VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 283 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $759,000 | -24.4% | 14,480 | -20.4% | 0.32% | -21.7% |
| Q4 2021 | $1,004,000 | +2.1% | 18,202 | +5.5% | 0.41% | -8.3% |
| Q3 2021 | $983,000 | +4.5% | 17,253 | +4.7% | 0.45% | +4.0% |
| Q2 2021 | $941,000 | +31.4% | 16,475 | +31.4% | 0.43% | +23.6% |
| Q1 2021 | $716,000 | +11.5% | 12,542 | +14.4% | 0.35% | +2.1% |
| Q4 2020 | $642,000 | +7.0% | 10,960 | +6.2% | 0.34% | -4.7% |
| Q3 2020 | $600,000 | +11.3% | 10,318 | +10.4% | 0.36% | +12.9% |
| Q2 2020 | $539,000 | -6.1% | 9,343 | -8.4% | 0.32% | -23.2% |
| Q1 2020 | $574,000 | +4.4% | 10,195 | +4.9% | 0.41% | +11.3% |
| Q4 2019 | $550,000 | -1.4% | 9,717 | +2.4% | 0.37% | -8.8% |
| Q3 2019 | $558,000 | +0.2% | 9,488 | -2.4% | 0.41% | +2.0% |
| Q2 2019 | $557,000 | +19.0% | 9,723 | +15.8% | 0.40% | +18.0% |
| Q1 2019 | $468,000 | +38.9% | 8,399 | +35.1% | 0.34% | +19.0% |
| Q4 2018 | $337,000 | -25.6% | 6,219 | +0.1% | 0.28% | +12.7% |
| Q3 2018 | $453,000 | +47.1% | 6,215 | +10.2% | 0.25% | +10.0% |
| Q2 2018 | $308,000 | +14.5% | 5,638 | +14.8% | 0.23% | +14.5% |
| Q1 2018 | $269,000 | -43.7% | 4,913 | -44.1% | 0.20% | -43.5% |
| Q4 2017 | $478,000 | +6.9% | 8,792 | +7.3% | 0.35% | -7.6% |
| Q3 2017 | $447,000 | +5.4% | 8,195 | +5.1% | 0.38% | -0.5% |
| Q2 2017 | $424,000 | +8.7% | 7,800 | +8.2% | 0.38% | +2.4% |
| Q1 2017 | $390,000 | – | 7,209 | – | 0.38% | – |
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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% |