VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $181,000 | -5.2% | 3,461 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $191,000 | -1.0% | 3,461 | 0.0% | 0.02% | -26.1% |
| Q3 2021 | $193,000 | -2.5% | 3,461 | 0.0% | 0.02% | +21.1% |
| Q2 2021 | $198,000 | 0.0% | 3,461 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $198,000 | -2.5% | 3,461 | 0.0% | 0.02% | -9.1% |
| Q4 2020 | $203,000 | +1.0% | 3,461 | 0.0% | 0.02% | -12.0% |
| Q3 2020 | $201,000 | +0.5% | 3,461 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $200,000 | +2.6% | 3,461 | 0.0% | 0.03% | -16.1% |
| Q1 2020 | $195,000 | -0.5% | 3,461 | 0.0% | 0.03% | +14.8% |
| Q4 2019 | $196,000 | -3.9% | 3,461 | 0.0% | 0.03% | -6.9% |
| Q3 2019 | $204,000 | +3.0% | 3,461 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $198,000 | +2.6% | 3,461 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $193,000 | +2.7% | 3,461 | 0.0% | 0.03% | -9.1% |
| Q4 2018 | $188,000 | +13.3% | 3,461 | +14.0% | 0.03% | +22.2% |
| Q3 2018 | $166,000 | – | 3,035 | – | 0.03% | – |
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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% |