VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
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. | 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% |