VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 448 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,943,135 | -19.0% | 204,297 | -18.1% | 0.01% | -21.4% |
| Q1 2024 | $12,273,200 | -19.9% | 249,506 | -19.6% | 0.01% | -30.0% |
| Q4 2023 | $15,320,428 | +0.0% | 310,350 | -3.1% | 0.02% | -13.0% |
| Q3 2023 | $15,317,223 | -3.7% | 320,243 | -1.5% | 0.02% | 0.0% |
| Q2 2023 | $15,898,562 | +4.8% | 325,257 | +4.9% | 0.02% | 0.0% |
| Q1 2023 | $15,172,000 | +6.0% | 310,139 | +2.8% | 0.02% | 0.0% |
| Q4 2022 | $14,310,437 | -14.4% | 301,717 | -13.9% | 0.02% | -17.9% |
| Q3 2022 | $16,721,000 | -1.1% | 350,327 | +2.0% | 0.03% | +7.7% |
| Q2 2022 | $16,907,000 | -8.3% | 343,565 | -3.0% | 0.03% | +8.3% |
| Q1 2022 | $18,445,000 | +11.7% | 354,030 | +22.5% | 0.02% | +14.3% |
| Q1 2021 | $16,509,000 | -50.3% | 289,019 | -49.1% | 0.02% | -8.7% |
| Q4 2020 | $33,238,000 | +225.3% | 567,692 | +203.0% | 0.02% | +27.8% |
| Q3 2018 | $10,218,000 | – | 187,352 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 887,146 | $48,385,000 | 22.45% |
| Huber Financial Advisors, LLC | 526,645 | $28,723,000 | 22.03% |
| Resource Planning Group | 335,959 | $18,323,000 | 14.31% |
| Brickley Wealth Management | 534,675 | $29,161,000 | 13.76% |
| Symmetry Partners, LLC | 506,238 | $27,610,000 | 10.94% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 626,443 | $34,166,000 | 10.10% |
| RETIREMENT CAPITAL STRATEGIES | 305,478 | $16,661,000 | 8.22% |
| AllSquare Wealth Management LLC | 197,162 | $10,753,000 | 8.02% |
| HT Partners LLC | 369,957 | $20,135,000 | 8.01% |
| Capstone Financial Advisors, Inc. | 508,191 | $27,717,000 | 6.89% |