VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 471 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $828,000 | -39.2% | 16,085 | -34.8% | 0.05% | -31.4% |
| Q4 2021 | $1,362,000 | -3.3% | 24,685 | -0.2% | 0.07% | -12.5% |
| Q3 2021 | $1,409,000 | +2.2% | 24,735 | +2.5% | 0.08% | +1.3% |
| Q2 2021 | $1,378,000 | +2.1% | 24,135 | +2.1% | 0.08% | -2.5% |
| Q1 2021 | $1,349,000 | -2.5% | 23,635 | 0.0% | 0.08% | -8.0% |
| Q4 2020 | $1,384,000 | +24.9% | 23,635 | +24.2% | 0.09% | +11.4% |
| Q3 2020 | $1,108,000 | +106.3% | 19,035 | +104.7% | 0.08% | +92.7% |
| Q2 2020 | $537,000 | +2.7% | 9,300 | 0.0% | 0.04% | -14.6% |
| Q1 2020 | $523,000 | -0.6% | 9,300 | 0.0% | 0.05% | +26.3% |
| Q4 2019 | $526,000 | -5.1% | 9,300 | -1.3% | 0.04% | -11.6% |
| Q3 2019 | $554,000 | +3.9% | 9,423 | +1.3% | 0.04% | +2.4% |
| Q2 2019 | $533,000 | +2.7% | 9,300 | 0.0% | 0.04% | -2.3% |
| Q1 2019 | $519,000 | +4.0% | 9,300 | +1.1% | 0.04% | -10.4% |
| Q4 2018 | $499,000 | +14.4% | 9,200 | +15.0% | 0.05% | +37.1% |
| Q3 2018 | $436,000 | -54.3% | 8,000 | -54.1% | 0.04% | -57.3% |
| Q2 2018 | $954,000 | -4.1% | 17,435 | -4.1% | 0.08% | -6.8% |
| Q1 2018 | $995,000 | +0.6% | 18,185 | 0.0% | 0.09% | +4.8% |
| Q4 2017 | $989,000 | -0.4% | 18,185 | 0.0% | 0.08% | -2.3% |
| Q3 2017 | $993,000 | -1.7% | 18,185 | -2.2% | 0.09% | -5.5% |
| Q2 2017 | $1,010,000 | +3.9% | 18,585 | +3.5% | 0.09% | -1.1% |
| Q1 2017 | $972,000 | -0.8% | 17,960 | -0.6% | 0.09% | -5.2% |
| Q4 2016 | $980,000 | +50.8% | 18,060 | +55.7% | 0.10% | +49.2% |
| Q3 2016 | $650,000 | +0.6% | 11,600 | 0.0% | 0.06% | -1.5% |
| Q2 2016 | $646,000 | +11.8% | 11,600 | +9.4% | 0.07% | +8.2% |
| Q1 2016 | $578,000 | +8.2% | 10,600 | +5.0% | 0.06% | +8.9% |
| Q4 2015 | $534,000 | – | 10,100 | – | 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% |