VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 70 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,696,007 | +19.9% | 34,847 | +21.2% | 0.16% | +8.1% |
| Q1 2024 | $1,414,754 | +15.1% | 28,761 | +15.5% | 0.15% | +8.8% |
| Q4 2023 | $1,229,091 | -76.5% | 24,898 | -77.2% | 0.14% | -79.9% |
| Q3 2023 | $5,232,219 | +0.4% | 109,392 | +2.7% | 0.68% | -1.5% |
| Q2 2023 | $5,208,897 | +2.7% | 106,565 | +2.8% | 0.69% | -5.9% |
| Q1 2023 | $5,070,118 | +2.0% | 103,641 | -1.1% | 0.73% | -6.5% |
| Q4 2022 | $4,968,719 | +31.3% | 104,759 | +32.2% | 0.78% | +16.9% |
| Q3 2022 | $3,783,000 | +9.7% | 79,256 | +13.9% | 0.67% | -0.7% |
| Q2 2022 | $3,447,000 | +826.6% | 69,580 | +881.0% | 0.67% | +921.2% |
| Q1 2022 | $372,000 | +45.9% | 7,093 | +53.5% | 0.07% | +43.5% |
| Q4 2021 | $255,000 | -24.6% | 4,621 | -20.5% | 0.05% | -57.4% |
| Q3 2020 | $338,000 | +22.0% | 5,815 | +21.1% | 0.11% | +20.0% |
| Q2 2020 | $277,000 | -12.3% | 4,803 | -17.4% | 0.09% | -21.7% |
| Q4 2018 | $316,000 | +3.9% | 5,817 | +0.3% | 0.12% | -23.8% |
| Q2 2015 | $304,000 | -43.7% | 5,801 | -41.9% | 0.15% | -45.9% |
| Q1 2015 | $540,000 | +10.0% | 9,990 | +8.0% | 0.28% | -4.8% |
| Q4 2014 | $491,000 | +94.1% | 9,250 | +87.7% | 0.29% | +72.4% |
| Q2 2014 | $253,000 | -8.7% | 4,928 | -9.9% | 0.17% | -8.6% |
| Q1 2014 | $277,000 | – | 5,469 | – | 0.19% | – |
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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% |