VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 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 2023 | $205,198 | -32.5% | 4,198 | -23.9% | 0.02% | -50.0% |
Q4 2021 | $304,000 | -3.5% | 5,519 | -0.2% | 0.04% | -16.7% |
Q3 2021 | $315,000 | -1.3% | 5,532 | -0.8% | 0.05% | -9.4% |
Q2 2021 | $319,000 | -3.9% | 5,579 | -4.1% | 0.05% | -30.3% |
Q1 2021 | $332,000 | -30.1% | 5,817 | -28.2% | 0.08% | -39.2% |
Q4 2020 | $475,000 | +4.9% | 8,106 | +4.2% | 0.12% | -11.3% |
Q3 2020 | $453,000 | +4.9% | 7,778 | +4.0% | 0.14% | -7.8% |
Q2 2020 | $432,000 | +5.4% | 7,477 | +2.7% | 0.15% | -12.6% |
Q1 2020 | $410,000 | +26.2% | 7,280 | +26.7% | 0.18% | +56.2% |
Q4 2019 | $325,000 | -0.6% | 5,745 | +2.9% | 0.11% | -5.1% |
Q3 2019 | $327,000 | +11.2% | 5,582 | +8.7% | 0.12% | -39.2% |
Q2 2019 | $294,000 | +3.2% | 5,136 | +0.4% | 0.19% | -0.5% |
Q1 2019 | $285,000 | +7.5% | 5,113 | +4.8% | 0.20% | -8.0% |
Q4 2018 | $265,000 | – | 4,879 | – | 0.21% | – |
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% |