VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $17,000 | -5.6% | 311 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | -10.0% | 311 | -9.6% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | 0.0% | 344 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $20,000 | -42.9% | 344 | -42.5% | 0.00% | -33.3% |
| Q3 2020 | $35,000 | 0.0% | 598 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $35,000 | -14.6% | 598 | -18.3% | 0.00% | -25.0% |
| Q1 2020 | $41,000 | -58.2% | 732 | -57.9% | 0.00% | -42.9% |
| Q4 2019 | $98,000 | +180.0% | 1,738 | +190.6% | 0.01% | +133.3% |
| Q3 2019 | $35,000 | +3400.0% | 598 | +2200.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 26 | – | 0.00% | – |
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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% |