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 2023 | $260,099 | +3.2% | 5,438 | +5.4% | 0.09% | +14.5% |
Q2 2023 | $252,074 | -2.3% | 5,157 | -2.2% | 0.08% | -6.2% |
Q1 2023 | $258,004 | -63.0% | 5,274 | -64.1% | 0.08% | -63.2% |
Q4 2022 | $697,221 | -47.4% | 14,700 | -47.1% | 0.22% | -49.2% |
Q3 2022 | $1,325,000 | +419.6% | 27,770 | +438.5% | 0.43% | +421.7% |
Q2 2022 | $255,000 | -5.6% | 5,157 | 0.0% | 0.08% | +9.2% |
Q1 2022 | $270,000 | -15.1% | 5,157 | -10.6% | 0.08% | -6.2% |
Q4 2021 | $318,000 | -3.3% | 5,767 | 0.0% | 0.08% | -12.0% |
Q3 2021 | $329,000 | 0.0% | 5,767 | 0.0% | 0.09% | +2.2% |
Q2 2021 | $329,000 | -0.3% | 5,767 | 0.0% | 0.09% | -3.2% |
Q1 2021 | $330,000 | -2.4% | 5,767 | 0.0% | 0.09% | -5.1% |
Q4 2020 | $338,000 | +0.9% | 5,767 | 0.0% | 0.10% | -7.5% |
Q3 2020 | $335,000 | -2.3% | 5,767 | -3.1% | 0.11% | -6.2% |
Q2 2020 | $343,000 | +2.7% | 5,950 | 0.0% | 0.11% | -15.0% |
Q1 2020 | $334,000 | -4.6% | 5,950 | 0.0% | 0.13% | +18.8% |
Q3 2019 | $350,000 | +14.4% | 5,950 | +11.4% | 0.11% | +15.5% |
Q2 2019 | $306,000 | +2.7% | 5,340 | 0.0% | 0.10% | -1.0% |
Q1 2019 | $298,000 | +2.4% | 5,340 | -0.5% | 0.10% | -8.4% |
Q4 2018 | $291,000 | – | 5,369 | – | 0.11% | – |
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% |