VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,183 | +3.2% | 212,895 | +5.5% | 0.16% | +1.3% |
Q2 2023 | $9,865 | +16.9% | 201,829 | +17.0% | 0.16% | +7.6% |
Q1 2023 | $8,441 | -99.9% | 172,556 | +7.5% | 0.14% | +7.4% |
Q4 2022 | $7,610,000 | -99.9% | 160,445 | +18.3% | 0.14% | +4.7% |
Q3 2022 | $6,475,000,000 | +76491.0% | 135,656 | -20.5% | 0.13% | -21.3% |
Q2 2022 | $8,454,000 | -1.2% | 170,648 | +4.6% | 0.16% | +9.3% |
Q1 2022 | $8,556,000 | -99.9% | 163,149 | +21.1% | 0.15% | +14.5% |
Q4 2021 | $7,432,000,000 | +285088.0% | 134,740 | +194.5% | 0.13% | +151.9% |
Q3 2021 | $2,606,000 | +5.9% | 45,755 | +6.2% | 0.05% | 0.0% |
Q2 2021 | $2,460,000 | +1.1% | 43,075 | +1.1% | 0.05% | -11.9% |
Q1 2021 | $2,434,000 | +80.3% | 42,612 | +84.8% | 0.06% | +59.5% |
Q4 2020 | $1,350,000 | +16.9% | 23,060 | +16.2% | 0.04% | -5.1% |
Q3 2020 | $1,155,000 | +22.7% | 19,847 | +21.7% | 0.04% | +8.3% |
Q2 2020 | $941,000 | +19.3% | 16,303 | +16.3% | 0.04% | -46.3% |
Q1 2020 | $789,000 | +8.4% | 14,020 | +9.0% | 0.07% | +123.3% |
Q4 2019 | $728,000 | -4.2% | 12,866 | -0.4% | 0.03% | -16.7% |
Q3 2019 | $760,000 | +156.8% | 12,913 | +150.1% | 0.04% | +9.1% |
Q2 2019 | $296,000 | – | 5,164 | – | 0.03% | – |
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% |