VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $222,000 | +15.0% | 4,030 | +19.0% | 0.02% | 0.0% |
| Q3 2021 | $193,000 | +7.8% | 3,386 | +7.8% | 0.02% | +14.3% |
| Q2 2021 | $179,000 | 0.0% | 3,141 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $179,000 | -2.7% | 3,141 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $184,000 | +0.5% | 3,141 | 0.0% | 0.02% | -15.0% |
| Q3 2020 | $183,000 | +169.1% | 3,141 | +167.1% | 0.02% | +150.0% |
| Q2 2020 | $68,000 | +6.2% | 1,176 | +3.3% | 0.01% | -11.1% |
| Q1 2020 | $64,000 | 0.0% | 1,138 | 0.0% | 0.01% | +28.6% |
| Q4 2019 | $64,000 | -33.3% | 1,138 | -30.0% | 0.01% | -41.7% |
| Q3 2019 | $96,000 | +9500.0% | 1,625 | +17955.6% | 0.01% | – |
| Q2 2019 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | – | 9 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 9 | – | 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% |