VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 293 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $235,000 | +15.8% | 4,264 | +19.9% | 0.00% | 0.0% |
Q3 2021 | $203,000 | +9.1% | 3,556 | +9.0% | 0.00% | +100.0% |
Q2 2021 | $186,000 | -39.6% | 3,261 | -39.5% | 0.00% | -50.0% |
Q1 2021 | $308,000 | +30.5% | 5,390 | +33.7% | 0.00% | 0.0% |
Q4 2020 | $236,000 | +8.8% | 4,030 | +8.2% | 0.00% | 0.0% |
Q3 2020 | $217,000 | +24.0% | 3,723 | +22.5% | 0.00% | 0.0% |
Q2 2020 | $175,000 | -17.8% | 3,039 | -19.6% | 0.00% | -33.3% |
Q1 2020 | $213,000 | +1021.1% | 3,782 | +1015.6% | 0.00% | – |
Q4 2019 | $19,000 | -5.0% | 339 | 0.0% | 0.00% | – |
Q3 2019 | $20,000 | +5.3% | 339 | 0.0% | 0.00% | – |
Q2 2019 | $19,000 | -5.0% | 339 | -3.7% | 0.00% | – |
Q1 2019 | $20,000 | +5.3% | 352 | 0.0% | 0.00% | – |
Q4 2018 | $19,000 | 0.0% | 352 | -1.4% | 0.00% | – |
Q3 2018 | $19,000 | 0.0% | 357 | +2.0% | 0.00% | – |
Q2 2018 | $19,000 | +5.6% | 350 | +8.7% | 0.00% | – |
Q1 2018 | $18,000 | 0.0% | 322 | 0.0% | 0.00% | – |
Q4 2017 | $18,000 | +12.5% | 322 | +12.6% | 0.00% | – |
Q3 2017 | $16,000 | 0.0% | 286 | -0.7% | 0.00% | – |
Q2 2017 | $16,000 | -90.9% | 288 | -91.1% | 0.00% | -100.0% |
Q1 2017 | $176,000 | +1157.1% | 3,251 | +1165.0% | 0.00% | – |
Q4 2016 | $14,000 | -6.7% | 257 | -1.9% | 0.00% | – |
Q3 2016 | $15,000 | -99.9% | 262 | -99.9% | 0.00% | -100.0% |
Q2 2016 | $10,433,000 | +80153.8% | 187,368 | +78626.1% | 0.12% | – |
Q1 2016 | $13,000 | 0.0% | 238 | 0.0% | 0.00% | – |
Q4 2015 | $13,000 | – | 238 | – | 0.00% | – |
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% |