VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 245 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2016. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,468,573 | +5.6% | 30,704 | +8.0% | 0.01% | +8.3% |
| Q2 2023 | $1,390,245 | +102199.1% | 28,442 | +2.4% | 0.01% | 0.0% |
| Q1 2023 | $1,359 | -22.9% | 27,777 | -25.2% | 0.01% | -25.0% |
| Q4 2022 | $1,762 | -99.8% | 37,144 | +59.4% | 0.02% | +45.5% |
| Q3 2022 | $1,112,000 | -31.4% | 23,298 | -28.8% | 0.01% | -26.7% |
| Q2 2022 | $1,620,000 | +146.2% | 32,706 | +160.6% | 0.02% | +200.0% |
| Q1 2022 | $658,000 | -11.0% | 12,548 | -6.3% | 0.01% | -16.7% |
| Q4 2021 | $739,000 | -7.6% | 13,387 | -4.7% | 0.01% | -14.3% |
| Q3 2021 | $800,000 | -10.3% | 14,044 | -10.1% | 0.01% | -12.5% |
| Q2 2021 | $892,000 | -11.5% | 15,629 | -11.5% | 0.01% | -11.1% |
| Q1 2021 | $1,008,000 | -6.1% | 17,664 | -3.6% | 0.01% | -10.0% |
| Q4 2020 | $1,073,000 | +5.2% | 18,333 | +4.6% | 0.01% | -9.1% |
| Q3 2020 | $1,020,000 | -0.6% | 17,529 | -1.3% | 0.01% | -8.3% |
| Q2 2020 | $1,026,000 | -15.6% | 17,765 | -17.7% | 0.01% | -25.0% |
| Q1 2020 | $1,215,000 | -42.2% | 21,596 | -41.9% | 0.02% | -27.3% |
| Q4 2019 | $2,102,000 | -16.5% | 37,152 | -13.2% | 0.02% | -21.4% |
| Q3 2019 | $2,518,000 | +168.2% | 42,792 | +160.9% | 0.03% | +154.5% |
| Q2 2019 | $939,000 | +28.3% | 16,402 | +24.9% | 0.01% | +37.5% |
| Q1 2019 | $732,000 | +21.6% | 13,129 | +18.3% | 0.01% | 0.0% |
| Q4 2018 | $602,000 | -25.7% | 11,094 | -25.3% | 0.01% | -11.1% |
| Q3 2018 | $810,000 | -9.0% | 14,854 | -8.7% | 0.01% | -10.0% |
| Q2 2018 | $890,000 | +7.9% | 16,276 | +8.0% | 0.01% | +11.1% |
| Q1 2018 | $825,000 | +19.9% | 15,071 | +19.1% | 0.01% | +28.6% |
| Q4 2017 | $688,000 | -1.7% | 12,653 | -1.3% | 0.01% | -12.5% |
| Q3 2017 | $700,000 | +63.2% | 12,820 | +62.5% | 0.01% | +60.0% |
| Q2 2017 | $429,000 | +3.6% | 7,889 | +3.3% | 0.01% | 0.0% |
| Q1 2017 | $414,000 | +103.9% | 7,639 | +104.0% | 0.01% | +150.0% |
| Q4 2016 | $203,000 | -22.2% | 3,745 | -19.5% | 0.00% | -33.3% |
| Q3 2016 | $261,000 | +0.8% | 4,651 | -0.1% | 0.00% | 0.0% |
| Q2 2016 | $259,000 | -10.7% | 4,656 | -12.5% | 0.00% | -25.0% |
| Q1 2016 | $290,000 | +7.0% | 5,323 | +4.0% | 0.00% | 0.0% |
| Q4 2015 | $271,000 | – | 5,119 | – | 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% |