VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 822 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is 20.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $218,188 | -32.1% | 4,483 | -31.3% | 0.00% | -33.3% |
Q1 2024 | $321,162 | -20.3% | 6,529 | -20.0% | 0.01% | -25.0% |
Q4 2023 | $402,769 | -10.5% | 8,159 | -13.3% | 0.01% | -20.0% |
Q3 2023 | $449,985 | +2.8% | 9,408 | +5.1% | 0.01% | +11.1% |
Q2 2023 | $437,574 | +32.5% | 8,952 | +32.6% | 0.01% | +28.6% |
Q1 2023 | $330,308 | +5.2% | 6,752 | +2.0% | 0.01% | +16.7% |
Q4 2022 | $314,081 | +27.7% | 6,622 | +28.7% | 0.01% | +20.0% |
Q3 2022 | $246,000 | -11.2% | 5,145 | -7.8% | 0.01% | 0.0% |
Q2 2022 | $277,000 | -18.0% | 5,582 | -13.4% | 0.01% | 0.0% |
Q1 2022 | $338,000 | -20.1% | 6,448 | -15.9% | 0.01% | -16.7% |
Q4 2021 | $423,000 | +0.2% | 7,671 | +3.7% | 0.01% | 0.0% |
Q3 2021 | $422,000 | +3.4% | 7,400 | +3.5% | 0.01% | 0.0% |
Q2 2021 | $408,000 | +52.8% | 7,153 | +53.0% | 0.01% | +50.0% |
Q1 2021 | $267,000 | +140.5% | 4,676 | +146.6% | 0.00% | +100.0% |
Q4 2020 | $111,000 | +146.7% | 1,896 | +144.0% | 0.00% | +100.0% |
Q3 2020 | $45,000 | +50.0% | 777 | +46.3% | 0.00% | 0.0% |
Q4 2019 | $30,000 | -67.4% | 531 | -65.9% | 0.00% | -50.0% |
Q3 2019 | $92,000 | +2.2% | 1,557 | -1.4% | 0.00% | 0.0% |
Q2 2019 | $90,000 | +1.1% | 1,579 | -0.7% | 0.00% | 0.0% |
Q1 2019 | $89,000 | +14.1% | 1,590 | +10.4% | 0.00% | 0.0% |
Q4 2018 | $78,000 | +66.0% | 1,440 | +66.5% | 0.00% | +100.0% |
Q3 2018 | $47,000 | – | 865 | – | 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% |