VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 720 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $92,863 | -1.1% | 1,908 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $93,855 | -0.4% | 1,908 | 0.0% | 0.01% | -16.7% |
Q4 2023 | $94,189 | +1475.3% | 1,908 | +1426.4% | 0.01% | +1100.0% |
Q3 2023 | $5,979 | -2.1% | 125 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $6,110 | -0.1% | 125 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6,115 | +101816.7% | 125 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $6 | -99.9% | 125 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $6,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $6,000 | -14.3% | 125 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $7,000 | -12.5% | 125 | -7.4% | 0.00% | 0.0% |
Q4 2021 | $8,000 | +14.3% | 135 | +8.0% | 0.00% | 0.0% |
Q3 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $7,000 | -46.2% | 125 | -44.4% | 0.00% | -50.0% |
Q2 2019 | $13,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $13,000 | -48.0% | 225 | -52.1% | 0.00% | -50.0% |
Q4 2018 | $25,000 | 0.0% | 470 | 0.0% | 0.00% | +33.3% |
Q3 2018 | $25,000 | -68.8% | 470 | -68.0% | 0.00% | -75.0% |
Q2 2018 | $80,000 | 0.0% | 1,470 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $80,000 | -38.9% | 1,470 | -39.3% | 0.01% | -33.3% |
Q4 2017 | $131,000 | -17.1% | 2,420 | -16.4% | 0.02% | -21.7% |
Q3 2017 | $158,000 | -0.6% | 2,895 | -1.4% | 0.02% | -4.2% |
Q2 2017 | $159,000 | -25.4% | 2,935 | -25.4% | 0.02% | -25.0% |
Q1 2017 | $213,000 | 0.0% | 3,935 | 0.0% | 0.03% | +3.2% |
Q4 2016 | $213,000 | -3.6% | 3,935 | 0.0% | 0.03% | -3.1% |
Q3 2016 | $221,000 | +0.5% | 3,935 | 0.0% | 0.03% | 0.0% |
Q2 2016 | $220,000 | +2.8% | 3,935 | 0.0% | 0.03% | -3.0% |
Q1 2016 | $214,000 | -33.5% | 3,935 | -35.3% | 0.03% | -36.5% |
Q4 2015 | $322,000 | -11.8% | 6,083 | -11.7% | 0.05% | -22.4% |
Q3 2015 | $365,000 | -14.7% | 6,888 | -15.7% | 0.07% | -6.9% |
Q2 2015 | $428,000 | -71.1% | 8,170 | -70.1% | 0.07% | -70.5% |
Q1 2015 | $1,479,000 | -10.1% | 27,350 | -11.7% | 0.24% | -11.6% |
Q4 2014 | $1,645,000 | +350.7% | 30,980 | +343.4% | 0.28% | +324.6% |
Q3 2014 | $365,000 | – | 6,987 | – | 0.06% | – |
Download |
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% |