | 589,501 | $34,032,000 | 10.53% |
| Capstone Financial Advisors, Inc. | 1,428,296 | $82,456,000 | 9.43% |
| HT Partners LLC | 362,809 | $20,945,000 | 8.44% |
| AllSquare Wealth Management LLC | 184,506 | $10,652,000 | 8.02% |
| Summit Wealth Group, LLC | 149,819 | $8,649,000 | 7.91% |
| Avion Wealth | 380,739 | $21,980,000 | 7.65% |